Edward Jones - Financial Advisor: Jeremie Yoder

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Gold Medal Waters is a fee-only fiduciary advisory firm based in Boulder, Colorado, dedicated to assisting high-income earners in achieving their financial aspirations through personalized guidance. With over 21 years of experience and a commitment to transparency, the firm crafts life-centered financial strategies that adapt to clients' changing needs and milestones. Focused on building trust and open communication, Gold Medal Waters emphasizes a partnership approach to financial planning, ensuring clients feel heard and valued throughout their financial journey. Their Purposeful Path process is designed to turn aspirations into actionable goals while maintaining a clear and fixed fee structure. Generated from the website