Edward Jones

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

Osaic Wealth, based in Glastonbury, CT, is one of the nation's largest providers of wealth management solutions, boasting a diverse community of over 11,000 financial professionals and 270 financial institutions. The firm emphasizes a transformative approach to financial planning, prioritizing long-term partnerships and resources to help clients achieve their unique business goals. With a commitment to fostering a diverse and supportive community, Osaic Wealth believes in the value of collaboration and partnership. Their focus on understanding the needs of advisors allows them to invest in the success and growth of their partners, creating an environment where everyone can thrive. Generated from the website

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