Edward Jones - Financial Advisor: Kate Scholz

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

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.

LifeLong Financial Planning has been in the Bradenton area for over 24 years. Linda Hamilton, has been Dave Ramsey's SmartVestor Pro™ / ELP since 2003. She understands the need to educate her clients not only about individual investment types but also about financial priorities, setting goals and how to achieve them. SagePoint Financial, Inc., the Broker/Dealer, gives Linda access to one of the largest selection of approved investments such as mututal funds, stocks, bonds, alternatives and businss and individual insurance products.