Edward Jones - Financial Advisor: Roderick R Jefferson

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.

David Kahn - Raymond James in Clearwater, FL, is led by experienced financial advisor David Kahn. The office provides a wide range of financial services including asset allocation, estate planning, retirement planning, and more. Raymond James offers comprehensive financial solutions such as mutual funds, stocks, bonds, and insurance products like life and long-term care insurance. Clients can benefit from personalized advice and guidance to help them achieve their financial goals. Generated from their available business information