Square Wealth LLC

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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

Celtic Fund Management is a financial services firm based in Davie, FL, specializing in investment management and advisory services. With a focus on creating customized investment strategies for clients, Celtic Fund Management aims to help individuals and businesses achieve their financial goals through sound and strategic financial planning. Generated from their business information