David Keller - COUNTRY Financial representative

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

Located in Belvidere, IL, Thrivent Financial is a unique financial services organization guided by Christian values. Their mission centers on empowering individuals to attain financial clarity while embracing a spirit of generosity. Through a membership-owned structure, Thrivent provides a diverse range of products and services, from financial guidance and investment strategies to retirement planning and various insurance options like life and disability coverage. Going beyond traditional financial assistance, Thrivent actively promotes a culture of giving back to the community, urging members to engage in charitable endeavors and social initiatives, fostering a sense of unity and purpose. At Thrivent, the commitment to ethical practices and community involvement is woven into every aspect of their operations. By blending financial expertise with a deep-rooted dedication to philanthropy, Thrivent supports members in pursuing their individual aspirations while championing values-based stewardship. This holistic approach not only sets Thrivent apart in the financial landscape but also underscores their unwavering dedication to helping individuals align their financial goals with their personal values, fostering a culture of compassion and support within their membership base. Generated using this brand's available information

New York Life's Milwaukee General Office has a longstanding history as one of the company's original offices, offering personalized financial services to address customer needs. With more than 175 years in business, the company helps individuals and professionals build sustainable financial security. The Milwaukee office emphasizes mentorship, professional training, and collaboration within a diverse, supportive, and family-focused environment. Their structured training programs equip agents to successfully address clients' financial priorities and encourage personal career progression. This description was generated from their website