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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

Optimo Financial Services Inc is a tax and accounting firm located in Naperville, Illinois. The firm provides a range of services including bookkeeping, small business tax planning and preparation, individual tax help, and virtual CFO services. Contact the team at Optimo Financial Services Inc to outsource all of the financial tasks that are causing you stress.