Jerry Yockey - IPI Wealth Management

Raymond James Financial Services, founded in 1962, is a global financial firm that specializes in providing trusted advice and tailored sophisticated strategies for individuals and institutions. Their comprehensive range of services includes wealth management, investment solutions, financial and retirement planning, estate and charitable giving services, banking and lending services, insurance solutions, and more. Committed to corporate responsibility and sustainability, Raymond James is dedicated to helping clients achieve their financial goals by focusing on people and their financial well-being. With a strong emphasis on personalized service and a wide array of financial services, Raymond James aims to support clients in reaching their financial objectives. Generated from the website

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