Waddell & Reed

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.

Raymond James, founded in 1962, is a global financial services firm that prioritizes the financial well-being of individuals and institutions through trusted advice and sophisticated strategies. Their comprehensive range of services includes wealth management, investment solutions, financial planning, estate and charitable giving services, and more. Committed to corporate responsibility and sustainability, Raymond James is dedicated to helping clients achieve their financial goals with a focus on personalized service and tailored solutions. With a strong emphasis on people, the firm aims to provide expert guidance and support in all aspects of financial management. Generated from the website

The Planning Center is a fee-only financial planning firm that provides a safe place for you to discuss what matters most to you and your family with a team of highly credentialed financial advisors. We believe that all financial decisions are emotional decisions, and in order to make more effective decisions, everyone could use an objective third party to talk about life and money. Our goal is to help you make better decisions as you navigate life's transitions and guide you toward the life you would like to have.