Berry Margaret

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Located in Sullivan, IN, Edward Jones Investments stands out as a financial services firm dedicated to assisting individuals, families, and small businesses in achieving their financial aspirations. Specializing in investment management, retirement planning, estate planning, and education savings programs, they provide personalized guidance tailored to each client's unique needs and objectives. What sets Edward Jones apart is their commitment to fostering meaningful advisor-client relationships, offering consultations and continuous support to help clients navigate the complexities of financial planning with confidence. With a national network of dedicated financial advisors, Edward Jones in Sullivan, IN, prioritizes a personalized and thoughtful approach to financial services. Rather than providing generic solutions, the firm focuses on creating customized strategies that cater to the diverse needs of their investors. By making comprehensive financial planning accessible and engaging, Edward Jones Investments ensures that clients are well-equipped to navigate life's various stages with sound financial strategies and peace of mind. Generated using this brand's available information