Oakwood Financial Services

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

ATIS Inc. is an independent broker-dealer based in Highland, Indiana, serving the community with a focus on personalized wealth management, retirement planning, and investment advisory services. With deep roots in the Northwest Indiana region, the firm prides itself on a commitment to understanding each client's unique financial situation and delivering tailored solutions. The experienced team at ATIS, led by President John J. Evanich and Executive Vice President Kurt F. Schultz, combines extensive industry expertise with a local touch to guide both individual investors and investment advisors. Their offerings include bond investments, trust administration, insurance products, and college savings plans, all aimed at fostering financial success for their clients. Generated from the website