Oppenheimer & Co Inc

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

Founded in 1870, WesBanco, Inc. is a multi-state, bank holding company headquartered in Wheeling, West Virginia. We are a diversified and well-balanced financial services company, with a community bank at its core, built upon a strong legacy of credit and risk management. Over the past decade, weve built a national reputation as a safe, sound, and profitable bank holding company while we have maintained our community bank orientation. We merge technology with people to support our commitment to personal customer service. WesBancos banking subsidiary WesBanco Bank, Inc., operates branches and offices in eight states. In addition, WesBanco operates a century old trust business, an insurance agency, WesBanco Insurance Services, Inc., and a full service broker/dealer, WesBanco Securities, Inc. At WesBanco what matters most to you, matters most to us.

At Majestic Oak Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Crestwood, KY area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.