Rooted Wealth Advisors

Midwest Investment and Retirement Management Inc. is a fee-based Registered Investment Advisor Firm located in Saint John, Indiana, specializing in portfolio management and retirement planning. With a focus on long-term, lower-risk investing, the firm offers personalized financial advice and strives to put clients' financial needs first. Targeting clients with a minimum of $100,000 in household investable assets, Midwest Investment aims to help individuals grow their wealth through equities, bonds, mutual funds, and ETFs. The firm emphasizes the importance of financial planning, growth, and the benefits of compound interest to secure clients' futures. 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