United Planners Financial

Located in Clarion, IA, Edward Jones stands as a financial services firm dedicated to assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. Specializing in personalized guidance, the firm places a strong emphasis on tailored solutions encompassing investment management, retirement and estate planning, and education savings programs. With a network of dedicated financial advisors spread across the nation, Edward Jones places significant value on fostering robust advisor-client connections through consultations and continuous support, ensuring clients are well-prepared for the various stages of life. At Edward Jones, the focus remains on individualized client attention, creating bespoke strategies rather than offering a one-size-fits-all, transactional experience. By making thoughtful planning accessible to a diverse range of investors, the firm aims to provide a comprehensive and engaging approach to financial well-being. Through their commitment to personalized care and customized solutions, Edward Jones in Clarion, IA, continues to empower clients in navigating the complexities of financial management with confidence and clarity. Generated using this brand's available information

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Clarion, IA area, Kevin L Kakacek will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

At Ascendant Wealth Management 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 Clarion, IA 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.