BBR Investments LLC

Stifel is a leading wealth management firm dedicated to employee advisor satisfaction, recognized as the top firm by J.D. Power in 2024. With a focus on supporting financial advisors, Stifel offers a seamless transition process, comprehensive investment products, and industry-leading technology to enhance client relationships and operational efficiency. Emphasizing a culture that fosters growth, Stifel provides advisors with access to nationally recognized research, alternative investments, and a range of banking and lending services. The firm is committed to empowering advisors to embrace their entrepreneurial spirit while delivering exceptional service to their clients. Generated from the website

We offer an integrated discovery and planning process to help you simplify your financial life. We can offer access to a range of products and services including: IRAs, IRA Rollover Services, Fee-Based Asset Management, Education Plans and much more, depending on your needs and goals.

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