CDM Investment Group

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

TortoiseEcofin is a Leawood-based company that focuses on essential assets and services that are vital to the economy and society, with a particular emphasis on energy power infrastructure and the transition to cleaner energy. With over 20 years of experience in energy value chain investment and research, Tortoise has established a solid track record in the industry. Ecofin, on the other hand, is a sustainable investment firm with a global presence in the US and UK. With roots dating back to the 1990s, Ecofin is driven by the belief that sustainable investment can generate strong risk-adjusted returns while making a meaningful impact on the environment and society. Their expertise lies in providing sustainable investment solutions that deliver both financial and social benefits.Generated from the website

Berthel Fisher & Co FNCL SVC is a financial services firm based in Leawood, KS, providing a range of investment and wealth management services to clients. With a focus on personalized financial planning and advisory services, the company aims to help individuals and businesses achieve their financial goals through tailored strategies and solutions. Generated from their business information