Edward Jones - Financial Advisor: Julia Bartak

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Located in Mission, KS, Edward Jones - Financial Advisor: Steve Anderson stands out as a reliable destination for individuals seeking expert financial guidance. Specializing in assisting individuals, families, and small businesses, this establishment excels in providing tailored solutions for investment management, retirement planning, estate planning, and education savings. By prioritizing personalized consultations and ongoing support, Edward Jones ensures that clients receive the attention they need to navigate their financial journeys confidently. With a strong emphasis on fostering meaningful advisor-client relationships, Edward Jones - Financial Advisor: Steve Anderson distinguishes itself by offering thoughtful and customized financial planning services. Clients can expect a dedicated approach that focuses on their unique needs and goals, moving beyond a one-size-fits-all experience to provide accessible and comprehensive strategies for a diverse range of investors. Whether planning for the future or navigating current financial challenges, this establishment is committed to empowering clients to make informed decisions and secure their financial well-being. Generated using this brand's available information

Waddell & Reed, founded in 1937, is one of the oldest mutual fund complexes in the United States. It introduced the Waddell & Reed Advisors Group of Mutual Funds in 1940. The company distributes investment products through the Waddell & Reed Advisors channel and wholesale channels. Through its subsidiaries, Waddell & Reed Financial provides investment management and financial planning. Waddell & Reed Investment Management Company serves as investment advisor to the Waddell & Reed Advisors Group of Mutual Funds, W&R Target Funds and Waddell & Reed InvestEd Portfolios. Its Ivy Investment Management Company serves as investment advisor to Ivy Funds and the Ivy Funds portfolios. Waddell & Reed serves as principal underwriter and distributor to the Waddell & Reed Advisors Group of Mutual Funds, W&R Target Funds and Waddell & Reed InvestEd Portfolios. Ivy Funds Distributor serves as principal underwriter and distributor to Ivy Funds and the Ivy Funds portfolios.