Raymond James Financial Services

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

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.

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