Edward Jones - Financial Advisor: Roger B Donaldson

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

Fifth Third Securities brings you personalized service combined withcomprehensive financial services to help preserve and grow your assets,protect your family, and help you create the lifestyle you want.Our objective is to help provide a path, connecting you to the future youdesire whether youre investing for financial growth, preparing to sendkids to college, planning for your retirement, or working toward another goal.The experienced Investment Professionals at Fifth Third Securities will workhard on your behalf to help bridge the gap between where you are, andwhere you want to go. As your situation or objectives change, your InvestmentProfessional is here for you to discuss ways to adapt your strategy.