Lisa Kennedy - Thrivent

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

Bayview Investments is a financial services firm based in Saint Leonard, MD, specializing in investment management and financial planning for individuals and businesses. With a focus on personalized strategies and long-term wealth building, Bayview Investments offers a range of services to help clients achieve their financial goals and secure their financial future. Generated from their business information

Parker Financial, LLC is an independent investment advisory firm based in La Plata, MD, serving the Southern Maryland area. Led by Christine Parker, a Certified Financial Planner (CFP) and Chartered SRI Counselor (CSRIC), the firm specializes in guiding socially conscious individuals and their families through times of uncertainty, providing advice to help identify risks and opportunities, and making sustainable, long-term financial decisions aligned with personal values and interests. With a focus on sustainable and responsible investing, Parker Financial offers investment advisory services that integrate environmental, social, and corporate governance (ESG) criteria to generate long-term competitive risk-adjusted financial returns and contribute to a good society. Committed to corporate social responsibility, Christine Parker operates the firm as a fiduciary, coordinates strategies with a team of professional advisers, and dedicates herself to supporting the community and protecting the environment.Generated from the website