Edward Jones - Financial Advisor: Brooke Y Smith

Securities America, now operating under the brand Osaic, offers a range of securities and investment advisory services through its affiliated firms, which are members of FINRA and SIPC. These services are provided by registered investment advisers and broker-dealers, ensuring oversight and compliance within the financial industry. The firm emphasizes the importance of professionalism in the financial advisory space, allowing clients to access the history of their financial professionals via FINRA's BrokerCheck. With multiple affiliated entities and marketing names, Osaic maintains a robust structure designed to cater to diverse financial needs and investment strategies. 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.

Maura Flaherty CPA is a provider of tax and business services located in North Andover, MA. The firm is currently not accepting new clients, focusing instead on delivering quality service to its existing clientele. Committed to community support, Maura Flaherty CPA encourages individuals to verify their charitable contributions through legitimate organizations, in alignment with IRS guidelines. The firm emphasizes the importance of responsible financial practices while advocating for causes that resonate with clients. Generated from the website