Edward Jones

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

Breneman Advisors, based in Traverse City, MI, specializes in enhancing business value through comprehensive services such as business brokerage and valuation. With a team of experienced professionals including CPAs, CVAs, and MBAs, they offer strategic insights for both buyers and sellers in diverse market conditions, ensuring optimal outcomes for their clients. The firm focuses on providing tailored consulting and capital sourcing strategies to support business growth and financial efficiency. Whether indicating the value for business sales or aiding in acquisitions, their proven processes ensure that clients are equipped to navigate the complexities of the business landscape with confidence. Generated from the website

Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.