Edward Jones - Financial Advisor: Katie Mae Atkinson

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

Raymond James, nestled in Battle Creek, MI, is a distinguished financial services company dedicated to offering personalized wealth management services, investment banking, asset management, and capital market solutions. Catering to individuals, businesses, and municipalities, they provide in-depth financial planning, portfolio advisory strategies, investment research, and tailored support tailored to each client's specific objectives. Their seasoned expertise empowers clients to navigate intricate financial landscapes through meticulous analysis and individualized care. Bringing decades of experience to the table, Raymond James prioritizes prudent risk management while presenting clients with opportunities to enhance, safeguard, and efficiently transfer their financial assets. While boasting a global presence, the company maintains a grassroots ethos, prioritizing community engagement and personalized solutions. By delivering attentive, impactful, and objective-driven strategies, Raymond James stands as a beacon of reliability and innovation in the financial services industry. Generated using this brand's available information

OMNI Investment Services Our Primary Purpose Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.