EDWARD JONES INVESTMENTS - Matthew T Leppek

Van Sumeren Financial Services is a reputable financial firm based in Bay City, MI, offering a range of financial planning and advisory services to individuals and businesses. With a team of experienced professionals, the company assists clients in managing investments, retirement planning, and wealth preservation strategies to help them achieve their financial goals. Generated from their business information

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

Located in Bay City, MI, Edward Jones Investments, under the guidance of Katie Wohlfeil, stands as a beacon of financial support for individuals, families, and small businesses. Specializing in investment management, retirement and estate planning, and education savings programs, this firm offers personalized solutions tailored to each client's unique needs. With a network of dedicated financial advisors spanning the nation, Edward Jones places a strong emphasis on fostering meaningful relationships with clients. By providing consultations and continuous support, they empower individuals to navigate life's financial milestones with confidence. This commitment to personalized care ensures that thoughtful financial planning is within reach for investors of all backgrounds, setting them on a path towards financial success. Generated using this brand's available information