EDWARD JONES INVESTMENTS - Sharlee Zalewski

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.

Located in Portage, MI, Primerica stands out as a financial services organization that goes above and beyond to assist middle-income families in securing their financial future. Specializing in a needs-based approach, Primerica offers a range of services including term life insurance, mutual funds, annuities, and personalized retirement solutions. What sets them apart is their commitment to tailoring these services to meet the unique financial goals and situations of each individual they work with. At Primerica, education is key. They provide accessible financial resources to help clients grasp essential topics like budgeting, debt management, savings planning, protection, and wealth-building strategies. By equipping families with practical knowledge and unwavering support, Primerica strives to empower informed decision-making and elevate long-term financial well-being for all those they serve. Generated using this brand's available information

Securities America, now operating as Osaic, offers a range of securities and investment advisory services through its affiliated entities, including Osaic Wealth Inc., and is a member of FINRA and SIPC. The company emphasizes a commitment to client satisfaction and professional integrity, providing valuable resources such as BrokerCheck for clients to assess the qualifications of financial professionals. Osaic Wealth Inc. works in partnership with various broker-dealers and registered investment advisers to deliver tailored financial solutions. Its advisory programs are sponsored by VISION2020 Wealth Management Corp., underscoring Osaic's goal of comprehensive wealth management for its clientele. Generated from the website