Legacy Financial Services Group

Located in Traverse City, MI, Jeffrey Pasche - Raymond James is a financial services company that offers customized wealth management services, investment banking, asset management, and capital market solutions. Serving a diverse clientele comprising individuals, businesses, and municipalities, they specialize in delivering comprehensive financial planning, portfolio advisory strategies, and tailored assistance aligned with each client's unique financial objectives. Drawing upon their extensive expertise, the team at Jeffrey Pasche - Raymond James excels in guiding clients through intricate financial landscapes by providing in-depth analysis and personalized support. At Jeffrey Pasche - Raymond James, a strong emphasis is placed on prudent risk management strategies to help clients not only safeguard their assets but also seize opportunities for growth and efficient wealth transfer. With a global presence yet a strong community-focused ethos, the company is dedicated to furnishing clients with attentive, relevant, and objective-driven financial solutions. By blending years of experience with a personalized touch, Jeffrey Pasche - Raymond James stands out as a trusted partner in navigating the complexities of the financial world. Generated using this brand's available 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 Traverse City, MI, Trevis Gillow - Raymond James is a distinguished financial services establishment specializing in tailored wealth management solutions, investment banking, and asset management. Catering to a diverse clientele including individuals, businesses, and municipalities, they excel in providing comprehensive financial planning services, portfolio advisory strategies, and personalized assistance aligned with each client's unique financial objectives. With a strong emphasis on prudent risk management and a commitment to fostering growth and protection of financial resources, Trevis Gillow - Raymond James stands out for their dedication to delivering attentive, objective-based solutions. Drawing on their extensive experience and global reach, they offer detailed analysis and personalized attention to help clients navigate complex financial landscapes effectively, ensuring a community-oriented approach that resonates with those seeking meaningful financial guidance. Generated using this brand's available information