Lynne Ellen Dumas-Shivers, AGT - Lynne Shivers: Primerica-Financial Services

Wolakota Financial Advisors, based in Ypsilanti, MI, is a Registered Investment Adviser led by Michael Rudy, who is both an investment adviser representative and an Enrolled Agent authorized to represent clients before the IRS. The firm specializes in personal tax planning, tax preparation, and comprehensive financial advisory services, maintaining a commitment to fee-only financial planning. With a vision centered on helping individuals overcome their personal limitations and achieve their highest potential, Michael Rudy brings a wealth of experience, having been apprenticed to the esteemed Bert Whitehead. He is actively involved in the National Association of Personal Financial Advisors, ensuring the firm adheres to the highest standards of professional financial planning. Generated from the website

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

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.