Naomi Stiekes: Primerica-Financial Services

Raymond James & Associates is one of the leading, full-service investment firms in the United States. Established in 1962, it is a Florida-based company that offers financial planning services. The company also provides open-end mutual fund research solutions. Raymond James & Associates offers securities distribution services. The company provides clearing solutions. It maintains more than 2,000 locations throughout the United States, Canada and overseas. Raymond James & Associates is a member of the Securities Industry Association, Financial Industry Regulatory Authority, National Futures Association, and Securities Investor Protection Corporation. It manages a staff of over 4,500 employees. The company is a wholly owned subsidiary of Raymond James Financial.

Estate Financial, located in Farmington Hills, MI, offers a range of investment advisory services through Foundations Investment Advisors LLC, an SEC registered investment adviser. The firm specializes in helping individuals, families, business owners, and educators achieve their financial goals with innovative and comprehensive solutions. Their approach emphasizes proactive investment strategies tailored to individual client needs, ensuring that advice is rendered only after proper documentation and disclosures. Estate Financial is committed to delivering quality service while recognizing that investments carry inherent risks and past performance does not guarantee future results. 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