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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.

Oppenheimer & Co., located on the corner of Walnut Blvd and Second Street in Rochester, MI, offers a range of financial products and services tailored to high-net-worth individuals, families, corporate executives, businesses, and institutions. With a strong local presence and access to national resources, their financial advisers deliver unbiased advice on stocks, bonds, mutual funds, and insurance products. Whether you are at the beginning of your financial journey or planning for retirement, managing a household or a Fortune 500 company, Oppenheimer provides the necessary resources to help you achieve your financial goals effectively and efficiently. Generated from their available business information

Sapientia Private Wealth Management is a trusted financial advisory firm based in Rochester, MI, specializing in providing comprehensive wealth management services to successful individuals and families. With a focus on preserving wealth, managing risk, and minimizing taxes, their knowledgeable team offers personalized strategies for retirement planning, college planning, portfolio management, and business exit planning. Driven by their commitment to delivering an uncompromised level of personal attention, Sapientia Private Wealth Management takes a holistic approach to address every aspect of their clients' financial lives. Their experienced advisors, backed by professional designations and extensive expertise, provide insightful investment advice tailored to individual needs and goals, ensuring a secure and prosperous financial future.Generated from the website