Waddell & Reed

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

Royal Alliance Associates, now operating as Osaic, offers a range of securities and investment advisory services through Osaic Wealth Inc. and its affiliated broker-dealers, including Triad Advisors LLC and Securities America Inc., all of which are members of FINRA and SIPC. With a commitment to professionalism, Osaic provides advisory services through a network of registered investment advisers, ensuring clients have access to a diverse set of financial solutions designed to meet their investment needs. Generated from the website

Jay Smith - Raymond James, situated in Oxford, MI, is a distinguished financial services establishment that specializes in tailored wealth management solutions, investment banking, asset management, and capital market offerings. Catering to a diverse clientele comprising individuals, businesses, and municipalities, they offer a holistic array of financial planning services, portfolio advisory strategies, and specialized support to align with each client's unique objectives. Drawing on their extensive expertise, the team excels in providing meticulous analysis and personalized care, guiding clients through intricate financial landscapes with a keen focus on prudent risk management. Renowned for their commitment to empowering clients to enhance, safeguard, and seamlessly transfer their financial assets, Jay Smith - Raymond James blends global expertise with a localized, community-centric ethos. By combining a global reach with a personalized touch, the company ensures that clients receive attentive, objective-driven solutions that resonate with their financial aspirations. With an unwavering dedication to offering insightful, purposeful, and tailored financial services, Jay Smith - Raymond James stands as a beacon of excellence in the realm of wealth management and investment strategies. Generated using this brand's available information