Edward Jones

Aligned Wealth Group is a local financial advising firm. We believe in comprehensive planning and assist clients across multiple areas of financial planning. Examples include reviewing portfolios, retirement planning, life insurance, small business retirement plans, extended care options, education strategies, and social security strategies.

The Trust Company, based in Columbia, MO, is an independent wealth management firm dedicated to creating, preserving, and enhancing clients' financial peace of mind. With a focus on multi-dimensional planning and personalized services, their team of Certified Financial Planner Professionals strives to serve a diverse range of clients, including families, businesses, nonprofits, and government employees. Committed to transparency and acting in the best interests of their clients, The Trust Company offers investment management, retirement plan services, and trust and estate services to help individuals and organizations achieve their financial goals. Their fiduciary approach, combined with a client-centric philosophy, sets them apart as a trusted partner in navigating the complexities of personal finance.Generated from the website

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Nate Simmons is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Columbia, MO make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.