Edward Jones - Financial Advisor: Jody L Frank

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

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.

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