Edward Jones - Financial Advisor: Lauren Berry, CFP®

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.

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

Dating back to 1879, Bankers Life provides a broad selection of life and health insurance products designed for Americans who are near or in retirement. With 230 offices, our 4,500 insurance agents/producers live and work in their local communities. Our agents take the time to get to know you, listen to your needs and values, and are dedicated to helping you meet your goals for a secure retirement. Get to know Bankers Life - and learn why our 1.1 million customers trust us to help protect their financial future, ensuring a healthier and rewarding retirement. Bankers Life is part of CNO Financial Group, Inc., whose companies provide life and health insurance, annuities, financial services and workforce benefits solutions.