Raymond James Financial Services

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

Established in 1937, Waddell & Reed Inc. is one of the oldest mutual fund companies in the United States. Based in Independence, Mo., it provides assistance in mutual funds, retirement plans, educational funding, managed accounts, insurance, financial/cash management and other investments. The company distributes investment products through its Waddell & Reed Advisors channel, Wholesale channels and Institutional distribution segment. The company offers asset management and financial planning services through its subsidiary firm Waddell & Reed Investment Management Company. Additionally, its underwriting and distribution business operates through three brokers/dealers, such as Waddell & Reed Inc., Ivy Funds Distributor Inc. and Legend Equities Corporation.

Caliber Wealth Management, nestled in Leawood, KS, stands as a beacon of financial expertise. Specializing in customized wealth management services, investment banking, asset management, and capital market solutions, they cater to a diverse clientele, including individuals, businesses, and municipalities. Their seasoned team offers tailored financial planning, strategic portfolio advice, in-depth investment research, and targeted support to help clients achieve their unique financial objectives. With a strong emphasis on meticulous risk management and a commitment to nurturing financial growth, Caliber Wealth Management goes beyond borders to provide insightful solutions. Their client-centered philosophy fosters a global outlook with a local touch, ensuring that every client receives attentive, purpose-driven, and objective-oriented financial guidance. At Caliber Wealth Management, navigating intricate financial landscapes is made simpler through a blend of thorough analysis, personalized care, and a steadfast dedication to empowering clients to safeguard, expand, and seamlessly transition their financial assets. Generated using this brand's available information