Shelter Insurance-Dean BTTGL

Tax Preparation, Accounting/Bookkeeping, Consulting and Quickbooks Training

Located in Pleasant Hill, MO, Edward Jones - Financial Advisor: Matt Logan is a financial services establishment specializing in assisting individuals, families, and small businesses in achieving their financial aspirations. Matt Logan, a dedicated financial advisor, provides personalized support and expert guidance across various financial aspects, including investment management, retirement planning, estate planning, and education savings programs. The firm prides itself on fostering strong advisor-client connections, offering consultations and continuous assistance to help clients navigate the complexities of financial planning with confidence. At Edward Jones - Financial Advisor: Matt Logan, the emphasis lies on tailored solutions and individualized care, ensuring that each client receives a customized approach to address their unique financial goals. By prioritizing thoughtful planning over generic, one-size-fits-all strategies, Matt Logan makes comprehensive financial planning accessible and engaging for a diverse range of investors. With a commitment to building lasting relationships and providing ongoing support, this establishment is dedicated to helping clients prepare effectively for the ever-changing stages of life. Generated using this brand's available information

Located in Pleasant Hill, MO, Edward Jones - Financial Advisor: Jason L Kurz is a part of the esteemed financial services firm dedicated to assisting individuals, families, and small businesses in achieving their investment objectives and financial aspirations. Jason L Kurz provides personalized guidance tailored to each client's unique needs, covering a spectrum of services including investment management, retirement and estate planning, and educational savings programs. At this branch of Edward Jones, clients can benefit from the expertise of Jason L Kurz, a seasoned financial advisor committed to fostering strong relationships with clients. Through personalized consultations and ongoing support, clients receive the necessary tools to navigate life's various financial stages with confidence. By focusing on individualized care and crafting bespoke strategies, Jason L Kurz ensures that thoughtful financial planning is within reach for a diverse range of investors seeking a more personalized and engaging advisory experience. Generated using this brand's available information