Stephen PIRCH-COUNTRY Financial Rep

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

The further you go in your financial life, the more complex it becomes. Thats why you need a partner who can help you plot a course.The Edelman Financial Engines office in Lees Summit open by appointment only is here for you, serving the eastern region of the Kansas City metro area, including Lee's Summit, Independence and Blue Springs. Whether youre accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Wise Wealth, LLC is committed to working alongside you to build a solid financial future. Honesty, integrity, and the Golden Rule are at the core of how Wise Wealth operates under the direction of its founder, Stephen Stricklin, CFP(R). As an independent, full-service, registered investment advisor firm, Wise Wealth does not represent any particular third-party company or specific financial products, and therefore acts solely in your best interest. The Wise Wealth slogan is "First Wisdom, Then Wealth" -- a timeless principle that provides the blueprint for successful wealth management. By utilizing a step-by-step process, we help educate, advise, and prepare our clients for the future. Wise Wealth thrives on Stephen Stricklin's passion for helping others achieve their financial goals.