Edr Financial Service

HeartStone Advisors, located in Whitefish, Montana, is a family-owned financial advisory firm with over 65 years of experience in providing trusted financial guidance to clients from diverse backgrounds. Specializing in private wealth management, retirement plan services, family office services, and legacy planning, they focus on building long-term relationships and delivering tailored financial solutions. Founded by Fred Matarazzo, who was inspired by the bond between families and their financial advisors, the firm has evolved under the leadership of Fred's son, Al Matarazzo, and his team. HeartStone Advisors prides itself on its commitment to client satisfaction and its ability to navigate the complexities of financial planning across generations. Generated from the website

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