Calmwater Financial

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

At Prokopec Wealth Management, we offer individuals, families, and business owners comprehensive services designed to help them build, protect, and preserve their wealth. Our clients range in age from the young family to the mid-career professional to the couple preparing for retirement. Wherever clients are in life, many are concerned with ensuring they will have enough money to last throughout retirement and leave a legacy. In order to address this and their other personal objectives, we utilize a holistic process and offer comprehensive services, including wealth management, financial planning strategies, insurance, and business planning strategies.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Yankton, SD area, Lori Leader will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.