Ameriprise Financial Advisors

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

Located in Sunbury, OH, Edward Jones - Financial Advisor: Kelsey M Burgett is a financial services destination specializing in assisting individuals, families, and small businesses in achieving their investment objectives and financial aspirations. The firm's focus lies in delivering tailored solutions encompassing investment management, retirement and estate planning, and education savings programs to meet the diverse needs of their clients. At Edward Jones, clients benefit from the expertise of dedicated financial advisors spread across the nation, committed to fostering enduring advisor-client relationships. By offering personalized consultations and continuous support, the firm equips clients with the necessary tools to navigate life's various stages effectively. With an emphasis on individualized care and bespoke strategies, Edward Jones ensures that thoughtful financial planning is within reach for investors from all walks of life. Generated using this brand's available information

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Lisa Bonner is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Lewis Center, OH make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.