Edward Jones - Financial Advisor: Bill Kay

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

Patriot Asset Advisors was formed to provide greater Columbus, Ohio, residents access to a more personalized, high-touch, fiduciary-focused retirement planning experience. We realized that Central Ohio was unserved in investment management choices. We believe holistic planning is better than many firms' cookie-cutter, one-size-fits-all investment approach.

At Maxwell Financial Management, we approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals. To us, you’re not just a number or one portfolio of many. You're our priority, and we have built our firm around helping you succeed. Contact us today to get started.