Edward Jones - Financial Advisor: Dick Denning

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

Muhlenkamp Associates LLC is a certified public accounting firm based in Mercer County, Ohio, offering a range of services including accounting, payroll, tax preparation, and financial planning for individuals, businesses, and farms. The firm is dedicated to serving as a trusted source for responsive tax and financial solutions, focusing on defining client goals to craft personalized plans with integrity. With a mission centered on providing exceptional service, Muhlenkamp Associates aims to help clients achieve their unique financial dreams through comprehensive planning and expert guidance. Their team emphasizes a commitment to accurate and reliable solutions tailored to meet the diverse needs of their clientele. Generated from the website

Raymond James Financial Services in Celina, OH is a global financial firm that specializes in providing trusted advice and sophisticated strategies for individuals and institutions. Their wide range of services includes wealth management, investment solutions, financial planning, estate planning, insurance solutions, and institutional services. With a strong focus on people and their financial well-being, Raymond James is committed to working responsibly and sustainably, evident through their corporate responsibility initiatives. They also prioritize creating a supportive and inclusive culture for their employees. Generated from the website