Fifth Third Preferred - James Dores

Fifth Third Securities brings you personalized service combined with comprehensive financial services to help preserve and grow your assets, protect your family, and help you create the lifestyle you want. Our objective is to help provide a path, connecting you to the future you desire — whether you’re investing for financial growth, preparing to send kids to college, planning for your retirement, or working toward another goal. The experienced Investment Professionals at Fifth Third Securities will work hard on your behalf to help bridge the gap between where you are, and where you want to go. As your situation or objectives change, your Investment Professional is here for you to discuss ways to adapt your strategy.

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

Dunphy Wealth Management is a Cincinnati-based financial advisory firm that specializes in investment management, financial planning, and tax advisory services for individuals and small businesses. With over 40 years of experience, their team of experts is dedicated to understanding clients' needs and providing cutting-edge tax advice to contribute to their success. They offer active investment management with fees based on a percentage of assets under management, helping clients identify growth or income strategies based on their time horizons and risk tolerance levels. Additionally, Dunphy Wealth Management provides tax expertise and preparation services, as well as financial and estate planning, tailored to each client's individual needs and concerns.Generated from the website