Mendel, Philip Agt

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

Branden Higley - Western & Southern Life in Maumee, OH offers a comprehensive range of life insurance products, including whole life, universal life, and term life insurance, as well as additional insurance options such as key person insurance and critical illness coverage. Their team provides valuable resources and guidance on the importance of life insurance, how it works, and determining the right coverage amount for individuals and businesses. In addition to life insurance, Branden Higley - Western & Southern Life also specializes in retirement planning services, offering annuities, IRAs, and small business retirement plans. Their expertise extends to estate planning, providing insights on wills, trusts, and inheritance taxes, ensuring clients have a well-rounded approach to financial security and future planning. Generated from the website

Rick Bechtel, President & CEO of Bechtel Financial Services, Inc., is a seasoned veteran of the Financial Services industry with over 35 years of experience helping clients. Rick founded Bechtel Financial Services, Inc. in 1990 to provide clients unbiased, independent, custom-tailored advice. Evan Bechtel, Vice President, helps individuals build a foundation of trust in the financial industry. Jeff Redman, Vice President, has over 30 years of experience in the financial services field focusing on retirement planning, retirement income planning, and succession planning. He has an extensive background working with pre-retirees, retirees, professionals and high net-worth individuals.