EDWARD JONES INVESTMENTS - Lewis S Schwartz

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Located in Broken Bow, OK, Edward Jones Investments - Sam McDaniel stands as a beacon of financial expertise and support for individuals, families, and small businesses. Specializing in investment management, retirement and estate planning, and education savings programs, this firm offers personalized guidance to help clients achieve their financial aspirations. With a network of dedicated financial advisors spread nationwide, Edward Jones emphasizes the importance of fostering strong relationships with clients through consultations and continuous support as they navigate life's financial milestones. At Edward Jones Investments - Sam McDaniel, the focus is on delivering tailored solutions that cater to each client's unique needs, ensuring a personalized experience that goes beyond the conventional transactional approach. By prioritizing individual client care and crafting customized strategies, the firm makes thoughtful financial planning accessible to investors of all backgrounds. Whether you're planning for retirement, managing investments, or saving for future endeavors, Edward Jones Investments - Sam McDaniel is committed to guiding you on your financial journey with expertise and dedication. Generated using this brand's available information

H&R Block tax professionals know taxes and can handle your tax needs and maximize your refund. Set up an appointment in your local tax preparation office or work with your tax consultant from home. Whether you come in to your local Broken Bow H&R Block office to work with your tax pro or drop off your documents and go, your well-being is our top priority. By deep cleaning offices, disinfecting high-touch areas after each appointment, and social distancing, we're doing our part to keep our communities safe. If you want to work with your tax pro from home - just call and ask to use our Digital Drop-Off service. You'll get an email from a tax pro with a link to upload your documents.