Edward Jones - Financial Advisor: Amanda Holeman

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 Bend, OR, Clay Trenz - Raymond James is a financial services company specializing in tailored wealth management services, investment banking, asset management, and capital market solutions. Catering to individuals, businesses, and municipalities, they offer comprehensive financial planning, portfolio advisory strategies, investment research, and client-specific goal-based assistance. Drawing on decades of experience, the team at Clay Trenz - Raymond James is dedicated to guiding clients through intricate financial scenarios with personalized attention and detailed analysis. Emphasizing prudent risk management, the company provides clients with opportunities to enhance, safeguard, and efficiently transfer their financial assets. Despite its global reach, Clay Trenz - Raymond James maintains a community-focused approach, prioritizing attentive, objective-based solutions that are both meaningful and impactful. By delivering thoughtful guidance and fostering a commitment to excellence, they ensure clients receive tailored financial strategies that align with their unique objectives. Generated using this brand's available information