Edward Jones - Financial Advisor: James A Harrington, AAMS®

Koenig Investment Advisory is an independent investment advisory firm dedicated to providing investment advice to private investors, trusts, and small businesses. Koenig Investment Advisory LLC ( KIA ) has been providing money management services for 20 years and belongs to a class of financial services firms known as Registered Investment Advisors. As a Registered Investment Advisor, KIA is licensed and regulated by the Securities and Exchange Commission ( SEC ) and has an office in Medford, Oregon. A good portion of KIA clients are located in the greater Seattle area and weeklong trips by a principal are made to Seattle about 4 times per year. Unlike a stock broker we have no proprietary products to sell. As an investment advisor, we have a fiduciary duty to operate with our clients best interests in mind. As such, KIA provides complete disclosure of all fees, operates without conflict of interest, and if so authorized, uses our discretion in selecting and acquiring client investments. We understand that each client has unique needs and we provide personalized solutions based on your goals, objectives and concerns. We believe long term relationships with clients are achieved by anticipating client needs and exceeding client expectations. We believe our performance excellence and reputation depend on professional integrity and ethical acts. KIA is committed to being your financial partner for years to come. Our company values include investing our own assets in the same stocks and funds as the portfolios we manage.

Ashland OR is a charming town known for its vibrant arts scene and outdoor recreation opportunities. Nestled in the scenic Rogue Valley it boasts beautiful parks historic architecture and a rich cultural heritage. Home to the renowned Oregon Shakespeare Festival Ashland attracts visitors and residents alike with its unique blend of small-town charm and artistic flair. Generated from this place's information

LPL Financial in Ashland is a trusted provider of investment and business solutions for independent financial advisors nationwide. With cutting-edge tools, technology, and resources, LPL empowers advisors and their clients to achieve success in the financial realm. Generated from their website's infomation