Edward Jones - Financial Advisor: Katrina E Williams

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

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

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.