Edward Jones Investments

UBS in Portland, OR, is a prominent player in global wealth management, offering a comprehensive suite of tailored investment services and solutions for individual investors and families. The firm also provides asset management capabilities across various asset classes, catering to private clients, intermediaries, and institutional investors. In addition to wealth management, UBS delivers advisory services and access to global capital markets for corporate and institutional clients, along with customized solutions for North American subsidiaries of Swiss corporations. The firm emphasizes its commitment to creating superior value for clients and shareholders while fostering a secure and sustainable environment. Generated from the website

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 Portland, Oregon, Edward Jones Investments is a renowned financial services firm that caters to the unique needs of individuals, families, and small businesses seeking expert guidance in investment strategies and financial planning. Their array of services encompasses not only investment management but also retirement and estate planning, alongside specialized education savings programs designed to secure clients' financial futures. At Edward Jones Investments, clients benefit from the personalized touch of dedicated financial advisors available nationwide. By fostering strong advisor-client bonds, the firm goes beyond traditional financial services, offering tailored solutions and continuous support to ensure clients are well-equipped to navigate life's financial milestones. With a focus on individualized care and custom approaches, Edward Jones makes the complexities of financial planning accessible and comprehensible to a diverse range of investors, elevating the standard of service in the financial advisory realm. Generated using this brand's available information