Edward Jones Investments

Located in Portland, OR, Edward Jones is a distinguished financial services firm dedicated to assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. Specializing in personalized guidance, they focus on delivering customized solutions spanning investment management, retirement and estate planning, and education savings initiatives. The firm's commitment to fostering strong advisor-client connections is evident through their team of financial advisors available across the nation, offering consultations and ongoing support to help clients navigate the ever-changing landscape of life. At Edward Jones, the emphasis lies on individualized client support, steering away from a one-size-fits-all approach towards tailored strategies that cater to diverse investor needs. Their philosophy revolves around thoughtful planning and comprehensive care, ensuring that each client receives a personalized experience that transcends traditional transactional services. By making meticulous planning accessible and engaging for a wide range of investors, Edward Jones sets itself apart as a beacon of expertise and reliability in the realm of financial services. Generated using this brand's available information

James Parker - UBS Financial Services Inc. is a reputable wealth management firm located in Lake Oswego, OR. With nearly 30 years of experience in the financial industry, James Parker has built a successful practice by combining global financial insight with main street values. He emphasizes the importance of creating a plan before investing and regularly revisiting that plan to ensure clients are on the right track towards their financial goals. Backed by the strength of UBS, a world-leading wealth manager with $5 trillion in invested assets globally, James Parker and his team provide insight-based advice to help clients confidently pursue their life goals. They prioritize understanding each client's priorities and concerns, working together to look at the big picture and discuss their vision for the future. With a focus on liquidity management and a commitment to excellence, James Parker - UBS Financial Services Inc. offers finely crafted financial advice tailored to what matters most to their clients.Generated from the website

UBS Financial Services in Lake Oswego, OR, is a leading financial institution specializing in comprehensive wealth management, asset management, and investment banking services. The firm offers tailored advice and investment solutions for distinguished investors, families, and corporate clients, leveraging insights to help navigate complex financial landscapes. Committed to creating superior value for clients and shareholders, UBS emphasizes expertise, execution, and contributing to societal well-being. The firm also focuses on cybersecurity measures to protect client data and prevent fraudulent activity, ensuring a safe environment for financial transactions. Generated from the website