Merrill Lynch

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

Summit Wealth Management, LLC is a financial planning firm based in Salem, OR, dedicated to providing personalized investment planning services to individuals. Their team assesses clients' financial situations, develops customized plans, and offers ongoing advice and support to help investors thrive and succeed. With a mission to go beyond annual returns and net worth statements, Summit Wealth Management is committed to delivering financial confidence, comfort, and clarity to clients at all stages of life. They offer services such as investing, retirement planning, estate planning strategies, insurance, education planning, and tax planning strategies to help individuals achieve their financial goals and secure their future.Generated from the website

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