Edward Jones - Financial Advisor: Serina Shi

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 offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.

Ground Work Wealth Management is a Registered Investment Adviser based in Exton, PA, offering financial planning and asset management services. With a personalized approach, they help clients discover their financial goals, build tailored financial plans, and track their progress towards achieving those goals. Ground Work Wealth Management believes in the importance of having a clear idea of what you're saving for, and they provide the confidence and guidance needed to make informed investment decisions. Their team of professionals is dedicated to making necessary adjustments to clients' plans as their life and goals evolve, ensuring a smarter approach to planning their financial future.Generated from the website