Edward Jones - Financial Advisor: Nathan R Falso, CFP®

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

Citizens Securities Inc., a registered broker-dealer and SEC-registered investment adviser, offers a range of securities insurance products and investment advisory services. Affiliated with Citizens Bank N.A., the firm is a member of FINRA and SIPC, ensuring compliance and protection for its clients' investments. In addition to traditional banking services, Citizens Securities Inc. collaborates with Clarfeld Financial Advisors LLC to provide comprehensive financial strategies tailored to individual goals and risk tolerances. Investment decisions at Citizens are subject to risks, including potential loss of principal, emphasizing the importance of personalized assessments for successful financial outcomes. Generated from the website