Kelly Kelleher Reilly & Simpson

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

Revolution Mortgage is a rapidly growing lender, that offers low rates and payments for refinancing and home purchase loans. We leverage technology to boost efficiencies in the loan process to give customers a low rate, fast closing, and a unique brand experience garnering the attention of millennial homebuyers. With brick-and-mortar offices opening across the nation and a digital lending platform that produces a seamless online lending experience, homebuyers are seeing firsthand the future of the mortgage industry.

Citizens Securities Inc. is a registered broker-dealer and SEC-registered investment adviser offering a range of investment products and financial strategies tailored to individual goals and risk tolerances. As an affiliate of Citizens Bank N.A., the firm emphasizes the importance of personal financial planning while ensuring compliance with industry regulations. In addition to its investment advisory services, Citizens Securities Inc. partners with Clarfeld Financial Advisors LLC and provides various insurance products through Estate Preservation Services LLC. Clients are advised that investments carry risks, including the potential loss of principal, and are encouraged to make decisions based on their specific financial situations. Generated from the website