Edward Jones - Financial Advisor: Juhee T Patel, AAMS®|CRPC™

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

Our mission is to help our hard-working and hard-saving clients to make their golden years just that – truly golden. Recommendations are made by Bryan G. Wayt, an advisor since 1995 and a CERTIFIED FINANCIAL PLANNER® professional since 2001.

Braaten Woods M&A Brokers is a highly experienced and knowledgeable firm specializing in mergers, acquisitions, and business brokerage. With a focus on technology and service businesses in the $1MM - $20MM range, they provide expert guidance throughout the entire selling process, ensuring successful transactions and maximum payoff for sellers. Founded by M&A professionals with diverse backgrounds, including Harvard Law graduates and former business owners, Braaten Woods combines creativity, experience, and legal expertise to get deals done. Their broad perspective, gained from working on all sides of the M&A table, allows them to understand the needs and expectations of both buyers and sellers, making them a trusted partner in the business sales and purchase process.Generated from the website