Edward Jones - Financial Advisor: Richard K Wallace

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

Located in Waco, TX, Edward Jones - Financial Advisor: Shawna B Roscom, is a reputable financial services firm specializing in assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. Shawna B Roscom and the team offer tailored guidance, focusing on custom solutions encompassing investment management, retirement and estate planning, and education savings initiatives. Their network of dedicated financial advisors spans across the country, underscoring their commitment to fostering enduring advisor-client connections through personalized consultations and continuous assistance to equip clients for the various stages of life. At Edward Jones - Financial Advisor: Shawna B Roscom, the emphasis lies on individualized client support, crafting unique strategies rather than a one-size-fits-all approach, to deliver a more thoughtful and inclusive planning experience for a diverse range of investors. With a philosophy centered on attentive client service, Shawna B Roscom and the team prioritize building lasting relationships, ensuring that clients have access to comprehensive financial planning resources and expert guidance to navigate the complexities of financial management effectively. This establishment is a reliable destination for those seeking personalized financial advice and strategic planning to secure their financial future. Generated using this brand's available information

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.