EDWARD JONES INVESTMENTS - Jeiccy J Hakim

Located in Houston, TX, Edward Jones Investments - Jonathan C Soares is a financial services firm dedicated to assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. Their emphasis lies in providing personalized guidance tailored to each client's unique needs, covering investment management, retirement and estate planning, and education savings initiatives. The firm's team of committed financial advisors extends nationwide, focusing on fostering enduring advisor-client relationships through personalized consultations and continuous support to help clients navigate life's various stages. At Edward Jones Investments - Jonathan C Soares, the core philosophy revolves around individualized client care, offering bespoke strategies rather than a one-size-fits-all, transactional approach. By making meticulous planning accessible to a diverse range of investors, the firm ensures that thoughtful financial planning is within reach for all. Clients can expect a personalized and engaging experience that is centered on their specific financial goals, supported by a team of dedicated professionals ready to guide them through their financial journey with expertise and care. Generated using this brand's available information

Waddell & Reed in Houston, TX is a financial services firm that offers a range of investment and wealth management solutions to individuals and businesses. With a focus on personalized financial planning, Waddell & Reed strives to help clients navigate the complexities of the financial markets and achieve their long-term financial goals. Generated from their business information