Hilltop Securities Inc.

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in The Woodlands is here for you, serving Montgomery County and the surrounding areas, including The Woodlands, Conroe, Spring, Kingwood and North Houston. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

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 position you for financial independence, and to give you complete confidence. We do it by creating comprehensive financial plans that are fine-tuned to build and protect your financial well-being. We’re there to implement, manage, coach, coordinate, and educate all along the way. Building trust is our highest calling. Managing risk is our expertise. And strategic financial planning is our unique approach. That’s how we get you get from point A to points beyond. Position Wealth, LLC (CRD # 325116/SEC#:801-127393), is an SEC Registered Investment Advisor ("RIA") with its principal place of business in The Woodlands, Texas. Position Wealth LLC might also operate under a trade name or DBA of Position Wealth.