Edward Jones - Financial Advisor: James S Packard, CEPA®

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.

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

B.O.S.S. Retirement Solutions and Advisors, located in Ogden, UT, is an independent financial services firm dedicated to helping individuals and families create tailored retirement strategies. Their approach, encapsulated in the B.O.S.S. Retirement Blueprint™, focuses on optimizing income, investments, taxes, and legacy strategies to provide clients with confidence on their retirement journey. The firm emphasizes the importance of proactive planning to avoid potential tax pitfalls during retirement and offers various services, including tax minimization and Social Security maximization. With a commitment to understanding each client's unique vision for retirement, B.O.S.S. aims to build the Optimal System of Security for a financially secure future. Generated from the website