Waddell & Reed

Our clients have chosen and recommended us for our personalized approach to retirement planning and investment management. Recognizing that everyone's economic and life situation is unique and ever changing, Synergy Financial Advisors focuses on a relationship-based process to provide personalized solution to investment management and financial planning. We are not commission based advisors looking to move you into one of our products, but instead focus on your objectives and goals and the steps needed to move you towards achieving them.

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.

Peterson Wealth Advisors are Retirement Income Planning specialists. Using our proprietary Perennial Income Model we're able to create a reliable stream of inflation-adjusted income throughout your retirement. This model has been repeatedly tested in extreme market conditions since 2007. It is set up to account for the modern-day challenges of longer lifespans, inflation, and stock market volatility. As independent, fee-only CFP advisors we offer total cost transparency and zero commissions.