Becky Miller Insurance Agency

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

NR Smith and Associates is a traditional certified public accounting firm with an emphasis on tax services as part of financial planning. As certified public accountants, we serve with the integrity expected of CPAs.

CAPSTONE Investment Group, LLC, based in Olympia, WA, is a seasoned financial advisory firm with over 100 years of combined fiduciary experience. Founded in 2004 by Patrick McClelland and later joined by Sandra Drennon and Steven Elliott, the firm prioritizes personal relationships and a disciplined approach to money management. With a focus on wisdom, discipline, and understanding, CAPSTONE is dedicated to serving clients by building and managing wealth through meaningful relationships and unbiased advising. The team places high value on individual values, hopes, and fears, delivering active management of client funds with a generational understanding of financial and estate planning needs.Generated from the website