EDWARD JONES

Located in Olympia, WA, Edward Jones Investments - Weston S Weller Sr, stands as a financial services hub specializing in assisting individuals, families, and small businesses in achieving their investment aspirations and financial objectives. Their services extend beyond mere financial planning, encompassing personalized guidance tailored to each client's unique needs, whether in investment management, retirement and estate planning, or education savings programs. The firm prides itself on a network of devoted financial advisors spread across the country, fostering robust advisor-client bonds through consultative sessions and continual assistance, ensuring clients are well-prepared for life's changing circumstances. At Edward Jones Investments - Weston S Weller Sr, the focus lies on delivering individualized care, shunning cookie-cutter approaches in favor of bespoke strategies that cater to diverse investor profiles. By eschewing a one-size-fits-all mentality and opting for thoughtful planning and tailored solutions, the firm makes sophisticated financial planning accessible to a broad spectrum of clients, elevating the financial well-being of those they serve with a commitment to personalized service and holistic support. Generated using this brand's available information

Waddell & Reed in Olympia, WA is a financial services firm that offers investment management and financial planning services to individuals and businesses. With a focus on personalized strategies and long-term goals, Waddell & Reed aims to help clients navigate the complexities of the financial world and make informed decisions about their money.Generated from their business information

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.