EDWARD JONES INVESTMENTS - Bart Dalton

Located in Lakewood, WA, Edward Jones Investments, overseen by Charles J Dietrich, stands as a financial services firm dedicated to assisting individuals, families, and small businesses in achieving their investment aspirations and financial objectives. Offering personalized guidance, they focus on tailored solutions spanning investment management, retirement and estate planning, and education savings programs, ensuring a comprehensive approach to financial well-being. With a network of committed financial advisors spread nationwide, the firm places a high value on fostering strong advisor-client connections through in-depth consultations and continuous support, enabling clients to navigate life's changing phases with confidence. Edward Jones Investments distinguishes itself by prioritizing individualized client attention, crafting bespoke strategies that go beyond mere transactions to provide a meaningful and accessible financial planning experience for a diverse range of investors. Generated using this brand's available information

Established in 1986, Primerica Financial Services offers a variety of investment products and financial services. With headquarters in Duluth, Ga., the company initially focused on selling affordable life insurance plans to middle-income families. Since then, it has grown into one of the leading financial companies in the United States, with more than 100,000 licensed independent representatives. Primerica Financial Services and its affiliates are subsidiaries of the Citigroup, which is a multinational financial services company and has more than 200 million customers in over 100 countries. The group operates the well known Citibank, Banamex and CitiFinancial brands and has more than $1 trillion in assets. It pays an average of $2 million in death claim benefits every day. Primerica Financial Services offers term life insurance, mutual funds and variable annuities, as well as legal services to nearly 5 million customers. It employs more than 2,000 individuals and conducts business in the U.S., Canada, Puerto Rico and Spain.

H&R Block in Lakewood, WA, stands as a trusted establishment offering specialized tax preparation and financial services for individuals and small businesses alike. Certified tax professionals at this location extend personalized assistance to ensure accuracy and compliance with ever-changing tax regulations. Alongside traditional in-person services, H&R Block equips clients with a suite of digital tools and resources for seamless online tax filing, catering to diverse preferences and needs. Not limited to tax preparation, H&R Block in Lakewood goes the extra mile by providing essential services such as tax consultation, refund management, and support in handling IRS inquiries. Their holistic approach aims to simplify tax management, empowering clients to navigate financial responsibilities with ease and confidence. With a commitment to offering comprehensive support, this branch of H&R Block strives to make tax-related tasks more accessible and stress-free for everyone they serve. Generated using this brand's available information