EDWARD JONES INVESTMENTS - Lisa Kerwin

LPL Financial, nestled in Bainbridge Island, WA, operates as an autonomous broker-dealer, presenting a diverse range of investment products and advisory services tailored for financial advisors, institutions, and RIAs. Emphasizing personalized financial guidance, they equip partners with cutting-edge resources and technology platforms, fostering a seamless avenue for delivering tailored wealth management solutions. Specializing in compliance oversight, practice management, and advanced technology services, LPL Financial plays a pivotal role in enabling advisors to navigate the intricate financial services domain with heightened efficiency and precision. By championing independence and innovation, they serve as a vital support system for financial advisors seeking to elevate their client engagement strategies in today's dynamic marketplace. Generated using this brand's available information

Welcome to Merrill Lynch in Bainbridge Island, WA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

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