Felts Jerry CFP

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

At Heritage Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Spokane, WA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

LORAN GRAHAM Co. is a financial services company that provides financial planning, investment advice, and wealth management services. LORAN GRAHAM Co. is a Registered Investment Advisor (RIA) and is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). The company offers a wide range of financial services, including: * Retirement planning * Estate planning * Tax planning * Investment management * Insurance * Financial education LORAN GRAHAM Co. is committed to providing its clients with the highest quality of service and is dedicated to helping them achieve their financial goals.