Tacoma Financial Strategies

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

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.

Shelgren Financial Group, located in University Place, WA, is an investment advisory company specializing in retirement planning, financial planning, tax preparation, insurance, and more. With a comprehensive range of services including estate planning, college funding plans, tax preparation, and asset allocation analysis, Shelgren Financial Group is dedicated to helping clients achieve their financial goals. Generated from their available business information