Waddell & Reed

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.

Located in Tacoma, WA, Edward Jones Investments stands out as a financial services firm dedicated to assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. Their approach revolves around providing customized advice, highlighting personalized solutions spanning investment management, retirement and estate planning, and education savings initiatives. At Edward Jones, a network of committed financial advisors is readily available across the country, underscoring the firm's commitment to fostering robust relationships between advisors and clients through consultations and continuous assistance, ensuring clients are well-prepared for life's various stages. At Edward Jones Investments in Tacoma, WA, the focus is on individualized client support, where tailored strategies take precedence over a one-size-fits-all, transactional model. The firm's ethos revolves around making thoughtful planning accessible to a diverse range of investors, prioritizing genuine care and attention to each client's unique financial journey. By offering a blend of expertise and personalized service, Edward Jones Investments aims to empower clients with the tools and guidance necessary to navigate the complexities of financial planning with confidence and clarity. Generated using this brand's available information

Welcome to Merrill Lynch in Tacoma, 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.