Community Financial

Located in Greendale, WI, Edward Jones Investments, spearheaded by Mathew W Kuhnau, stands as a financial services firm dedicated to assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. Specializing in offering tailored solutions encompassing investment management, retirement and estate planning, and education savings programs, this establishment prides itself on providing personalized guidance that caters to the unique needs of each client. Boasting a network of devoted financial advisors spread across the country, Edward Jones places a strong emphasis on fostering enduring advisor-client connections through in-depth consultations and unwavering support, ensuring clients are well-prepared for the various stages of life. The firm's unwavering commitment to individualized client care shines through in its approach, eschewing a one-size-fits-all mentality in favor of crafting bespoke strategies that make comprehensive financial planning an accessible and tailored experience for a diverse range of investors. Generated using this brand's available information

Securities America, now operating as Osaic Securities, offers a wide range of financial and investment advisory services through its various affiliated entities, including Osaic Wealth Inc. and Triad Advisors LLC. These firms are registered broker-dealers and investment advisers, all members of FINRA and SIPC, ensuring regulatory compliance and investor protection. The company provides a comprehensive suite of products and services, catering to both individual and institutional clients through its network of financial professionals. Additionally, it emphasizes the importance of professional integrity, encouraging clients to verify the background of their financial advisers through FINRA's BrokerCheck. Generated from the website