Edward Jones - Financial Advisor: Sherry L Plevak

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

Thrivent Financial, based in Germantown, WI, is dedicated to helping individuals create financial plans that align with their values and community involvement. Their financial advisors offer services in financial planning, budgeting, retirement planning, and investment guidance, all tailored to meet clients' unique goals. In addition to financial services, Thrivent emphasizes the importance of giving back, encouraging clients to engage in volunteerism and charitable donations. Through their initiatives, Thrivent clients collectively contributed millions in donations and volunteer hours to address community needs across the nation. Generated from the website

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Jody Slak is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Germantown, WI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.