Edward Jones - Financial Advisor: Trey Carpenter

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.

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

David J Frey - Raymond James Financial Services, located in Monroe, WI, is a hub for personalized wealth management solutions. Specializing in tailored financial planning and investment strategies, this establishment caters to a diverse clientele comprising individuals, businesses, and municipalities. Boasting a wealth of experience, the team at David J Frey focuses on providing detailed analysis and individualized support to guide clients through intricate financial landscapes. At David J Frey - Raymond James Financial Services, a strong emphasis is placed on prudent risk management and fostering opportunities for financial growth and protection. With a global perspective tempered by a local touch, this company stands out for its commitment to delivering objective-based solutions that meet the unique goals of each client. By offering comprehensive portfolio advisory services and specialized assistance, David J Frey ensures that clients receive the attention and strategies needed to effectively manage and transfer their financial resources. Generated using this brand's available information