Edward Jones Investments

Stifel, located in West Bend, WI, is a diversified global wealth management and investment banking company dedicated to assisting individuals, families, and organizations in achieving their financial objectives. Their approach emphasizes personalized service and tailored strategies to help clients plan for retirement, save for education, manage taxes, and enhance income. By fostering face-to-face interactions, Stifel aims to deeply understand each client's unique financial goals, enabling their team of experienced Financial Advisors to craft individualized plans. Clients can expect professional guidance in assessing their current financial position, developing asset allocation strategies, and selecting investments aligned with their objectives and risk tolerance. The firm's commitment to building strong client relationships is exemplified through their renowned research and investment insights, empowering clients to make informed decisions. Whether seeking to grow wealth, plan for the future, or navigate market fluctuations, Stifel offers comprehensive financial services aimed at fulfilling clients' long-term aspirations. Generated from the website content

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. COR Financial Group is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in West Bend, 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.

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.