Edward Jones Investments

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

Legacy Advisory Group Inc., based in Madison, WI, is an independent financial services agency founded in 2007. Specializing in alternatives to traditional financial planning, the agency offers individualized guidance to assist clients in all stages of life. Under the leadership of Mary Owen, Legacy Advisory Group Inc. follows the principals of the Prosperity Economics Movement, providing holistic financial advice from a woman's perspective. Through a signature education process, Mary helps clients make informed decisions to confidently plan for their financial future.Generated from the website

DMA Tax Accounting is a trusted financial services provider in Monona, WI, offering a wide range of personalized services to help individuals and businesses achieve their specific goals. With a focus on building excellent client relationships, their experienced team provides individualized attention and expert advice to maximize profits and minimize risks. Whether it's tax planning, accounting consulting, or on-site bookkeeping, DMA Tax Accounting is dedicated to helping clients make informed financial decisions and attain long-term success. With a commitment to the safety and well-being of their clients and community, DMA Tax Accounting is taking necessary precautions during the COVID-19 pandemic, following guidelines from local health agencies. Their team ensures a hygienic environment, maintains appropriate distancing, and requires visitors to wear masks. As a proud member of the community, DMA Tax Accounting is dedicated to providing high-quality service and helping clients navigate their financial journeys with confidence and peace of mind.Generated from the website