EDWARD JONES INVESTMENTS - Michael Y O'Brien

Primerica is dedicated to helping families achieve financial independence through education and personalized financial solutions. With over 48 years of experience, their licensed representatives empower clients by simplifying complex financial concepts and providing tailored options such as term life insurance, investments, and debt solutions. Rooted in a people-first philosophy, Primerica focuses on understanding the unique needs of middle-income families. Their Financial Needs Analysis and ongoing support through personalized portals offer clients the tools necessary to track progress and attain their financial goals. Generated from the website

Located in Milwaukee, WI, Edward Jones Investments, under the stewardship of Laura Peters-Shimko, serves as a financial services firm catering to the diverse needs of individuals, families, and small businesses. Their core mission revolves around assisting clients in navigating the intricate landscape of investment goals and financial planning requirements, offering personalized guidance that is tailored to each unique situation. Specializing in investment management, retirement and estate planning, and education savings programs, Edward Jones strives to provide comprehensive solutions that align with the long-term objectives of their clientele. With a strong emphasis on cultivating enduring relationships, Edward Jones ensures that dedicated financial advisors are readily available across the nation. By fostering strong connections through consultations and continuous support, the firm stands out for its commitment to helping clients prepare for the various stages of life's journey. Through a focus on individualized care and bespoke strategies, Edward Jones Investments, led by Laura Peters-Shimko, delivers a thoughtful and accessible approach to financial planning, making it a go-to destination for a wide range of investors seeking a personalized touch. Generated using this brand's available information