Ianagel Wealth Management LLC

Thrivent Financial, based in Mequon, WI, is dedicated to helping individuals plan their finances with a focus on personal values and community impact. Their financial advisors provide personalized consultations to establish goals, create actionable plans, and offer ongoing support as clients navigate their financial journeys. Additionally, Thrivent emphasizes the importance of community involvement, with clients and volunteers contributing significant time and funds to address various needs across the nation. Through their financial planning services and commitment to generosity, Thrivent aims to put clients' money where their heart is. Generated from the website

Nagel Wealth Management is a financial advisory firm based in Mequon, WI, specializing in personalized wealth management solutions for individuals and families. With a focus on comprehensive financial planning and investment management, Nagel Wealth Management aims to help clients achieve their long-term financial goals through strategic guidance and tailored recommendations. Generated from their business information

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