Invest Financial Corporation

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

Since 1971 Baird Investment Management (BIM) has been managing client assets. BIM consists of a team of 9 investment professionals who, at March 31, 2006, managed approximately $5.3 billion in assets in customized portfolios, inclusive-fee programs and mutual funds. BIM's investment philosophy emphasizes in-depth research to uncover high-quality growth securities for long-term investment. BIM is an investment advisory and portfolio management entity that draws upon comprehensive research sources to assist portfolio managers and analysts in the investment decision-making process.

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