Jay Landreman

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Thrivent is a financial advisory company based in Milwaukee, WI, offering personalized financial advice and solutions to help individuals achieve their goals and values. With a team of licensed professionals, Thrivent guides clients through a 3-step Financial Clarity Process, helping them discover their current situation, decide on actionable goals, and be guided forward with confidence. Through their Financial Planning Framework, Thrivent provides advice and guidance, including a review and analysis of a client's financial situation. They also offer Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is committed to helping clients protect themselves and their families from financial stress during times of change, allowing them to live out their life's story with peace of mind.Generated from the website