Baird Robert W & Company Incorporated

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Founded in 1881, Oppenheimer & Company is a full-service investment firm that provides a variety of financial services. It offers a range of advisory solutions to individuals and businesses. The company provides wealth planning and management solutions. Oppenheimer & Company offers services in the areas of securities research and asset management. The company provides education, estate and retirement planning services. It also offers brokerage and investment solutions. In addition, the company serves families, institutions and corporate executives. Oppenheimer & Company s public revenue department works with government agencies to develop financial plans. The company is a wholly owned subsidiary of Oppenheimer Holdings.

Ironwood Investment Counsel, founded in 2001 and located in Scottsdale, Arizona, is a fee-only Registered Investment Advisor dedicated to helping individuals and institutions preserve and grow their wealth through customized investment and wealth management strategies. The firm manages over $1 billion for a diverse clientele, including families, foundations, trusts, and retirement plans. With a team of experienced professionals holding various certifications such as CFA and CFP, Ironwood emphasizes a comprehensive, client-centric approach that integrates investment management, tax efficiency, estate planning, and charitable intentions. Their commitment is grounded in the values of integrity, stewardship, and discipline, ensuring a high level of service and expertise for an exceptional client experience. Generated from the website