Edward Jones Investments

Waddell & Reed in Southbury, CT, is a financial services firm offering investment management and financial planning services to individuals and businesses. With a focus on long-term financial goals, Waddell & Reed provides personalized strategies tailored to each client's unique needs and objectives. Generated from their business information

LPL Financial, nestled in Middlebury, CT, stands out as an independent broker-dealer renowned for its diverse selection of investment products and advisory services. Specializing in comprehensive wealth management solutions, they forge strategic partnerships with financial advisors, institutions, and registered investment advisors (RIAs), equipping them with the tools and technology to provide tailored financial counsel. With a keen focus on compliance oversight, practice management, and cutting-edge technology services, LPL Financial is dedicated to empowering advisors in delivering personalized financial guidance. Their pivotal role revolves around boosting advisors' operational efficiency, precision, and autonomy in navigating the intricate realm of financial services, ensuring a seamless experience for both advisors and clients. Generated using this brand's available information