Edward Jones - Financial Advisor: Monica M Wagner, CFP®|AAMS®

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

Lotus Financial Services, situated in Monroe, MI, specializes in providing comprehensive financial planning solutions. As trusted financial planners, they are dedicated to helping clients achieve their financial goals through personalized and strategic financial advice. Whether you're planning for retirement, investing for the future, or managing your finances, Lotus Financial Services offers the expertise and guidance you need for financial success.