Kris McTavish, AGT - Edward Jones

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.

Morley Capital Management, a division of Morley Financial Service Inc in Geneva, specializes in capital preservation through innovative investment strategies. The company focuses on creating diversified and consistent investment portfolios that are optimized to meet the financial goals of their clients. Generated from their website's infomation

Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, is a registered broker-dealer and investment adviser based in New York City. The firm is dedicated to providing objective wealth management solutions tailored to the unique needs of its clients, emphasizing growth, protection, and financial success. With a focus on delivering simplified technology solutions and expert financial perspectives, Park Avenue Securities aims to empower individuals to take charge of their financial futures. The firm has received the DALBAR Financial Intermediary Award for seven consecutive years, underscoring its commitment to excellence in wealth management. Generated from the website