MERRILL LYNCH WEALTH MANAGEMENT

EDWARD JONES INVESTMENTS - Jan Wert, based in Halifax, PA, is a financial advisory firm led by Jan Wert. Specializing in a range of financial services, the company offers expertise in retirement savings strategies, college savings, estate and legacy planning, portfolio reviews, retirement income strategies, and wealth management. With a personalized approach, Jan Wert caters to individual interests such as gardening, golfing, hunting, pets, and family time, ensuring a client-focused experience. Supported by a dedicated team including Amy Chubb as Sr. Branch Office Administrator and Lindsay Adams as Branch Office Administrator, the firm prioritizes providing tailored solutions to meet clients' financial goals. Generated from the website content

Located in Burnham, PA, Edward Jones Investments - Victor G Yoder is a distinguished financial services establishment. Specializing in aiding individuals, families, and small businesses in achieving their financial aspirations, this firm provides personalized guidance spanning investment management, retirement planning, estate planning, and education savings initiatives. With a network of dedicated financial advisors spanning the nation, Edward Jones Investments - Victor G Yoder places paramount importance on fostering enduring advisor-client relationships. By offering consultations and continuous support, they equip clients to navigate life's diverse phases confidently. Through a commitment to tailored solutions and individualized care, this establishment ensures that meticulous financial planning is within reach for a wide spectrum of investors. Generated using this brand's available information

Located in Mechanicsburg, PA, Edward Jones Investments - Robert B Whitaker is a financial services establishment that caters to the financial needs of individuals, families, and small businesses. Specializing in personalized guidance, they focus on crafting tailored solutions in investment management, retirement planning, estate planning, and education savings programs. Their team of dedicated financial advisors is spread across the nation, ensuring that clients receive comprehensive support and valuable consultations to navigate the complexities of financial planning. At Edward Jones Investments - Robert B Whitaker, the emphasis lies on nurturing strong and enduring relationships between advisors and clients, preparing them for the various stages of life. Instead of a one-size-fits-all approach, the firm excels in creating bespoke strategies that cater to the unique requirements of each investor. By prioritizing thoughtful planning and individualized care, Edward Jones Investments - Robert B Whitaker provides a welcoming and accessible avenue for a diverse range of investors seeking financial stability and growth. Generated using this brand's available information