Edward Jones - Financial Advisor: Gary Datta

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

Omega Squared Wealth Management is an independent, fee-only advisory firm based in Keller, Texas, dedicated to providing data-driven investment strategies for a smarter financial future. The firm emphasizes a disciplined approach to investment decisions, relying on solid data and rigorous analysis rather than emotional impulses or fleeting market trends. Serving a diverse clientele that includes entrepreneurs, executives, pre-retirees, and complex wealth family offices, Omega Squared offers a comprehensive suite of services such as investment management, financial planning, and risk management. Their innovative Six Stage Business Cycle Classification System aims to guide clients through the complexities of the financial markets while aligning their wealth with purposeful financial strategies. Generated from the website