Lake Mary

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

FinFit's financial wellness platform is established in over 200,000 employers in the United States today. This SaaS-based model provides holistic financial wellness services that includes a personalized financial assessment, premier educational resources, online money management tools, financial coaching, financial solutions, early wage access, banking and savings accounts, emergency fund accounts, student loan services and a member rewards program. Focus on creating positive, healthy financial