Edward Jones - Financial Advisor: Patrick Rich

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

Reis Financial Services, LLC helps individuals, families and businesses manage Financial Planning, Investment Planning, Retirement and Income Distribution Planning, Insurance Planning, Estate Planning, Business Continuation and Succession Planning, 401(k) and IRA rollovers, IRAs, Fixed and Variable Annuities, Mutual Funds, Stocks & Bonds, Managed Accounts, Disability Insurance, Life Insurance, Major Medical, Medicare Supplements, Nursing Home Insurance, and Tax Planning Strategies, 401(k)s/Pensions, Simple Plan, Business Overhead Insurance, , Buy/Sell Agreements, Deferred Compensation, Group Major Medical, Key Person Insurance, and Split Dollar Insurance.

Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy