Edward Jones - Financial Advisor: Trey Carpenter

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.

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

David J Frey - Raymond James Financial Services, located in Monroe, WI, is a hub for personalized wealth management solutions. Specializing in tailored financial planning and investment strategies, this establishment caters to a diverse clientele comprising individuals, businesses, and municipalities. Boasting a wealth of experience, the team at David J Frey focuses on providing detailed analysis and individualized support to guide clients through intricate financial landscapes. At David J Frey - Raymond James Financial Services, a strong emphasis is placed on prudent risk management and fostering opportunities for financial growth and protection. With a global perspective tempered by a local touch, this company stands out for its commitment to delivering objective-based solutions that meet the unique goals of each client. By offering comprehensive portfolio advisory services and specialized assistance, David J Frey ensures that clients receive the attention and strategies needed to effectively manage and transfer their financial resources. Generated using this brand's available information