Planned Estates

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

Equitable Advisors in Madison, WI, boasts a 160-year legacy of providing financial advice, protection, and retirement solutions to clients, emphasizing courage, strength, and wisdom to help individuals pursue fulfilling lives. With a mission embodied by the goddess Athena, Equitable is committed to meeting the needs of clients and advisors through a range of products and services, including annuities, life insurance, retirement planning, and employee benefits, aiming to help clients achieve their financial goals and build a secure future. Generated from the website

Kovitz is a trusted asset management and advisory firm based in Madison, WI, serving high net worth individuals, institutions, and financial professionals. With a focus on long-term investment solutions and rigorous research, they work closely with clients to implement tailored financial planning and wealth management strategies. As an independently managed advisor, Kovitz is committed to their clients' best interests, managing and advising on over $7.68 billion in assets. Their disciplined approach avoids market predictions, instead assessing intrinsic value to make informed investment decisions, while their patient outlook emphasizes long-term success over short-term volatility. By prioritizing intrinsic value and minimizing downside risk, Kovitz aims to generate substantial gains for their clients.Generated from the website