LPL FINANCIAL

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

Located in Vero Beach, FL, EDWARD JONES INVESTMENTS - Betty K Marzec stands as a financial services firm committed to assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. Specializing in providing personalized guidance, the firm places a strong emphasis on tailored solutions spanning investment management, retirement and estate planning, and education savings programs. With a network of dedicated financial advisors spread nationwide, the focus lies on fostering robust advisor-client relationships through consultations and continuous support, ensuring clients are well-equipped to navigate life's changing circumstances. At EDWARD JONES INVESTMENTS - Betty K Marzec, the approach centers on individualized client care, crafting customized strategies rather than a one-size-fits-all, transactional approach, thus making thoughtful planning accessible to a diverse range of investors. Generated using this brand's available information

UBS AG is a comprehensive financial services firm based in Vero Beach, FL, providing a complete range of tailored advice and investment services through its Wealth Management division, designed specifically for distinguished investors and families globally. With a focus on delivering customized solutions, UBS also operates in Asset Management and Investment Banking, catering to private clients, intermediaries, and corporate customers alike. The firm emphasizes superior value creation for its clients and stakeholders, driven by expertise, responsible advice, and effective execution. Additionally, UBS is dedicated to sustainability and impact, striving to enhance its contributions to society while maintaining a secure and trusted relationship with its clients. Generated from the website