Andy Pfost - Edward Jones

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.

SpecialtiesWe are dedicated to the financial independence and well-being of each and every client we serve. As a benefactor of truly complete planning review, we take each of the five essential components of Retirement planning into consideration; Income Planning, Investment Planning, Tax Planning, Health Care Planning, and Estate Planning. We find that many people need assistance in planning for each component. Here at Davis Wealth Management, it is our responsibility to thoroughly examine your goals and aspirations. We are able to recommend the appropriate strategy and create a plan of action to safeguard each component of your retirement plan is assisting and collaborating with its counterparts, creating the best possible result for your specific retirement needs. We believe it is important to set-up a plan that will give you security and independence for your life time. This plan will take into consideration your individual needs as well as your goals and desires for your family.

LPL Financial, situated in Meridian, ID, operates as an autonomous broker-dealer, presenting a diverse range of investment options, advisory support, and holistic wealth management strategies. The firm specializes in collaborating with financial advisors, institutions, and registered investment advisors (RIAs), equipping them with the essential tools and technological infrastructure to provide tailored financial counsel. By offering assistance in regulatory compliance, practice optimization, and advanced tech solutions, LPL Financial strives to enable advisors in fostering meaningful connections with their clients. At the core of their mission is the dedication to enhancing the effectiveness, precision, and autonomy of financial advisors in navigating the intricate landscape of financial services. LPL Financial stands out for its commitment to empowering advisors, enabling them to operate with efficiency and offer personalized financial guidance that meets the diverse needs of their clientele. Through a blend of support services and cutting-edge technology, LPL Financial endeavors to elevate the capabilities and professional growth of advisors within the dynamic financial advisory sector. Generated using this brand's available information