Ameriprise Financial

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Located in Salisbury, MD, Edward Jones Investments - Dave Bartsokas is a financial services firm specializing in assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. Their approach is centered on delivering tailored solutions encompassing investment management, retirement and estate planning, and education savings programs. Clients benefit from personalized guidance provided by dedicated financial advisors stationed across the country, fostering strong advisor-client connections through consultations and continuous support as they navigate life's various milestones. Edward Jones Investments - Dave Bartsokas places a premium on individualized client attention, opting for custom strategies over standardized, transactional interactions to ensure that thoughtful planning is within reach for a diverse range of investors. By focusing on cultivating meaningful relationships and offering comprehensive financial solutions, this firm aims to empower clients to prepare effectively for the future and make informed decisions regarding their financial well-being. Generated using this brand's available information