Edward Jones-Financial Advisor: Allan M Sherwood

Located in Coldwater, MI, Edward Jones - Financial Advisor: Tracy L Kelley, is a distinguished financial services establishment dedicated to assisting individuals, families, and small businesses in achieving their financial aspirations. Tracy L Kelley provides personalized guidance that caters to each client's unique investment objectives, offering specialized expertise in investment management, retirement planning, estate planning, and education savings programs. By fostering deep connections with clients, Tracy L Kelley ensures a comprehensive understanding of their financial goals and ambitions, enabling them to navigate life's financial complexities with confidence. At Edward Jones - Financial Advisor: Tracy L Kelley, the focus is on delivering a bespoke financial planning experience that goes beyond mere transactions. With a commitment to individualized care and attention, Tracy L Kelley emphasizes building long-lasting relationships based on trust and integrity. Clients can rely on Tracy L Kelley's unwavering support and expert advice throughout their financial journey, empowering them to make informed decisions and secure their financial future with peace of mind. Generated using this brand's available information

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

VantagePointe Financial Group in Marshall, MI specializes in benefits solutions, insurance, compliance, and training. Their team of benefits experts is dedicated to creating a year-round benefits strategy tailored to meet business goals while ensuring the best benefit packages for employees at affordable rates. Operating as an independent agency, VantagePointe shops and compares insurance options from top-rated carriers in the industry, providing a satisfying and stress-free insurance experience for clients. They offer hands-on support and guidance, helping clients navigate benefits and compliance challenges with expertise and responsiveness. With a focus on needs-based assessments, VantagePointe pulls competitive quotes and presents customized plans based on company size, benefit needs, and rollout methods. Their commitment to exceeding expectations is evident through testimonials praising their stellar customer service, friendly approach, and expertise in benefits management. Generated from the website content