Edward Jones - Financial Advisor: Jody L Frank

The Trust Company, based in Columbia, MO, is an independent wealth management firm dedicated to creating, preserving, and enhancing clients' financial peace of mind. With a focus on multi-dimensional planning and personalized services, their team of Certified Financial Planner Professionals strives to serve a diverse range of clients, including families, businesses, nonprofits, and government employees. Committed to transparency and acting in the best interests of their clients, The Trust Company offers investment management, retirement plan services, and trust and estate services to help individuals and organizations achieve their financial goals. Their fiduciary approach, combined with a client-centric philosophy, sets them apart as a trusted partner in navigating the complexities of personal finance.Generated from the website

Aligned Wealth Group is a financial services firm located in Columbia, Missouri. The firm offers a wide range of services, including retirement planning, estate planning, financial services, tax, insurance, lifestyle, and money management. Aligned Wealth Group has a team of experienced professionals who are dedicated to helping clients achieve their financial goals. The firm offers a personalized approach to financial planning and works with clients to develop a plan that is tailored to their individual needs and circumstances. Aligned Wealth Group is committed to providing clients with the highest level of service and is dedicated to helping them make sound financial decisions.

Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy