Edward Jones - Financial Advisor: Laura Emerson Slusher, AAMS®

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.

Richard Wurz Financial, located in Holland, OH, specializes in financial planning and investment management for lawyers and real estate professionals. With a team dedicated to serving pre-retirees, they offer comprehensive guidance for retirement planning and investment management services. As independent financial advisors, Richard Wurz Financial focuses on optimizing personal wealth through tailored financial strategies, emphasizing low costs and operating in the best interests of their clients. They also assist in setting up and managing retirement plans such as 401(k)s and SEP IRAs for law firms and businesses to maximize wealth. For law firm owners and real estate professionals, Richard Wurz Financial offers a personalized approach to empower clients in achieving their financial goals. Their proven track record in strategic wealth growth, tax efficiency, retirement planning, and investment management sets clients on a path towards sustained wealth and success. Generated from the website content

Wurz Financial Services is an independent financial advisory firm based in Holland, OH, specializing in financial planning and investment management for lawyers and real estate professionals. With a team of experienced and certified financial planners, they empower ambitious individuals to maximize their financial potential, accumulate extraordinary wealth, and secure a lasting financial legacy. With a personalized and proactive approach, Wurz Financial Services offers tailored financial strategies that optimize personal wealth, from tax efficiency to retirement planning and generational wealth transfers. As fee-only fiduciary advisors, they prioritize low costs and operate in the best interests of their clients, delivering exceptional performance while protecting against downside risk. Whether it's unlocking the full potential of law firm owners' financial future or helping realtors achieve a work optional lifestyle, Wurz Financial Services guides individuals on the path to sustained wealth and success.Generated from the website