Edward Jones - Financial Advisor: Stephen Sterling, WMCP®|AAMS®

Managed Wealth Financial is a financial organization based in Maumee, OH, with multiple locations across Ohio, Utah, Idaho, and Washington. They offer a range of services including insurance products through World Financial Group Insurance Agency, LLC. Their team of professionals, associated with World Financial Group, Inc., provides personalized financial solutions to individuals, although individual experiences may vary. Managed Wealth Financial is not affiliated with World Financial Group, Inc., but their agents are licensed through World Financial Group Insurance Agency, LLC. They do not provide tax or legal advice and recommend consulting with independent professionals for specific situations. With headquarters in South Jordan, UT, Managed Wealth Financial aims to assist clients in achieving their financial goals.Generated from the website

Rick Bechtel, President & CEO of Bechtel Financial Services, Inc., is a seasoned veteran of the Financial Services industry with over 35 years of experience helping clients. Rick founded Bechtel Financial Services, Inc. in 1990 to provide clients unbiased, independent, custom-tailored advice. Evan Bechtel, Vice President, helps individuals build a foundation of trust in the financial industry. Jeff Redman, Vice President, has over 30 years of experience in the financial services field focusing on retirement planning, retirement income planning, and succession planning. He has an extensive background working with pre-retirees, retirees, professionals and high net-worth individuals.

Western & Southern Life, based in Maumee, OH, is a trusted financial services company with over 135 years of experience. Specializing in personalized life insurance solutions, retirement planning, and investment options, they are dedicated to helping individuals and families achieve financial stability. With a strong financial rating and a commitment to honoring promises to customers, Western & Southern Life offers a range of life insurance, annuities, and investment products to assist clients at every stage of life. Whether safeguarding your family's financial future, planning for retirement, or growing wealth, Western & Southern Life is equipped to help you reach your financial goals. Generated from the website