Edward Jones Investments

Located in Westerville, OH, EDWARD JONES INVESTMENTS - Michael Buchan stands out as a financial services firm dedicated to assisting individuals, families, and small businesses in achieving their investment objectives and financial aspirations. Their focus on providing tailored solutions encompasses investment management, retirement and estate planning, and education savings programs, ensuring clients receive personalized guidance that suits their unique needs. With a network of committed financial advisors spread nationwide, this establishment values cultivating strong relationships with their clients. By offering consultations and continuous support, they empower individuals to navigate life's different stages confidently. At EDWARD JONES INVESTMENTS - Michael Buchan, the emphasis lies on crafting individualized strategies that cater to each client's specific circumstances, fostering a meaningful and engaging approach to financial planning for a diverse range of investors. Generated using this brand's available information

FlahertyColvin is a boutique independent advisory firm based in Westerville, Ohio, offering lifestyle financial consulting for over 50 years. With a team of experienced professionals, they provide sound and realistic financial advice tailored to individual goals and lifestyles, utilizing advanced portfolio construction techniques and a comprehensive approach to help clients balance their present needs with future aspirations. As a fiduciary firm, FlahertyColvin prioritizes the best interests of their clients, holding themselves to a high standard of integrity. Their founder and CEO, Stew Flaherty, advocates for a sensible and sustainable approach to managing money, emphasizing the importance of planning for both expected and unexpected circumstances. Through their trademark Lifestyle Financial Management process, FlahertyColvin helps clients make informed decisions and achieve financial success.Generated from the website