UBS

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

Janney Montgomery Scott is a financial services firm based in Bethlehem, PA, offering a range of investment and wealth management services to individuals, families, and institutions. With a focus on personalized financial planning and investment strategies, Janney Montgomery Scott aims to help clients achieve their long-term financial goals through tailored advice and expert guidance. Generated from their business information

Founded in 2007, Fundamental Advisors LP is a prominent alternative asset management firm specializing in municipal and public purpose investments. With a robust track record of $4 billion invested and a dedicated team of 40 employees, the firm focuses on cash-flowing asset-based investments within essential service sectors, leveraging its extensive expertise to navigate complex market opportunities. Fundamental operates through two main divisions: Fundamental Partners, which targets special situations in municipal markets, and Fundamental Renewables, dedicated to financing renewable energy projects. The firm's commitment to supporting public purpose assets is reflected not only in its investment strategy but also in its corporate values and business practices. Generated from the website