Gail McAllister, AGT - American Family Insurance

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

KMJ Tax and Accounting, located in Hales Corners, WI, offers a range of services designed to assist clients in managing their financial needs securely and efficiently. Utilizing the technology platform provided by CountingWorks Inc., they ensure a reliable environment for clients to access their services, which include features such as eSigning, file sharing, and appointment scheduling. The company emphasizes the importance of client ownership over their data while maintaining compliance with applicable laws and regulations. With a commitment to safeguarding client information and providing excellent service, KMJ Tax and Accounting aims to support clients in navigating their financial responsibilities effectively. Generated from the website