Edward Jones - Financial Advisor: Scott D Holt, CFP®|AAMS®

Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy

Heritage Wealth Advisors is a private wealth advisory practice affiliated with Ameriprise Financial Services LLC, dedicated to providing personalized financial advice to help clients achieve their financial goals. Their experienced financial advisory team offers a range of services tailored to meet individual needs, emphasizing collaboration and the use of digital tools. Committed to protecting client privacy and online security, Heritage Wealth Advisors focuses on delivering insightful financial planning concepts during initial consultations. They prioritize building strong relationships with clients, ensuring that each financial strategy is aligned with personal objectives and aspirations. Generated from the website

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.