Financial Services

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Edward Jones

Edward Jones
Business Name
Edward Jones
Contact Name
Chris Weiss, CFP®
Address
10445 N Oracle Rd. Suite 220
Town/City
Oro Valley
State
Arizona
ZIP Code
85737
Phone
(520) 225-0045
Website
Visit My Website

Precision Wealth Solutions

Precision Wealth Solutions
Business Name
Precision Wealth Solutions
Contact Name
Andrew L. Nickoletos & Frank Chiodi Jr.
Address
188 Summerfield Street
Town/City
Scarsdale
State
New York
ZIP Code
10583
Phone
(914) 574-5451
Website
Visit My Website

KBK WEALTH MANAGEMENT

KBK WEALTH MANAGEMENT
Business Name
KBK WEALTH MANAGEMENT
Contact Name
Jordan Cohen, CFP®
Address
28 W 44th St, 12th Floor
Town/City
New York
State
New York
ZIP Code
10036
Phone
(212) 944-8501 x303
Website
Visit My Website

Edward Jones

Edward Jones
Business Name
Edward Jones
Contact Name
Jose M. Hernandez, CFP®, CEPA®, AAMS®
Address
214 Pine St.
Town/City
Okanogan
State
Washington
ZIP Code
98840
Phone
(509) 422-9771
Website
Visit My Website

Upstream Investment Partners

Upstream Investment Partners
Business Name
Upstream Investment Partners
Contact Name
Lyle Schonberger, APMA®
Address
200 E. Big Beaver Rd.
Town/City
Troy
State
Michigan
ZIP Code
48083
Phone
(248) 457-4550
Website
Visit My Website

TenBridge Partners

TenBridge Partners
Business Name
TenBridge Partners
Contact Name
Our Team: Erik Lawrence CFP®, Sirra Anderson-Crum CFP®, Scott Thurman, Libby Van Vleet FPQP™, Annie Bruce
Address
806 SW Broadway, Suite 800, Portland, OR 97205
Town/City
We're based in Oregon, but do business nationwide, including the beautiful state of
State
Washington
ZIP Code
service@tenbridgepartners.com
Phone
(971) 277-1077
Website
Visit Our Website

State Farm – Kathy Jurgensen Agency

State Farm – Kathy Jurgensen Agency
Business Name
State Farm – Kathy Jurgensen Agency
Contact Name
Kathy Jurgensen
Address
29377 Rancho California Rd. Suite 204
Town/City
Temecula
State
California
ZIP Code
92591
Phone
(951) 225-4940
Website
Visit My Website

Financial Compass Group, LLC

Financial Compass Group, LLC
Business Name
Financial Compass Group, LLC
Contact Name
Richard Shakter JD, CLU®, CFP®, AIF®, CPFA®
Address
93 Worcester Street, Suite 103
Town/City
Wellesley
State
Massachusetts
ZIP Code
02481
Phone
(781) 237-8323
Website
Visit My Website

Atlas Advisors

Atlas Advisors
Business Name
Atlas Advisors
Contact Name
Michael McGuire
Address
1 East Broad St. Suite 560
Town/City
Bethlehem
State
Pennsylvania
ZIP Code
18018
Phone
(610) 295-5593 Ext. 1
Website
Visit My Website

Edward Jones

Edward Jones
Business Name
Edward Jones
Contact Name
Darren Rankin
Address
12923 NW. Cornell Rd. Suite 105
Town/City
Portland
State
Oregon
ZIP Code
97229
Phone
(503) 420-0868
Website
Visit My Website
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