Complimentary Wealth & Financial Review

Offer Valid: 01/04/2026 - 01/01/2037
Advisor agrees to offer a free, no-obligation financial review to all verified Chamber members, including:

  • Personalized financial plans based on individual or Small Business goals, income, assets, liabilities, and risk tolerance.

  • Comprehensive planning across areas such as:

    • Retirement strategy

    • Investment and portfolio management

    • Insurance needs analysis

    • Estate considerations

    • Long-term financial goal setting




TODO
Edward Jones- Tarun Bhatia

Additional Member To Member Deals available from Edward Jones- Tarun Bhatia

Exclusive AUM Fee Discount for Chamber Members

This Member To Member Deal is promoted by I-94 West Chamber of Commerce.