EDWARD JONES INVESTMENTS - Jan Wert, based in Halifax, PA, is a financial advisory firm led by Jan Wert. Specializing in a range of financial services, the company offers expertise in retirement savings strategies, college savings, estate and legacy planning, portfolio reviews, retirement income strategies, and wealth management.
With a personalized approach, Jan Wert caters to individual interests such as gardening, golfing, hunting, pets, and family time, ensuring a client-focused experience. Supported by a dedicated team including Amy Chubb as Sr. Branch Office Administrator and Lindsay Adams as Branch Office Administrator, the firm prioritizes providing tailored solutions to meet clients' financial goals.
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