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Edward Jones
Business Name
Short Business Description
I am a fiduciary Financial Advisor and my job is to help clients understand wealth, protect it, and transfer it to their desire.
Long Business Description

At Edward Jones, we believe your financial goals are unique, and we help identify and define them so you can turn your ideal future into a reality. That's why we partner with our clients to develop investment strategies that are important to you. Knowing what is important, helps us determine the most appropriate financial strategy for you, your family, and your business, and will help us plan for the future.

As an advisor, I assist clients by using a straightforward investing philosophy: Maintain a long-term perspective, focus on quality, and manage risk through diversification. I hold licenses in multiple states for securities, annuities, and insurance. I specialize in employer and individual retirement plans, wealth strategies and estate planning. My single focus is helping you achieve what's most important to you.

Contact my office today to learn more about how my team and I can support you.

I look forward to meeting with you.

Business Genre
Business Phone Number
(424) 206-9432
Business Fax
(888) 350-8974
Business Address
655 DEEP VALLEY DR
SUITE 170
ROLLING HILLS ESTATE, CA 90274
90274

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