Closed now
Closed now
Expert planning can make a world of difference when it comes to your finances. We provide comprehensive financial planning services along with wealth management. Planning services include budgeting, insurance planning, savings and investment strategies, retirement planning, estate planning and more. Our knowledge, our expertise, our tools and our perspective can all help you get where you want to go.
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. 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.
We are dedicated to providing high-quality financial advisory services to pre-retirees and retirees. With 30 years of experience, we have a wealth of knowledge and expertise to help our clients navigate the complex world of investment management and retirement planning. We provide comprehensive, personalized advice that is tailored to the unique needs and goals of each individual client. We can help you create a customized strategy that will help you achieve your financial objectives. We help our clients make informed decisions about their investments, and are committed to providing transparent, objective advice that is always in our clients' best interests. If you are a pre-retiree or retiree in North County San Diego seeking expert financial advice, look no further. Contact us today to see if we might be a good fit. By appointment ONLY. Also available nationwide virtually. Representatives are registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. Atterbury Investment Management, Inc and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by Atterbury Investment Management, Inc or these representatives. CA Insurance Lic #0B29538 (Clark Atterbury) & 0M95309 (Keeley Atterbury)
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Closed now
