Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.
As your local New York Life financial professional, I offer financial guidance and insurance services from a Fortune 100 company with more than 175 years of experience protecting lives. I can help you protect and prepare for the future. Any testimonials are based on individual experience and not a guarantee of future performance or success. CA Ins Lic #4208625
Closed now
Smart Tax Financial provides individual and Business tax preparation with the personalization that software packages cannot offer. We keep you up to date with the changing tax laws, as well as your changing life events, such as the birth of a child, a new job, a new business, new home, inheritance., tax reform, and just recently Covid 19 tax relief and stimulus provision. Our goal is simple. Keep customers and there needs our top priority always. Make the process simple and secure as possible. Provide our clients convenience using innovative technology that allows us to deliver our service quickly, securely, and year-round without compromising service.
