* Professional Money Management * Investment Recommendations for Pre-Retirement and Retirement Planning * Managing Money during Retirement and assisting with Distributions (due to job changes or early retirements) * Assistance with College Savings Plans * Assistance with Estate and Tax-planning Issues, and Insurance-related Needs * Providing Periodic Portfolio Reviews, Weekly Market Commentaries, Online Access to Brokerage Accounts, and timely answers to your financial questions
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.
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(408) 998-3045
(408) 998-3045
