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Investment services in San Marcos, CA

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DeVore Financial Advisors

DeVore Financial Advisors (DFA) is a full-service financial planning & investment advisory firm. We are conveniently located in the Town Center of San Elijo Hills. As a veteran-owned firm with over 50 years of collective experience in the financial services industry, we look forward to helping your family plan and invest for the future!

Edward Jones - Financial Advisor: Spencer M. Birch

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.

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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