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Investment brokerages in Santa Cruz, CA

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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.

Geels Jeremy CFP - Edward Jones - Financial Advisor: Jeremy Geels

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 - Financial Advisor: Aaron E Brandt

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.

Wells Fargo Bank

Deposit products offered by Wells Fargo Bank, N. A. Member FDIC. Were here to help you move forwardwhether you're managing everyday finances or planning for whats next. Explore a full suite of banking solutions, from personal and business checking accounts, to credit cards and savings tools. Stop by or book an appointment when youre ready.

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