Bay, Jill

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Located in Anaheim, CA, Edward Jones - Financial Advisor: Daniel W Verdugo provides a range of financial services to assist individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. Tailoring solutions to each client's unique needs, they specialize in investment management, retirement planning, estate planning, and education savings programs, offering personalized guidance to help clients navigate the complexities of financial decision-making. With a nationwide network of dedicated financial advisors, this firm places a strong emphasis on fostering enduring advisor-client relationships through comprehensive consultations and ongoing assistance, ensuring clients are well-prepared for the various stages of life. By prioritizing individualized care and crafting customized strategies, Edward Jones - Financial Advisor: Daniel W Verdugo aims to deliver a thoughtful planning experience that is accessible and beneficial to a diverse range of investors seeking personalized financial solutions. Generated using this brand's available information