CAP Financial Planning

Donnelly Wealth Advisors is a financial planning firm based in San Diego, CA, offering a wide range of services including financial planning, investment management, retirement planning, estate planning, and tax planning. With a dedicated team of experienced advisors, they aim to provide personalized solutions to help clients achieve their financial goals. The firm also emphasizes giving back to the community through initiatives such as their Women's Initiative, Financial Literacy Initiative, and EP Giving Tree Awards. Committed to transparency and client-focused service, Donnelly Wealth Advisors is dedicated to helping individuals navigate life transitions and build a secure financial future.Generated from the website

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.