Commerce Financial Services

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 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

Koppel & Gruber Public Finance specializes in offering financial consulting to public agencies. The firm offers an array of services, such as district administration/formation, school facilities needs analysis, development fee justification studies, proposition 218 noticing/balloting tabulation, mitigation fee calculation, municipal disclosure, arbitrage calculations and feasibility studies. It serves municipalities, school districts, cities, counties, park/recreation, water districts and communities. Koppel & Gruber Public Finance is an affiliate of California's Association of School Business Officials, California Special Districts Association, The Coalition for Adequate School Housing and Small School Districts' Association.