Crum, Rosemary

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

Parkwest Financial and Insurance Solutions, located in Lodi, CA, operates as a financial advisory firm under the leadership of Albert Paula, who is licensed to sell insurance through New York Life Insurance Company. The firm also offers advisory services through Eagle Strategies LLC, catering specifically to clients residing in California. Albert Paula is a Registered Representative for NYLIFE Securities LLC and serves as an Investment Adviser Representative for Eagle Strategies LLC, ensuring that clients receive tailored financial guidance. The firm emphasizes a commitment to providing comprehensive financial solutions while maintaining a focus on individual client needs. 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.