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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

JMB Financial Managers, based in Irvine, CA, specializes in providing tailored financial advice for business owners, independent contractors, and those with an entrepreneurial spirit. Founded by an entrepreneur for entrepreneurs, the firm offers services such as retirement planning, college cost planning, and investment management to help clients maximize their financial opportunities. With a focus on understanding the unique needs of their clients, JMB Financial Managers is committed to building long-lasting relationships and adapting to their clients' changing financial situations. The firm's expertise extends to various sectors, including commercial real estate, medical devices, and high-performing corporate employees, ensuring a comprehensive approach to wealth management. Generated from the website

Charles Fish Investments Inc. (CFI), founded in 1984, is a registered investment adviser committed to building and maintaining tax-efficient portfolios tailored for families of wealth. With a focus on active management and personalized service, CFI prioritizes the best interests of its clients, employing in-depth research and collaboration with specialists to achieve superior after-tax performance. At CFI, the philosophy integrates conservative and aggressive investment strategies to mitigate risk while ensuring competitive returns. The firm boasts a team of experienced portfolio managers dedicated to maintaining their skills and leveraging a strong network of bond specialists, all aimed at delivering consistent, superior results for each individual account. Generated from the website