Dennis Ortiz-Luis - Raymond James

Financial Advisor Manhattan Beach CA, Wealth Transfer Planning Manhattan Beach CA, Corporate Retirement Solutions Manhattan Beach CA

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.

Jeppson Wealth Management, located in Manhattan Beach, CA, offers personalized financial planning and portfolio management tailored to individual goals, timeframes, and risk tolerances. With a team of experienced professionals, they provide a comprehensive suite of financial services to support clients in achieving their financial aspirations. Led by CEO Michael Jeppson, the firm boasts decades of expertise in investment and financial advice, along with a dedication to client education and support. The diverse backgrounds of their team members, ranging from legal expertise to financial management, enrich the firm's capability to meet a variety of client needs. Generated from the website