EDWARD JONES

Located in Vista, CA, Edward Jones Investments - Henry DeMatteis III is a financial services firm dedicated to assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. Specializing in providing personalized guidance, they focus on delivering tailored solutions encompassing investment management, retirement and estate planning, and education savings programs.

With a widespread presence of dedicated financial advisors across the country, the firm places a high value on fostering robust advisor-client relationships through consultations and continuous support, ensuring clients are well-prepared for the changing phases of life. At Edward Jones Investments - Henry DeMatteis III, the emphasis lies on individualized client care, crafting customized strategies that prioritize thoughtful planning over a one-size-fits-all, transactional approach, thereby making comprehensive financial planning accessible to a diverse range of investors.

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