Edward Jones - Financial Advisor: Casey M Field

Redwood Investments, based in Fort Bragg, CA, is a financial advisory firm that empowers investment professionals to build independent and impactful practices. With a focus on enhancing the lives of clients, the firm provides wealth advisors with a comprehensive support network, including compliance oversight, strategic marketing assistance, and advanced technology resources. The Golden State family of companies, which includes Golden State Wealth Management, Golden State Equity Partners, and Golden State Asset Management, has been recognized as one of America's Best Financial Advisory Firms by USA Today for three consecutive years. Since its founding in 2013, the firm has partnered with advisors managing over $4 billion in assets, fostering an environment that benefits both advisors and investors across its nationwide offices. Generated from the website

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

Obenyah LLP, located in Ukiah, CA, is a licensed CPA firm specializing in tax preparation and accounting services. They offer a comprehensive range of services tailored for business owners, executives, and independent professionals, ensuring personalized and professional attention for each client. With a focus on navigating the complexities of today's tax laws, Obenyah LLP is dedicated to helping clients maximize their deductions and credits while providing effective strategies for tax planning, financial management, and compliance. Their commitment to quality service and responsiveness has established them as a leading firm in the area, ready to assist with various tax-related challenges. Generated from the website