Edward Jones - Financial Advisor: Crystal Roseberry

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.

From the website:Learn about Terra Blue Wealth Management and our Experienced Team

Located in San Francisco, CA, Fion Shih - Raymond James is a prominent financial services company specializing in tailored wealth management solutions, investment banking, asset management, and capital market services. Catering to a diverse clientele encompassing individuals, businesses, and municipalities, they offer comprehensive financial planning, portfolio advisory strategies, investment research, and customized assistance aligned with the unique objectives of each client. Backed by extensive experience, Fion Shih - Raymond James stands out for their dedication to guiding clients through intricate financial landscapes with meticulous analysis and individualized care. Their approach prioritizes prudent risk management while presenting opportunities for clients to enhance, safeguard, and efficiently transfer their financial assets. Balancing a global presence with a local community focus, the company is steadfast in providing attentive, relevant, and objective-driven financial solutions. Generated using this brand's available information