Edward Jones - Financial Advisor: Henry Choi, CFP®

Our mission is to help the members of our community make informed decisions, enabling them to grow and protect their assets while achieving their financial goals.

SLR Financial Inc is an independent Registered Investment Advisor (RIA) firm based in Novato, California, dedicated to assisting its clients since 2012. The firm emphasizes a client-centric approach, believing that individuals define their assets rather than the other way around. Recently, SLR Financial announced its partnership with Charles Schwab as its custodian, enhancing its service offerings. The firm is committed to providing accurate investment advice and encourages clients to seek legal or tax professionals for personalized guidance. 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