Edward Jones - Financial Advisor: James P Needy

Donnelly Wealth Advisors is a financial planning firm based in San Diego, CA, offering a wide range of services including financial planning, investment management, retirement planning, estate planning, and tax planning. With a dedicated team of experienced advisors, they aim to provide personalized solutions to help clients achieve their financial goals. The firm also emphasizes giving back to the community through initiatives such as their Women's Initiative, Financial Literacy Initiative, and EP Giving Tree Awards. Committed to transparency and client-focused service, Donnelly Wealth Advisors is dedicated to helping individuals navigate life transitions and build a secure financial future.Generated from the website

James Family Holdings LLC is a diversified company based in San Diego, CA, specializing in various business ventures across different industries. With a focus on strategic investments and acquisitions, the company aims to create long-term value and growth opportunities for its portfolio of businesses. Generated from their business information