Edward Jones-Financial Advisor: James P Needy

Shareholders Service Group (SSG) is a San Diego-based company that specializes in providing personalized custodial services exclusively for independent registered investment advisors (RIAs). With a focus on meeting the unique investment and technology needs of RIAs and their clients, SSG offers extensive account insurance, a wide variety of investment options, competitive technology, and a dedicated team committed to delivering excellent personal service. Since 2002, SSG has been a trusted partner to independent advisors, helping them exceed their clients' expectations. With a flexible service model and state-of-the-art brokerage technology, SSG has become a go-to custodian for RIAs across the country, providing top-notch support and helping them achieve their objectives.Generated from the website

We are an independent wealth management firm with offices in North San Diego County and Scottsdale, AZ. We help individuals and small business owners in Arizona and California build, manage and protect their wealth in a way that positions them to reach their goals and leave a lasting legacy. We serve as each client's personal CFO, helping develop investment strategies that position you to thrive both financially and personally. When you work with AZCA Financial Group, we handle the financial details—from retirement planning to estate settlement so that you can focus on the things that matter most to you.

Doll Capital Advisors, Inc. is a full-service financial consulting firm dedicated to helping our clients build assets and preserve their hard-earned assets. We conduct a thorough discovery process with each client in order to determine their true individual goals. We will then design a new investment portfolio or realign their existing investment portfolio in order to help them pursue these goals. As independent wealth advisors we have chosen to align ourselves with LPL Financial which offers no proprietary investment product ensuring that our loyalty belongs exclusively to our clients - not to a parent company. This relationship enables us to recommend only those products and services that can be tailored to suit our clients' unique needs.