Edward Jones - Financial Advisor: Kellie L Morlock

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

US Bank's Half Moon Bay Office offers a comprehensive range of financial services, including personal and business banking solutions, investment management, and wealth planning. Their offerings encompass various accounts, loans, credit cards, and mobile banking features designed to meet the diverse needs of their clients. In addition to traditional banking services, US Bank provides specialized resources for businesses, including cash management, payroll services, and industry expertise. Their commitment to financial education and personalized support aims to help clients achieve their financial goals effectively. Generated from the website

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.