Edward Jones-Financial Advisor: Maria C Pisa, Aams

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

Duncan-Newman Associates is a trusted financial advisory firm based in Agoura Hills, CA, dedicated to helping clients preserve and grow their wealth. With decades of experience, they offer tailored wealth management strategies and prioritize building lasting relationships with their clients. Recognized as a Forbes Best-In-State Wealth Management Team, Duncan-Newman Associates provides well-considered financial advice and attentive service to individuals and families across the United States. Their team of professionals is committed to guiding clients towards a secure financial future.Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Westlake Village, CA area, Emily Trematerra will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.