Sara is a treasure!! She takes the time to walk each of her clients through their options based on their goals. She never pushes or pressures, she has patience with her clients. She is in this...
Edward Jones - Financial Advisor: Sara Collins
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Edward Jones - Financial Advisor: Sara Collins in Placerville, CA, offers a range of financial services to assist clients in managing their assets and planning for the future. With a focus on retirement savings strategies, portfolio reviews, estate planning, and wealth management, Sara Collins provides personalized guidance tailored to individual needs.
Certified as a CFP® and holding designations such as CRPC™ and CRPS™, Sara Collins brings expertise and professionalism to her practice. Her team includes dedicated members like Jennifer Small and Rachel Thomas, ensuring a supportive and efficient client experience.
Aside from financial planning, Sara Collins shares personal interests in traveling, horseback riding, farming, reading, and snowboarding. This holistic approach to life reflects in her commitment to understanding clients' goals beyond the numbers, creating a comprehensive and empathetic financial advisory service.
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