Edward Jones - Financial Advisor: Todd W Simonson

Located in Sonora, CA, Edward is a financial services firm dedicated to assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. The firm's personalized guidance underscores bespoke solutions spanning investment management, retirement and estate planning, and education savings programs. With a widespread presence of committed financial advisors, Edward values fostering robust advisor-client connections, offering consultations and continuous assistance to equip clients for the transitions in life.

Edward in Sonora prides itself on its tailored client-centric approach, emphasizing customized strategies over a one-size-fits-all, transactional model. By focusing on individualized care, the firm ensures that thoughtful planning is accessible to a diverse range of investors, aiming to provide a personalized and engaging experience for those seeking financial guidance and support.

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