Edward Jones Investments

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2907 Shelter Island Dr Ste 106
San Diego, CA 92106
+1 (619) 222-0375
http://www.edwardjones.com

Located in San Diego, CA, Edward Jones Investments, led by Jenica M. Bertalan, stands as a financial services firm dedicated to assisting individuals, families, and small businesses in navigating the complexities of investment and financial planning. Offering personalized guidance, the firm places a strong emphasis on tailored solutions spanning investment management, retirement, estate planning, and education savings programs. Clients benefit from the availability of dedicated financial advisors nationwide, underscoring the firm's commitment to fostering robust advisor-client relationships through consultations and ongoing support as they navigate life's changing phases.

Edward Jones Investments in San Diego, CA, distinguishes itself by prioritizing individual client care and crafting customized approaches that transcend the traditional transactional experience. By making thoughtful planning accessible to a diverse range of investors, the firm ensures that clients receive personalized attention and tailored solutions that align with their unique financial goals. With a focus on building lasting relationships and offering comprehensive support, Edward Jones Investments embodies a commitment to empowering clients to make informed decisions and navigate their financial journeys with confidence.

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