Edward Jones Investments

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Located in Thousand Oaks, CA, Edward Jones Investments stands as a financial services firm dedicated to assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. Their core focus lies in delivering personalized guidance, stressing the importance of tailored solutions that span investment management, retirement and estate planning, and education savings programs. Across the nation, a network of committed financial advisors ensures that strong advisor-client relationships remain at the forefront, providing consultations and continuous support to equip clients for the various stages of life. At Edward Jones Investments, the emphasis is on individualized client care, where a personalized approach takes precedence over a one-size-fits-all, transactional experience. By prioritizing thoughtful planning and accessibility for a diverse range of investors, the firm strives to make the complexities of financial management more approachable and manageable, setting a foundation for long-term financial well-being. Generated using this brand's available information

UBS Financial Services in Westlake Village, CA, offers a range of financial products and services to individuals, businesses, and institutions. With a focus on wealth management, investment banking, and asset management, UBS provides tailored solutions to help clients achieve their financial goals. Generated from their business information