Edward Jones Investments

Waddell & Reed in Santa Cruz, CA is a financial services firm specializing in wealth management and investment solutions for individuals and businesses. With a focus on personalized financial planning, Waddell & Reed aims to help clients achieve their long-term financial goals through tailored strategies and expert guidance. Generated from their business information

Located in Capitola, CA, Edward Jones Investments - Mark A Gerber is a distinguished financial services firm that specializes in assisting individuals, families, and small businesses in achieving their financial objectives. Known for their commitment to providing personalized guidance, the firm focuses on tailoring solutions in investment management, retirement planning, estate planning, and education savings programs. With a widespread presence of dedicated financial advisors, Edward Jones prioritizes fostering strong and enduring relationships with clients by offering consultations and continuous support to help them navigate life's various milestones. The firm's ethos revolves around individualized client care, emphasizing the creation of customized strategies rather than a one-size-fits-all approach, thereby ensuring that thoughtful financial planning is within reach for a diverse range of investors. Generated using this brand's available information