Financial Advocates

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Poole Foster Dul is a California CPA firm established in 1964, specializing in accounting, tax, and business advisory services for both businesses and individuals. With over a century of combined experience, the firm is dedicated to delivering tailored, high-quality professional service to meet the unique needs of its diverse clientele. Recognized for its commitment to superior client service, Poole Foster Dul emphasizes a proactive approach, ensuring prompt and effective communication with clients. The firm strives to provide expertise similar to that of larger accounting firms while maintaining a personalized touch to achieve each client's specific goals. Generated from the website