GENE R MEDINNUS TRUST

Crest Financial Services, nestled in Santa Clara, CA, stands as a beacon in the financial landscape. Serving as an independent broker-dealer, Crest offers a wide range of investment products and wealth management solutions to financial advisors, institutions, and registered investment advisors. By equipping professionals with cutting-edge technology platforms and compliance oversight, Crest Financial Services empowers advisors to provide personalized financial guidance with precision and efficiency. At Crest Financial Services, the focus is on enhancing advisors' autonomy and effectiveness within the intricate world of financial services. Through a commitment to delivering top-tier support in practice management and streamlined technology services, Crest Financial Services is dedicated to fostering a climate where financial advisors can excel in client engagement. This establishment in Santa Clara, CA, plays a vital role in enabling advisors to navigate the ever-evolving financial landscape with confidence and proficiency. Generated using this brand's available information

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

Welcome to Merrill Lynch in Carmel, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.