Invest Kathy & Kathleen

James Barr - Raymond James, situated in Fountain Valley, CA, is a financial services establishment dedicated to tailoring wealth management solutions, investment banking, asset management, and capital market services. Catering to individuals, businesses, and municipalities, they offer a wide array of financial planning services, portfolio advisory strategies, investment research, and customized assistance aligned with the unique objectives of each client. With a strong foundation built on years of expertise, the team excels in guiding clients through intricate financial scenarios, providing detailed analysis and personalized support. Operating with a global perspective yet maintaining a strong local presence, James Barr - Raymond James places a significant emphasis on careful risk management. Their commitment lies in empowering clients to enhance, safeguard, and efficiently transfer their financial assets. Through a community-focused approach, they strive to deliver attentive, impactful, and goal-oriented financial solutions that cater to the diverse needs of their clientele. Generated using this brand's available information

SpecialtiesFinancial Advice; Insurance, and Investments

Located in Orange, CA, Edward Jones Investments - Cynthia L Rich stands as a beacon of financial support for individuals, families, and small businesses. Specializing in investment management, retirement planning, estate planning, and education savings programs, this firm prides itself on offering tailored solutions to meet the diverse needs of its clients. With a network of dedicated financial advisors spread across the country, Edward Jones Investments places a strong emphasis on fostering enduring relationships with its clients. By providing personalized consultations and continuous support, they empower individuals to navigate life's various milestones with confidence. At Edward Jones, the focus is on delivering individualized care and creating bespoke strategies, ensuring that thoughtful financial planning is within reach for all types of investors. Generated using this brand's available information