Ivan G Kerr Cfp

Located in Walnut Creek, CA, Edward Jones Investments - Puja Markus stands as a pillar in the financial services realm, dedicated to assisting individuals, families, and small businesses in achieving their investment aspirations and financial objectives. The firm prides itself on offering bespoke guidance that revolves around tailored solutions spanning investment management, retirement and estate planning, and education savings initiatives, catering to a diverse range of financial needs. With a network of committed financial advisors spanning the nation, Edward Jones Investments - Puja Markus places a strong emphasis on fostering enduring advisor-client partnerships. By providing personalized consultations and continuous support, the firm equips clients with the tools needed to navigate life's various stages with confidence. Through a steadfast commitment to individualized care and crafting unique strategies, Edward Jones Investments - Puja Markus ensures that thoughtful financial planning is within reach for all types of investors, fostering a culture of inclusivity and proactive wealth management. Generated using this brand's available information

Linsco Private Ledger (LPL) is a trusted provider of investment and business solutions tailored for independent financial advisors nationwide. With cutting-edge tools, technology, and resources, LPL empowers advisors and their clients to achieve success in the financial industry. As a leader in the field, LPL offers comprehensive support and expertise to help advisors navigate the complexities of the market and build thriving businesses. Discover how LPL can elevate your financial practice and drive growth for your clients. Generated from their website's infomation

Tax & Financial Services in Walnut Creek, CA specializes in providing comprehensive financial solutions to individuals and businesses. The company offers a range of services including tax preparation, financial planning, and consulting to help clients navigate complex financial matters. Generated from their business information