
I was referred to Jerry by a long time friend. I was seeking someone to assist with Financial Advising and a company to roll over my IRA and Roth IRA. I interviewed several Financial Advising...
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Jerry Ostrander - Edward Jones in Oakland, CA, serves as a dedicated financial services provider catering to the diverse needs of individuals, families, and small businesses seeking expert guidance in financial planning and investment management. Through personalized consultations, they focus on crafting tailored solutions for clients, covering areas such as retirement planning, estate management, and education savings strategies. By emphasizing strong advisor-client relationships, Jerry Ostrander - Edward Jones aims to support clients through various life stages, offering ongoing assistance to ensure their financial goals align with their evolving needs.
Located in Oakland, CA, Jerry Ostrander - Edward Jones stands out for its commitment to individualized care, moving beyond standard transactions to deliver thoughtful and customized financial planning experiences. With a team of dedicated financial advisors available nationwide, the firm prioritizes accessibility and personalized support, making comprehensive financial planning accessible to a wide range of investors. Clients can rely on Jerry Ostrander - Edward Jones for tailored guidance and proactive assistance in navigating the complexities of investment management, retirement planning, and wealth preservation, ensuring they are well-equipped to meet their financial objectives.
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I was referred to Jerry by a long time friend. I was seeking someone to assist with Financial Advising and a company to roll over my IRA and Roth IRA. I interviewed several Financial Advising...
I've gotten to know Jerry Ostrander recently, and trust him enough that I'd decided to roll over my retirement accounts from my current non-communicative and basically unknown-to-me broker, into...
Just came from Jerry's office today. Talking about money is stressful for me as I'm sure it is with most people. However, I noticed that I've been to Jerry's office a few times this...
I transferred all my retirement accounts to Jerry over a year ago and could not be happier. Not only am I making significantly more money with my investments but I know feel like I understand how...
As a professional, I have a chance to meet with and discuss many issues regarding business, economics, and needs that people have regarding health and wealth. I had a chance to talk with Jerry...