Lai Eng

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Jeffrey H. Klein, CPA, based in Carlsbad, CA, offers a comprehensive suite of financial services tailored to individuals, business owners, and independent professionals. Their expertise spans personal financial planning, estate planning, accounting, payroll, and tax services, ensuring clients receive personalized support to optimize their financial well-being. With a commitment to affordability and a friendly approach, the firm emphasizes operational efficiency and compliance for businesses, helping enhance revenue and profitability. Their secure client portal and variety of resources aim to empower clients with the tools and knowledge necessary for effective financial management. Generated from the website