Lisa Lagorio

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.

Primerica Financial Services in Livermore, CA, has been helping families secure their financial futures for over 45 years. Their licensed representatives educate clients on simple financial concepts and offer solutions such as term life insurance, investments, and debt solutions to empower informed financial choices. With a focus on financial education and personalized financial needs analysis, Primerica aims to guide clients towards achieving their goals and financial freedom. Their commitment to excellence has earned them recognition as one of the most trusted financial companies, showcasing their dedication to creating a strong and inclusive organization. Generated from the website

Welcome to Merrill Lynch in Pleasanton, 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.