LPL FINANCIAL

Edward Jones Investments, led by Terry Kotsatos, is a financial services establishment situated in Albany, CA. Specializing in assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations, the firm provides tailored solutions in investment management, retirement planning, estate planning, and education savings programs. Clients benefit from the personalized guidance offered by dedicated financial advisors stationed across the country, fostering strong advisor-client bonds through consultations and continuous support to navigate the ever-changing landscape of life. At Edward Jones Investments, Terry Kotsatos and the team prioritize individualized client care, shunning a one-size-fits-all approach in favor of crafting bespoke strategies that cater to the unique needs of each investor. By focusing on thoughtful planning rather than generic transactions, the firm ensures accessibility to comprehensive financial planning for a diverse range of investors, fostering a culture of proactive preparation and financial empowerment for all clients seeking to secure their financial futures. Generated using this brand's available information

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.