LPL FINANCIAL

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.

Located in Santa Rosa, CA, Edward Jones Investments, led by Jessica A Kozlowski, stands as a financial services firm dedicated to guiding individuals, families, and small businesses through the intricacies of investment strategies and financial planning. The firm's focus on personalized advice ensures tailored solutions in investment management, retirement and estate planning, and education savings programs, catering to a diverse range of financial needs. With a widespread presence of committed financial advisors across the nation, Edward Jones Investments values cultivating strong bonds between advisors and clients, offering consultations and continuous support to navigate the changing landscapes of life. By emphasizing individualized care over generic transactions, the firm makes thoughtful financial planning easily accessible to a broad spectrum of investors, embodying a dedication to creating custom approaches that resonate with each unique client. Generated using this brand's available information

Located in Santa Rosa, CA, Edward Jones Investments stands out as a financial services firm dedicated to assisting individuals, families, and small businesses in achieving their financial aspirations. Their approach revolves around providing personalized guidance tailored to each client's unique needs, encompassing a spectrum of services from investment management to retirement and estate planning, along with specialized education savings programs. At Edward Jones Investments, a network of committed financial advisors spans the nation, ensuring that clients receive the attention and support necessary to navigate the complexities of financial planning with confidence. Emphasizing the cultivation of enduring advisor-client relationships, the firm's focus on customized strategies over generic solutions ensures that clients of diverse backgrounds have access to thoughtful and comprehensive planning catered to their specific circumstances. Generated using this brand's available information