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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.

Headquartered in San Mateo, Calif., LISI provides small- and large-group brokers a range of support services and solutions. Established in 1977, it acts as a consultant, expeditor and enrollment partner, as well as maintains a research and development unit. The company offers spreadsheet quoting, marketing assistance, enrollment, underwriting, carrier updates and resources, and continuing education and training services. It also maintains a team of regional sales managers, broker sales representatives and underwriting staff. The company s clients include American Specialty Health Plans of California, Anthem Blue Cross, CoPower Financial, Fort Dearborn Life Insurance Company, Golden West Dental & Vision and Principal Life Insurance Company. LISI maintains locations in San Diego, Sherman Oaks, Rancho Cordova, Santa Ana and Fresno, Calif.

Located in the vibrant city of San Diego, California, Edward Jones Investments - Marcos A Mendoza stands as a beacon of financial expertise and personalized service. Specializing in aiding individuals, families, and small businesses, this firm excels in guiding clients towards their investment objectives and financial aspirations. With a keen focus on tailored solutions, they cover a spectrum of financial services including investment management, retirement planning, estate planning, and education savings programs. At Edward Jones Investments - Marcos A Mendoza, the commitment to fostering strong relationships between financial advisors and clients is evident. Their dedicated team of advisors is spread across the nation, offering consultations and continuous support to navigate the ever-changing landscape of personal finance. Emphasizing bespoke strategies over generic approaches, this establishment ensures that thoughtful financial planning is accessible to a diverse range of investors, setting a standard for personalized care in the financial services industry. Generated using this brand's available information