Martin Financial Group

Apex Securities and Asset Management, LLC is an independent wealth management practice located in Brentwood, CA. Led by experienced advisors David Roche and Eric Soiland, the firm is dedicated to providing exceptional financial services to individual and family investors. With a focus on helping clients grow, preserve, and distribute their investment assets, Apex Securities offers trustworthy advice and personalized investment portfolios designed to achieve long-term objectives. As independent advisors, Apex Securities takes pride in their strategic investment planning and comprehensive wealth management approach. They are committed to guiding clients through life's transitions and helping them reach their financial goals. With a strong belief in the future, patience in the process, and discipline to stick with an investment program, Apex Securities is dedicated to serving their clients' needs and providing excellence in their investment activities.Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.