Nationwide

Davis & Associates, led by Trudy H. Balston, CPA, is a professional accounting firm located in Petaluma, California. The firm specializes in providing a range of financial services tailored to meet the needs of individual clients and businesses alike. With a commitment to excellence, Trudy Balston and her team strive to offer comprehensive solutions encompassing tax planning, financial consulting, and expert advice to ensure clients achieve their financial goals. Their approachable and knowledgeable staff, including experienced personnel like Nanette Barone, enhances the firm's dedication to quality service. 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