Pine Brook Financial

Ely Prudent Portfolios is a fiduciary advisory firm located in Chico, CA, dedicated to helping clients navigate their financial questions through services such as retirement planning, investment management, estate planning, and charitable giving. With a commitment to client interests, they operate under the principle of putting clients first, ensuring that their success aligns with the firm's goals. Recognizing the uncertainty of the financial landscape, Ely Prudent Portfolios emphasizes the importance of statistics over predictions, offering clients peace of mind with strategies grounded in proven principles. Their personalized approach aims to safeguard clients' retirement nest eggs, allowing them to focus on what matters most while the firm manages their financial concerns. Generated from the website

SpecialtiesWe focus on your goals with guidance and strategies to achieve successful results. Achieving your goals requires strategy, guidance and teamwork. We have learned to listen to our clients to find out what they want before applying our accounting, tax and financial strategy skills. We focus on the greater decision of your financial planning needs. Our perspective is on your long-term goals. We use this perspective to look at your current financial picture and to provide solutions on how to get you from point A to point B and beyond. To do this effectively, we give our clients personalized attention. Alan Lotspeich, CPA, is the focal point of your contact in this office and tailors the firms services to meet your individual needs.

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