Primerica Financial Services

Kruse Financial Strategy is a financial advisory firm located in Petaluma, California, specializing in providing clarity and confidence to clients navigating their financial journeys. Led by Autumn R. Kruse, CFP, the firm focuses on delivering straightforward answers and strategic solutions to a variety of financial questions. With a commitment to personalized service, Kruse Financial Strategy aims to empower clients to make informed decisions regarding their financial futures. The firm offers a range of services designed to help individuals and families achieve their financial goals with confidence. Generated from the website

Primerica, founded in 1977, is dedicated to providing comprehensive financial education and services that cater to Main Street families. They emphasize a philosophy of integrity, focusing on term life insurance and investments to help individuals achieve financial security through informed decision-making. With a commitment to teaching the fundamentals of personal finance through their HOW MONEY WORKSTM materials, Primerica has pioneered concepts such as the Buy Term and Invest the Difference strategy. Their representatives, who are independent contractors, offer a range of products across various states, ensuring that clients receive solutions tailored to their needs. 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