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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.

Waddell & Reed in Scotts Valley, CA, is a financial services firm that offers investment management and financial planning services to individuals and businesses. With a focus on personalized solutions, Waddell & Reed aims to help clients achieve their financial goals through a range of investment options and advisory services. Generated from their business information

Waddell & Reed in Scotts Valley, CA is a financial services company that offers investment management and financial planning services to individuals and businesses. With a focus on helping clients achieve their financial goals, Waddell & Reed provides personalized strategies and guidance to navigate the complexities of the financial world. Generated from their business information