Simple Rooted Investments LLC

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

3 Pointe Financial in Santa Ana is a trusted provider of investment and business solutions for independent financial advisors nationwide. Partnered with LPL, they offer cutting-edge tools, technology, and resources to support the success of both advisors and their clients. With a focus on empowering financial advisors, 3 Pointe Financial is dedicated to helping professionals thrive in their practices and deliver exceptional service to their clients. Discover how their expertise can elevate your financial advisory business today. Generated from their website's infomation

Circle J Investment Co is a real estate investment firm based in Santa Ana, CA. Specializing in property acquisition and management, the company focuses on maximizing returns for its clients through strategic investments. With a commitment to transparency and professionalism, Circle J Investment Co offers tailored solutions to meet the diverse needs of investors looking to grow their real estate portfolios. The company's experienced team provides expert guidance and support throughout the investment process. Generated from their business information