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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

Located in Petaluma, CA, Raymond James stands out as a financial services company dedicated to offering customized wealth management services, investment banking, asset management, and capital market solutions. Catering to individuals, businesses, and municipalities, they excel in providing thorough financial planning, portfolio advisory strategies, and specialized support tailored to each client's unique objectives. Drawing from extensive experience, their approach revolves around guiding clients through intricate financial scenarios by employing in-depth analysis and individualized care. Raymond James places a strong emphasis on cautious risk management while also presenting opportunities for clients to enhance, safeguard, and efficiently transfer their financial assets. Despite their global presence, the company maintains a local, community-centric ethos, ensuring that they provide attentive, impactful, and objective-driven solutions to meet their clients' diverse needs. By combining expertise with a commitment to delivering personalized attention, Raymond James remains a reliable partner for those navigating the complexities of the financial landscape. Generated using this brand's available information

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.