Susy Hinojosa-Diosdado: Primerica-Financial Services

At OakHeart Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Palm Springs, CA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

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

Jonathan & Associates, located in Palm Desert, CA, specializes in a wide range of financial services designed to help individuals and businesses secure their financial futures. Their offerings include personal financial planning, estate planning, business accounting, and various tax services, ensuring comprehensive support for their clients' needs. With a commitment to outstanding service and attention to detail, Jonathan & Associates provides valuable resources such as newsletters, financial calculators, and guides on tax strategies for both individuals and business owners. Their expertise extends to complex issues like IRS representation, bankruptcy, and forensic accounting, making them a trusted partner in financial management. Generated from the website