The Looser Financial Group Inc

Located in La Mesa, CA, Edward Jones stands as a financial services establishment dedicated to assisting individuals, families, and small businesses in achieving their investment aspirations and financial objectives. Specializing in personalized guidance, the firm places significant emphasis on tailored solutions in investment management, retirement and estate planning, and education savings programs. Boasting a widespread presence with devoted financial advisors nationwide, Edward Jones places a premium on fostering robust advisor-client relationships, offering consultations and continuous support to aid clients in preparing for the various stages of life. At Edward Jones in La Mesa, clients can expect a personalized touch, as the firm prioritizes individual client care by crafting customized strategies rather than providing a one-size-fits-all, transactional experience. By making thoughtful planning accessible to a diverse range of investors, Edward Jones ensures that each client receives the attention and support necessary to navigate their financial journey successfully. With a commitment to offering tailored solutions and fostering lasting relationships, Edward Jones in La Mesa, CA, remains a reliable partner in helping clients achieve their financial goals. Generated using this brand's available information

Schindler Wealth Management Inc, located in La Mesa, CA, offers a comprehensive range of financial services including investment planning, retirement planning, legacy planning, and asset protection. Their approach is rooted in a meticulous process aimed at understanding clients' needs and delivering tailored strategies to help achieve financial goals. With a commitment to providing insightful market analysis and personalized advisory services, Schindler Wealth Management is dedicated to fostering long-term financial wellness for its clients. The firm operates under LPL Financial, ensuring adherence to high industry standards and regulations. Generated from the website

While many institutional firms focus solely on their bottom line, Jeff focuses on the personal aspect of financial planning, being drawn to a passion for growing relationships, and utilizing his knowledge and experience in investing to help others.After serving clients for several years at a large brokerage firm, Jeff became an independent advisor with LPL Financial, one of the leading independent broker-dealers in the country. By partnering with LPL, he is able to offer more flexible, customized strategies, work solely for his clients, and be there for them through important life milestones.Today, our firm stands by these guiding passions and we love how we are able to help our clients. Together, we have helped hundreds of families prepare for and live in retirement, send their children or grandchildren to college, or plan for the next generation. Our experience and enthusiasm is one of the reasons investors continue to turn to us, and to refer their loved ones to our firm.