Waddell & Reed

Located in Rolling Hills Estates, CA, Edward Jones Investments, led by Matthew R De Montagnac, is a prominent financial services firm catering to individuals, families, and small businesses seeking expert guidance in financial planning and investment strategies. Their specialized services encompass a wide range of financial needs, including investment management, retirement planning, estate planning, and education savings programs. At Edward Jones, the emphasis lies on fostering strong connections between clients and their dedicated financial advisors. By offering tailored solutions and personalized consultations, the firm ensures that each client receives the individualized attention needed to navigate life's financial milestones effectively. With a commitment to providing thoughtful and customized financial planning, Edward Jones stands out for its client-centric approach, making comprehensive financial guidance accessible to investors from diverse backgrounds. Generated using this brand's available information

John Winkworth - Raymond James, nestled in Palos Verdes Peninsula, CA, is a distinguished financial services hub specializing in bespoke wealth management services, investment banking, asset management, and capital market solutions. Tailoring its offerings to individuals, businesses, and municipalities, this establishment provides a wide array of services, including comprehensive financial planning, portfolio advisory strategies, investment research, and personalized assistance aligned with client-specific objectives. Boasting a wealth of experience, John Winkworth - Raymond James places a strong emphasis on guiding clients through intricate financial landscapes by conducting thorough analysis and offering personalized attention. By prioritizing prudent risk management, the establishment not only provides avenues for financial growth and protection but also facilitates the seamless transfer of financial resources. Balancing a global outlook with a community-centric ethos, the institution prides itself on delivering attentive, impactful, and objective-driven solutions to its diverse clientele. Generated using this brand's available information