Wealthy Dollar

SpecialtiesIn addition to the services we provide to individual and families, we also provide investment services to Family Foundations and Non-Profits. Today's economic and investment climate offers unprecedented opportunities. To take advantage of them, you need the flexibility and experience of a team approach. From developing realistic goals and time frames, to creating a strategy for implementing a sound financial approach, to making adjustments along the way, our firm stands ready to serve you. We work hard at developing enduring, long-term relationships with people we have come to know and care about; people who have placed their trust in our experience and dedication.

Hooi Poh Ooi is a Licensed Financial Representative with Primerica serving BALDWIN PARK and its surrounding areas.

Located in La Puente, CA, Edward Jones - Financial Advisor: Cirenia Amador, stands as a beacon of financial guidance for the local community. Specializing in aiding individuals, families, and small businesses, this establishment offers a diverse range of services aimed at fulfilling investment aspirations and financial planning necessities. Through a commitment to personalized assistance, the team at Edward Jones ensures that each client receives tailored solutions covering investment management, retirement and estate planning, and educational savings programs. What sets Edward Jones apart is its unwavering dedication to fostering meaningful relationships between financial advisors and clients. By providing consultations and continuous support, this firm goes above and beyond to assist individuals in preparing for the various stages of life. Rather than adopting a one-size-fits-all approach, Edward Jones thrives on creating bespoke strategies that cater to the unique needs of every investor, making strategic financial planning an attainable reality for all. Generated using this brand's available information