World Financial Group

California Financial Services, based in Carmichael, CA, has been a key strategic partner to public school districts for over 30 years, specializing in financial advisory services tailored to the unique needs of educational institutions. Since 1989, they have focused on understanding the financial intricacies involved in planning, funding, and constructing school facilities. With a strong emphasis on integrating various long-term funding sources at local, state, and federal levels, California Financial Services provides comprehensive guidance through all phases of financial planning, implementation, and reporting. Their in-house expertise ensures clients receive support from the initial planning stages through to the closure of significant funding programs, including OPSC audits. Generated from the website

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.

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