Celaya Wealth Management

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Cristian H Izquierdo, based in Miami, FL, is part of a financial services firm that specializes in assisting individuals, families, and small businesses in achieving their financial objectives. With a keen focus on personalized guidance, they excel in offering tailored solutions encompassing investment management, retirement and estate planning, and education savings programs. Their network of dedicated financial advisors extends nationwide, underscoring their commitment to fostering robust advisor-client connections through in-depth consultations and ongoing assistance, enabling clients to navigate life's changing phases with confidence. At Edward Jones - Financial Advisor: Cristian H Izquierdo, the emphasis lies on individualized client attention, steering away from a one-size-fits-all approach towards crafting bespoke strategies that cater to diverse investor profiles. By prioritizing thoughtful planning over generic, transactional interactions, they ensure that clients receive comprehensive support tailored to their unique financial aspirations. Through their unwavering dedication to personalized care and strategic guidance, they make the intricacies of financial planning accessible and comprehensible, positioning themselves as a trusted partner in helping clients realize their long-term financial goals. Generated using this brand's available information

We are based upon providing the highest quality fiduciary based wealth management services. From financial planning and portfolio management to retirement and investment planning services, we are here to help our clients. We pride ourselves with having an experienced and trained team who can apply the best investment principles to each client's unique situation. We take the time to get to know each client to ensure we have a good understanding of their goals. We sit on the same side of the table as our clients, as it is our fiduciary duty, and our client's interests come first. We work to gain the trust of our clients to build long-term relationships and to ultimately be viewed as their trusted financial advisor. Please contact us today.