Edward Jones - Financial Advisor: Cassidy Wertz

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2510 NW Edenbower Blvd Ste 136
Roseburg, OR 97471
+1 (541) 957-5225
https://www.edwardjones.com

Edward Jones, a financial services firm situated in Roseburg, OR, provides comprehensive support to individuals, families, and small businesses in achieving their financial objectives. Led by Financial Advisor Cassidy Wertz, the firm excels in delivering personalized guidance tailored to each client's unique needs. Specializing in investment management, retirement and estate planning, and education savings programs, Edward Jones stands out for its commitment to building strong advisor-client relationships.

At Edward Jones - Financial Advisor: Cassidy Wertz, the emphasis lies on creating customized financial solutions that cater to the diverse needs of investors. With a nationwide network of dedicated financial advisors, the firm ensures clients receive ongoing support and expert consultations to navigate life's various stages. By prioritizing individualized care over generic transactions, Edward Jones makes strategic financial planning accessible and effective for a wide range of clients, fostering a culture of thoughtful and client-centric approach to financial management.

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Edward Jones

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
United States›Oregon›Roseburg›Edward Jones - Financial Advisor: Cassidy Wertz