Edward Jones - Financial Advisor: Jason Light

Matthew Jensen - Edward Jones in University Place, WA, stands as a beacon of financial support for individuals, families, and small businesses seeking to navigate the intricate landscape of investment goals and financial planning. Their personalized approach places a strong emphasis on tailored solutions, extending across investment management, retirement and estate planning, and education savings programs. Clients benefit from the availability of dedicated financial advisors nationwide, fostering robust advisor-client relationships through consultations and continuous support to prepare for life's ever-changing phases. At Matthew Jensen - Edward Jones, the focus lies on individualized client attention, shaping bespoke strategies rather than offering a one-size-fits-all, transactional experience. This approach makes strategic financial planning accessible to a diverse range of investors, underlining the commitment to thoughtful and comprehensive care in the realm of financial services. Generated using this brand's available information

HistorySince 1988, Westgate Capital Consultants has been offering retirement planning to its clients, working both with Individual Investors and Corporate Retirement Plans - in fact, WCC was one of the first firms to introduce 401(k) Retirement Plans in the Tacoma area.SpecialtiesSpecializing in 401(k), 403(b) and Cash balance retirement plans; and Individual Wealth Management.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the University Place, WA area, Jason Ledesma will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.