Edward Jones - Financial Advisor: John Zezini

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

Foothills Regional Insurance & Financial Solutions is a full-service financial advisor located in El Dorado Hills, CA. They specialize in providing individuals, families, and businesses with comprehensive financial planning, risk management, and decision-making services. Their mission is to teach people how money works and help them get the most cost-efficient use of their money, addressing various financial goals such as retirement planning, education funding, and capital gains tax relief. With a focus on helping clients navigate the complexities of the financial landscape, Foothills Regional Insurance & Financial Solutions offers expertise in tax deferral consulting, annuities, disability income insurance, investments, life insurance, long-term care insurance, and premium financing. They also assist business owners in finding efficient ways to make major purchases and provide strategies to reduce, defer, or avoid large capital gains taxes. Their goal is to help clients create a current, written financial plan that addresses their specific objectives and positions them towards zero taxes in retirement.Generated from the website

Bank of America is proud to serve El Dorado Hills, CA. Wherever you are in your financial life, we're here for you with personalized financial guidance from a team of experienced professionals all working together in one convenient location.