Edward Jones - Financial Advisor: Jordan R Sergent

Located in Sonora, CA, Edward is a financial services firm dedicated to assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. The firm's personalized guidance underscores bespoke solutions spanning investment management, retirement and estate planning, and education savings programs. With a widespread presence of committed financial advisors, Edward values fostering robust advisor-client connections, offering consultations and continuous assistance to equip clients for the transitions in life. Edward in Sonora prides itself on its tailored client-centric approach, emphasizing customized strategies over a one-size-fits-all, transactional model. By focusing on individualized care, the firm ensures that thoughtful planning is accessible to a diverse range of investors, aiming to provide a personalized and engaging experience for those seeking financial guidance and support. Generated using this brand's available information

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

SpecialtiesMaking Sense of Investing 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.