Edward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|ChSNC®|AAMS®

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.

Located in Concord, CA, Edward Jones stands as a beacon of financial expertise, assisting individuals, families, and small businesses in achieving their investment aspirations and financial objectives. Specializing in personalized guidance, the firm places a strong emphasis on tailored solutions, spanning investment management, retirement and estate planning, and education savings programs. With a network of dedicated financial advisors spread nationwide, Edward Jones excels in fostering robust advisor-client relationships, providing consultations and continuous support to help clients navigate the changing landscapes of life. At Edward Jones in Concord, CA, the focus remains unwaveringly on individualized client care, offering bespoke strategies instead of a one-size-fits-all, transactional approach. The firm's commitment lies in making thoughtful financial planning accessible to a diverse range of investors, ensuring that each client receives the attention and expertise needed to thrive in their financial journey. By prioritizing custom solutions and personalized attention, Edward Jones sets itself apart as a trusted partner in guiding clients towards their financial goals with confidence and clarity. Generated using this brand's available information

Revive Financial Solutions is a financial services firm based in Concord, CA, dedicated to assisting individuals with managing and improving their financial situations. The company offers a range of services aimed at providing clients with personalized solutions to address their unique financial challenges. With a focus on financial education and empowerment, Revive Financial Solutions works closely with clients to develop strategies for debt management, budgeting, and long-term financial planning. By providing expert guidance and support, the firm helps individuals take control of their finances and work towards a more secure financial future. Generated from their business information