EDWARD JONES INVESTMENTS - Ariel J Castillo

Primerica, based in Concord, CA, has been helping families secure their financial futures for over 45 years. Their licensed representatives educate clients on fundamental financial concepts and offer solutions such as term life insurance, investments, and debt solutions to empower individuals to make informed choices. With a focus on financial education and personalized financial needs analysis, Primerica aims to guide clients towards achieving their goals and attaining financial freedom. Their commitment to excellence has earned them recognition as one of the most trusted financial companies, emphasizing their dedication to creating a secure and inclusive financial environment for families. Generated from the website

Wasser Wealth Management is a financial advisory firm located in Pleasant Hill, CA. They offer a wide range of financial services, including asset preservation, income planning for retirement, and estate planning. Their team of experienced advisors is dedicated to helping individuals, families, business owners, retirees, and women investors achieve their financial goals. With a structured process, analytical insights, and personalized guidance, Wasser Wealth Management provides sure-footed guidance for navigating the complexities of financial planning. As a trusted partner, Wasser Wealth Management understands the unique needs and challenges of their clients and works diligently to design and implement tailored financial plans that align with their clients' life goals. With a focus on building long-term relationships, they provide pragmatic solutions and expert advice to help clients make informed financial decisions. Whether it's managing sudden wealth, planning for retirement, or creating a legacy for loved ones, Wasser Wealth Management is committed to helping clients harness their financial potential and achieve financial well-being.Generated from the website

SAG/Advisor/insurance/estate planning