EDWARD JONES INVESTMENTS - Kirk Camunez

Primerica, located in Gold River, CA, is a financial services company dedicated to helping families achieve a secure financial future through education and tailored solutions. With over 45 years of experience, their licensed representatives empower clients with simple financial concepts and offer services such as term life insurance, investments, debt solutions, and more. Committed to the well-being of middle-income families, Primerica's people-first philosophy and personalized approach aim to align clients' current finances with their future goals. Through their unique "how money works" approach and unity among representatives, Primerica strives to provide trusted financial guidance and support to help families attain financial freedom. Generated from the website

Eloan4Home is a full-service mortgage company based in Sacramento, California, offering a diverse range of loan products including FHA, VA, Conventional, Jumbo, and Cash-Out loans. With a focus on helping clients achieve their homeownership dreams, they also provide specialized options such as DSCR, Bank Statement, and First-Time Home Buyer loans tailored to meet local borrower needs. The company prides itself on delivering competitive rates and fees, as well as a commitment to customer satisfaction. Their extensive refinancing programs are designed to help clients secure lower monthly payments or access cash-out options, ensuring a wide array of mortgage solutions for purchasing and refinancing homes in the region. Generated from the website

Redtail Technology is a leading provider of cloud-based CRM solutions for financial advisors, offering automated workflows, integrations, and an intuitive user interface to streamline processes and enhance productivity. With a focus on working smarter, Redtail CRM is designed to meet the evolving needs of today's advisory practice. In addition to their CRM solution, Redtail also offers Imaging, a document storage system for reducing clutter and going paperless, Speak, a compliant communication platform for texting with clients, Email Archive and Retention for convenient and compliant email management, and Redtail Campaigns, a platform for hyper-personalized marketing collateral to drive new business and deepen client relationships. With a commitment to providing an amazing experience and delivering extreme customer service, Redtail Technology is dedicated to helping financial advisors optimize their businesses and strengthen client relationships.Generated from the website