Edward Jones - Financial Advisor: Jonathan B Kaplan, 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.

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 Wallingford, CT, Edward Jones - Financial Advisor: Ashley W Rendon is a cornerstone of financial services in the area. Specializing in assisting individuals, families, and small businesses, this firm is dedicated to helping clients achieve their investment goals and navigate their financial planning needs. Offering a range of services including investment management, retirement and estate planning, and education savings programs, they provide personalized guidance tailored to each client's unique circumstances. With a commitment to fostering strong advisor-client relationships, Edward Jones emphasizes consultations and ongoing support to ensure clients are well-prepared for life's changing stages. By focusing on individualized care and crafting customized strategies, rather than a one-size-fits-all approach, this firm makes thoughtful financial planning accessible to investors of all backgrounds. Whether you're planning for retirement, managing investments, or securing your family's future, Edward Jones - Financial Advisor: Ashley W Rendon is dedicated to guiding you towards financial success. Generated using this brand's available information