Services
Financial Advising, Investment Management, Investment Funds, Stock Broker
Specialties
401(k) Rollovers, Roth IRA, 529 College Savings Plan, Life Insurance, SEP IRAs, Traditional IRAs
Languages
English
Edward Jones - Financial Advisor: Casey Flom Verified by Yext
Listed In: Investment Services Firms
Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.
Edward Jones - Financial Advisor: Casey Flom
5619 Scotts Valley Dr, Ste 100, Scotts Valley, CA
5619 Scotts Valley Dr, Ste 100, Scotts Valley, CA
Additional Business Details
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