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.

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Mary Elizabeth Bellizzi is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Aptos, CA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Mary Elizabeth Bellizzi - Thrivent

Dennis Silva, Cash Flow Specialist With a career spanning over four decades, I’ve been passionate about helping businesses thrive since 1978. My journey began as a partner in two computer firms, where I spent 12 years working with small to medium-sized businesses and government entities, primarily offering computer leasing solutions. Over the next 32 years, I shifted my focus to... Read More about Save With Dennis