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| Edward Jones-95747 Sun City |
(916) 772-4114 |
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Address: |
Cody Sloan
1259 Pleasant Grove Blvd S 150
Roseville, CA 95747 |
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Web
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http://www.edwardjones.com |
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Email: |
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Description: |
Edward Jones has been serving in local communities since 1871, building long lasting relationships by personal face-to-face interaction. This office ha been serving the Roseville community since 1986. Recent awards fro Edward Jones include: #1 JD Power and associates for full service brokerage firm (3 years in a row), #1 full service brokerage firm from SMART MONEY magazine, #1 financial customer service award from BUSINESS WEEK. We offer the following products and services: customized retirement plans,401K rollovers,mutual funds, stocks,bonds,CD's,tax-free investments,long-term care insurance,life insurance, and savings for education. |
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| Edward Jones-Roseville 95678 |
(916) 772-1085 |
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| RBC Wealth Management |
(916) 797-6636 |
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Address: |
Johnathan M Wilson, CFP ®
3700 Douglas Blvd S. 200
Roseville, Ca 95661 |
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Web
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www.rbcfc.com/johnathan.wilson |
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Email: |
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Description: |
I specialize in conservative retirement planning and estate planning issues.I assist individuals with financial planning and investment advice through comprehensive wealth management strategies.I have true client centered philosophy: an investment recommendation is always in the best interest of the client, period! I create lifelong relationships where the client knows that I have their best interests at heart and they value my advice.After graduating from St Mary's College of California with a BA in management, I went on to earn the designation of CERTIFIED FINANCIAL PLANNER in 2006. I live in Roseville with my wife and family.
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