Aaron Michael Kaplan, Financial Professional - New York Life

Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy

American Money Management LLC, based in Rancho Santa Fe, CA, has been providing professional investment services and financial planning since 1999. With a client-first approach, they offer personalized advice tailored to individual objectives and needs, ensuring transparency and peace of mind with state-of-the-art technology and secure asset management. They specialize in building customized investment portfolios that generate income both in the present and future, catering to a diverse range of clients including pre-retirees, those nearing retirement, and individuals in financial transition seeking assistance with lump sum investments from settlements, business sales, or inheritances.Generated from the website

Wealth Analytics is an independently owned elite firm of fee-only financial advisors that provides you with professional financial analysis and advice with a bigger goal in mind: helping you redesign your life for the better while working towards the retirement you dream of. As fiduciary advisors, we are not affiliated with a brokerage firm, bank or insurance company. We do not sell investment or insurance products.