Edward Jones - Financial Advisor: Gina Krumland, CFP®|AAMS®|ADPA®

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Altus Inc is a virtual registered investment advisor firm based in Atascadero, CA. Founded in 2007 by John Buerger, a certified financial planner, Altus Inc offers personalized financial planning and investment management services. With a focus on building portfolios tailored to each client's life plan and risk tolerance, Altus Inc aims to help individuals and businesses achieve their financial goals with less stress and worry. Their approach includes designing portfolios based on predetermined, written instructions and providing clients with a clear understanding of their investments. Altus Inc prides itself on being a local, independent firm that prioritizes the best interests of its clients.Generated from the website