Edward Jones - Financial Advisor: Heather C D'Angelo, CEPA®|AAMS®|CRPS™

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

Creativa Associates is a leading consultancy in Valencia, CA, specializing in providing innovative and cost-effective solutions for businesses' employee benefits programs. Their comprehensive services include plan design, financial structuring, implementations, communications, project management, benefits call center support, and custom solutions tailored to meet clients' unique needs. With a focus on excellence, agility, and transparent pricing, Creativa Associates is dedicated to delivering exceptional value to clients across a wide range of industries, from technology and education to healthcare and manufacturing. Their hands-on approach and integrated teams ensure that projects are completed on time and with a high level of expertise.Generated from the website

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.