Jennifer Kachmar - Ameriprise Financial Services

Located in Roseville, CA, Edward Jones - Financial Advisor: Jerry Newman is a distinguished financial services establishment. Specializing in assisting individuals, families, and small businesses in achieving their financial aspirations, this firm is a beacon of personalized guidance. Whether it's crafting investment strategies, planning for retirement, managing estates, or setting up education funds, Edward Jones ensures tailored solutions that cater to the unique needs of each client. With a strong nationwide presence, Edward Jones stands out for fostering enduring relationships between clients and their dedicated financial advisors. Jerry Newman and the team focus on providing continuous support and expert consultations to help clients navigate life's various stages with confidence. By prioritizing individualized care and eschewing a one-size-fits-all approach, Edward Jones embodies a commitment to making thoughtful financial planning accessible and beneficial for a diverse range of investors. Generated using this brand's available information

It is our goal to create and maintain easy-to-understand retirement plans. We are fiduciaries committed to your best interests. What's a fiduciary? We get this question all of the time. A fiduciary is legally bound to put your needs first. We serve clients throughout California, and we look forward to assisting in your retirement planning process.