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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.

Tri Valley Insurance, located in Livermore, CA, is dedicated to protecting clients' futures by providing personalized insurance solutions tailored to individual needs. As independent brokers, they prioritize representing their clients rather than insurance companies, ensuring professional advice and straightforward answers. The team at Tri Valley Insurance, led by owner Dan Lucas and supported by experienced agents Trisha Basinger and Erin Karingada, brings a wealth of knowledge and commitment to safeguarding clients' assets. With over 17 years of combined industry experience, they are equipped to assess unique insurance requirements and deliver comprehensive coverage options efficiently. Generated from the website