Financial planner needed in Saratoga, California

Edward Jones - Financial Advisor: Lucy McGuire, CFP®|AAMS™|CRPS™ is a reputable finance institution located at 14375 Saratoga Avenue in Saratoga, California, United States. Lucy McGuire, a Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Plans Specialist (CRPS™), offers expert financial advice and planning services to help clients achieve their financial goals. With a focus on personalized service and a comprehensive approach to financial planning, Lucy McGuire and the team at Edward Jones are dedicated to helping clients navigate the complexities of investing and retirement planning. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Edward Jones - Financial Advisor: Lucy McGuire is committed to providing you with the guidance and support you need to make informed financial decisions.

Northwestern Mutual - Dan Madsen is a reputable finance and insurance agency located at 1190 Saratoga Avenue in San Jose, California, United States. With a focus on helping clients achieve financial security and peace of mind, Northwestern Mutual offers a range of insurance and investment products tailored to individual needs. Led by experienced financial advisor Dan Madsen, the institution is dedicated to providing personalized solutions and excellent customer service to help clients reach their financial goals.