A home purchase is a big decision - thatâ€™s why itâ€™s important for you to choose a lender who communicates well, does things on time, and sets a clear expectation of the numbers upfront. Iâ€™ve been in the business for 20 years, and consider myself fortunate to work with a team that shares my extreme pride in helping you accomplish your home ownership goals.
Small Business & Individual Retirement planning, to include transfers of 401(k), 403(b), and other type retirement plans. Financial trust management.
Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let's discuss your goals during a financial review. Contact me today.
Edward Jones Agent
Coordinated tax and general wealth management and planning under one roof by CPA
At loanDepot, we understand that in todayâ€™s market, home financing requires a company with a proven track record, financial strength, and integrity. Our unwavering commitment to excellence in these three key areas has made us highly regarded within the industry.
Financial Planning/Financial Services, Insurance