3 Best Financial Services in Elk Grove, CA

Here’s The Deal:
Kelly J Shultz is the Financial Advisor at Edward Jones in Elk Grove, California. She completed her Bachelor of Arts at Univ of California-Davis. With experience in the industry, a deep understanding of the financial markets, and a passion for helping clients reach their financial goals, Kelly J Shultz takes a personalized approach to each client, working closely with them to understand their unique needs and develop a customized investment strategy. Whether you're saving for retirement, preparing your estate, or pursuing another financial milestone, she is committed to providing the guidance and support you need to help achieve your dreams. Working closely with your CPA, attorney, and other professionals, Kelly J Shultz can help determine the most appropriate financial strategy for you and your family.

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Edelman Financial Engines is one of the leading financial planners in Elk Grove, California. Bill O'Donnell is the Director of the firm. He started as a financial planner in 2001 and looks forward daily to working with his clients to help them reach their financial goals. He holds an Accredited Asset Management Specialist™ certification and completed his Bachelor of Science in Business Administration-Finance at Cleary University. At Edelman Financial Engines, the team delivers straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial lives so they can build, grow, protect, and preserve their wealth. They know that when individuals have better confidence and command over their financial journey, this can positively impact families, communities, and generations over time.

Here’s The Deal:
Paragon Financial Services is a well-known financial consultant in Elk Grove, California. Bryan Chew, JD, CFP®, owns the firm. He received his undergraduate degree from the University of California, Irvine, and his juris doctorate degree from the University of the Pacific McGeorge School of Law. Before establishing his financial planning practice, he was an Internal Revenue Service agent specializing in audits. He is a CERTIFIED FINANCIAL PLANNER™ professional with FINRA Series 7, 24, and 63 securities registrations. The goal of the team at Paragon Financial Services is to help simplify and enrich your life. They have extensive experience providing individuals and their families with personal financial, asset management, and tax planning. They'll help you manage and preserve your wealth according to your personal financial goals. They are a boutique firm that focuses on providing their clients with the highest level of service.