3 Best Financial Services in Elk Grove, CA

"Mark Sikich has worked as Regional Director of Financial Planning at Edelman Financial Engines and currently serves as the Director of Financial Planning at Edelman Financial Engines. He attended the University of Phoenix. He helps his clients find meaningful solutions to the complexities of their unique situation. Edelman Financial Engines builds a personalized plan that can give you the best opportunity to reach your goals.

"Kelly J Shultz is the Financial Advisor at Edward Jones. She completed her Bachelor of Arts at the University 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. She offers a free consultation for retirement planning.