3 Best Financial Services in Elk Grove, CA

“Kelly J. Shultz is the Financial Advisor at Edward Jones, and 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.”

“Edelman Financial Engines builds a personalized plan that can give you the best opportunity to reach your goals. 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. Edelman Financial Engines knows that when individuals have better confidence and command over their financial journey, this can positively impact families, communities, and generations over time.”

“Paragon Financial Services provides a collaborative team approach by combining the skills and experience of CERTIFIED FINANCIAL PLANNER™ professionals to answer all of your financial needs. They believe this is a distinct approach because it allows them to understand your situation and to provide services that exceed your expectations. Bryan Chew is the owner of Paragon Financial Services. Bryan Chew, JD, CFP®, received his undergraduate degree from the University of California, Irvine, and his juris doctorate from the University of the Pacific McGeorge School of Law. Prior to establishing his financial planning practice, he was an agent with the Internal Revenue Service specializing in audits. Bryan was an instructor of the Personal Financial Planning Program offered at the University of California, Davis Extension Program. With more than 30 years of industry experience, he feels that teaching students real-life scenarios, in addition to fundamental theories, will better prepare them for this rapidly evolving profession.”