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 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.”

Read more

“Edelman Financial Engines provides clear and straightforward wealth planning and investment advice to help individuals and families connect the key aspects of their financial lives, enabling them to build, grow, protect, and preserve their wealth. 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. They know that when individuals have better confidence and command over their financial journey, this can positively impact families, communities, and generations over time.”

Read more

“Paragon Financial Services has extensive experience providing individuals and their families with personal financial, asset management, and tax planning. 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'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.”

Read more