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.
3 Best Financial Services in Elk Grove, CA
Expert recommended Top 3 Financial Services in Elk Grove, California. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 KELLY J SHULTZ - EDWARD JONES REVIEWS
Absolutely the best advisor! I had no idea if I could retire with the money I saved up and together we created a plan that I felt comfortable with. I highly recommend if you want someone who will take the time to explain everything in detail and give you consistent care.
Kelly is the best financial advisor!! I highly recommend her she knows what she’s doing and very professional. Thanks again Kelly.
Kelly helped me transition to retirement years before I actually retired
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: 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.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 EDELMAN FINANCIAL ENGINES REVIEWS
Edelman Financial Engines provides best financial services highly recommended.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
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.
Specialty:
Contact:
Working Hours:
Fri: 9am - 3pm
Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 PARAGON FINANCIAL SERVICES REVIEWS
Paragon Financial Services has been a game-changer for my family. Bryan Chew and his team have a deep understanding of the financial landscape and have provided us with exceptional guidance. Their personalized approach and attention to detail have given us peace of mind knowing our financial future is in good hands. Highly recommend!
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.