Here’s The Deal:
Karen Hagman has a successful tenure as a financial advisor at Edward Jones, leveraging her expertize to assist clients. She joined Edward Jones in 2016. She is an Accredited Asset Management Specialist™ and completed her graduation from Cal State Univ-Monterey with a Bachelor of Science. Karen Hagman and her team focus on crafting financial strategies tailor-made for individuals who understand the importance of securing their wealth. Leveraging their time-tested process, they collaborate to sculpt a financial blueprint aligned with your aspirations, ensuring they help protect what is most important to you. Edward Jones focuses on managing investments and ensuring clients receive excellent customer service. The firm works closely with your accountant, lawyer, and other trusted experts to create strategies that benefit from their combined knowledge and experience. Their team of financial advisors is committed to helping clients throughout their lives, offering guidance and assistance as situations change. They're here to help you reach your goals, and it starts with a simple conversation, so don't hesitate to get in touch soon.
3 Best Financial Services in Salinas, CA
Expert recommended Top 3 Financial Services in Salinas, California. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, price and general excellence. You deserve only the best!
DAVID JENKINS - AMERIPRISE FINANCIAL SERVICES, LLC
Since 2021
Here’s The Deal:
David Jenkins is one of the Financial Advisors at Ameriprise Financial, LLC. He completed his AA Degree at Monterey Peninsula College in 2005. David Jenkins works with individuals, families, and businesses that are strategically minded and dedicated to achieving their financial goals. By implementing personalized investment strategies, he can work together to build a financial plan that complements your life plan. Wherever you are on your financial journey and whatever you need, David Jenkins is ready to collaborate to develop a path to help you plan to achieve your dreams. He holds CIMA® Certified Investment Management Analyst®, CMFA® Certified Military Financial Advisor, and Series 7, 9, 10, 31 & 66 certifications and licenses.
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Sat & Sun: Closed
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DOUG GUTSHALL - PRIMERICA
Since 1993
Here’s The Deal:
Doug and Gutshall are two of the leading financial consultants at Primerica in Salinas, California. They became Primerica Financial Representatives to assist their neighbors, the residents of Salinas, and the surrounding communities in achieving their financial and life goals with personalized investment strategies. Their top priority is to create value and peace of mind for their clients. They pride themselves on delivering excellent customer service to everyone who enters their office. They aim to treat each customer with respect and integrity, just as they would want to be treated. Whether interested in financial services, investment services, or term life insurance, they can help you find financial solutions that meet your needs. Doug and Gutshall and their team assist everyone, from those just starting on their investment journey to those already in retirement. Their wide range of products and programs offers an investment solution for everyone.