Edward Jones - Financial Advisor: Adam J Vale Cruz, AAMS®

Services Offered

• Investment guidance
• Financial planning
• Retirement preparation
• Education savings
• Tax-smart investing

About

Adam Vale Cruz is a financial advisor based in San Diego, California, affiliated with Edward Jones. He provides investment guidance and financial planning services, focusing on retirement preparation, education savings, and tax-smart investing strategies. Adam emphasizes the importance of face-to-face consultations to understand his clients' financial goals. His practice serves individuals and families seeking to build wealth and secure their financial future.

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