Edward Jones - Financial Advisor: Kelly J Shultz

Services Offered

• Retirement planning
• Education savings planning
• Investment management
• Tax-efficient investing

About

Kelly J Shultz is a financial advisor based in Elk Grove, California, affiliated with Edward Jones. She provides personalized financial planning and investment guidance, focusing on retirement preparation, education savings, and tax-smart investing strategies. Kelly emphasizes the importance of face-to-face conversations to understand her clients' unique financial goals. Her practice is dedicated to helping individuals and families achieve long-term financial success.

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