Edward Jones - Financial Advisor: Don Crane

Keep It Simple Financial Planning

Keep It Simple Financial Planning supports clients in their journey towards retirement confidence. We help them to optimize their investment portfolios, decide on the best Social Security strategy, and build a plan to enable a smooth transition from work to retirement. For younger generations, we provide coaching services to help them develop wealth-building habits and mindsets. Our team of professional advisors has extensive experience in financial planning and is committed to helping our clients establish a secure financial future. We offer personalized advice, tailored to the individual's needs and goals, as well as group coaching programs that focus on mastering the skills to build long-term wealth.

H&J Financial Solutions

H&J Financial Solutions is an international virtual outsource firm that strives to support small businesses in managing their finances for better profitability and revenue. Our mission is to aid our clients in reaching financial stability and prosperity through smart investments and personalized strategies. We provide a complete suite of services, from helping you with the startup process to maintaining the financial health of your business. Our team of experts offers a concierge-type approach that customizes profit and growth strategies for each client, enabling them to reach their life goals. We also provide services like CFO, accounting, bookkeeping, tax preparation, tax resolution, and tax planning (individual and business). With our help, you can be sure that your business will be in safe hands.

Edward Jones - Financial Advisor: Len Fischman

At Edward Jones - Financial Advisor: Len Fischman, we understand that these are challenging times and we are here to support you in any way we can. We are committed to helping you maintain both your physical and financial health. Our team of advisors is ready to listen and work with you to provide the best advice for your individual situation.At Edward Jones, we focus on giving our clients personalized advice to reach their financial goals. We offer services such as retirement planning, education savings plans, and tax-smart investments. We understand the importance of face-to-face conversations and strive to develop a lasting relationship with our clients.

San Francisco Health Plan

Introduction: San Francisco Health Plan is a licensed community health plan that provides affordable health care coverage to over 130,000 low and moderate-income families. Members have access to a full spectrum of medical services including preventive care, specialty care, hospitalization, prescription drugs and family planning services. We were designed by and for the residents its serves and takes great pride in its ability to accommodate a diverse population that includes young adults, seniors and people with disabilities. We were created by the City and County of San Francisco with one purpose: To provide high quality medical care to the largest number of low-income San Francisco residents as possible, while supporting San Francisco's public and community minded doctors, clinics and hospitals. As a public agency, we have no shareholders. Our revenues remain in the community and any excess is used to enhance patient services, expand coverage and overall, improve the community's health.

Zing Credit Union

We are committed to enriching the communities of Denver, Adams, and Arapahoe Counties. We strive to provide financial opportunity through our banking services, such as loans, investments, checking, savings, and financial education. We believe that providing access to these resources can improve the financial health of our local communities. Our goal is to offer a suite of products and services that are tailored to the needs of each individual, so that they can reach their financial goals and build a better future. Through our banking services, we strive to provide access to financial opportunities that help individuals and businesses succeed. We want to offer sound solutions to support people in achieving greater financial security. At the same time, we are dedicated to educating our customers about financial literacy and providing resources for long-term financial success. We seek to empower our customers to make informed decisions about their finances and to develop healthy habits that will last a lifetime. We are passionate about supporting the growth and prosperity of our local communities by providing access to financial opportunity. We look forward to working with our customers to make this a reality.

Excellent Credit Solutions

At Excellent Credit Solutions, we are dedicated to helping individuals repair their credit and protect themselves from identity theft. We offer a range of services to assist people who are new to the credit world, such as credit establishment tools and strategies, to help them reach their desired credit score. Our team also specializes in providing credit repair solutions specifically tailored to those affected by identity theft. With our expertise and experience, we can give you the support you need to get back on track with your credit. Our mission is to assist you in restoring your financial health by providing the best credit repair and identity protection services. We have a team of experienced professionals who are committed to providing you with the most effective credit repair solutions available. We understand the stress and confusion that can come along with credit issues, and we work hard to provide you with the peace of mind you need.

Riverside Financial

At Riverside Financial, we understand that financial security and stability in retirement is an important goal for everyone. We are here to help you navigate the complexities of financial planning, providing you with the tools and expertise to make informed decisions about your future. Our team of experienced advisors is passionate about helping you make the most of your finances so that you can enjoy a comfortable and secure retirement. Our services include comprehensive financial planning, retirement planning, investment advice and guidance, asset management, and tax preparation. We strive to make the process as simple and straightforward as possible, giving you the information and resources you need to make the best decisions for your long-term financial health. With our personalized approach and commitment to excellence, we are dedicated to helping you achieve your financial goals.

Edward Jones - Financial Advisor: Craig A Tomasek

At Edward Jones - Financial Advisor: Craig A Tomasek, we understand the challenges that come with these uncertain times. We are here to listen, provide support and guide you through this difficult period. Our primary concern is your physical and financial health, so if you need help, do not hesitate to reach out. Edward Jones is an investment firm that puts your financial goals first. Our experienced advisors can help you plan for retirement, save for education and become a savvy investor. At Edward Jones, we believe that face-to-face conversations are the best way to ensure your financial future is secure.