WHY GO ANYWHERE ELSE?
When it comes to meeting your financial goals, you really only need to see one person. At Edward Jones, we strive to meet all your financial services needs while providing exceptional personalized service.
Because we serve individual investors and business owners, all of our energy and resources are dedicated to helping you reach your long-term financial goals. That’s why we live and work in your community. We meet with you face to face to discuss the key steps to creating your financial strategy.
You talk, we listen, and we get to know you. Estate Planning*
Retirement Plan Rollovers and Consolidation
Annuities Fixed Income Investments
Equities Insurance Mutual Funds Education Savings Strategies
For more information or to schedule a complimentary financial review, call or stop by the Edward Jones location nearest you.
*Estate-planning services are offered through Edward Jones Trust Company. Edward Jones Trust Company and Edward Jones are separate subsidiaries of the Jones Financial Companies, L.L.L.P.
Marisa C Otto, AAMS® Financial Advisor
275 Tennant Avenue Suite 206 A Morgan Hill, CA 95037 408-778-4400
marisa.otto@edwardjones.com
Mark Vivian, CFP® Financial Advisor
615 San Benito Street Suite C Hollister, CA 95023 831-634-0694
mark.vivian@
edwardjones.com
www.edwardjones.com
Dr. K. Le, DDS
Individual & Business Tax Preparation
Electronic Filing for Faster Refunds
We offer assistance with
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889 A Sunset Dr., Hollister • 831.637.9122 Out & About • June 2011 41
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