Edward Jones-Financial Advisor: Tim Rodriguez

Edward Jones-Financial Advisor: Tim Rodriguez Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.

As your Edward Jones financial advisor, I believe it’s important to invest our time in understanding what you’re working toward and why before you invest your money. I can also help with your retirement savings so you have more options when you retire, regardless of what you decide to do. In 2017, I began my Edward Jones career as a financial advisor. Previous to Edward Jones, I was the branch man

ager of Tri Counties Bank in Crescent City, CA. My wife, Heather, and I have five children collectively. We live in Crescent City, CA. We are active in our community. Friends and family are very important to us. I have served as a board member of the CASA of Del Norte, past president and board member of the Rotary Club of Crescent City, past board member of The Del Norte Little League, and coach of various youth sports. My wife and I also enjoy exploring Del Norte County on backtracking trips. My branch office administrator, Jess Good, also lives in the community with her husband. Jess and her husband have three kids, and they enjoy spending time together as a family swimming at the Smith River, playing cards and just being together. Relationships are key, and in our view, meeting face to face builds strong relationships. Once established, we can meet with clients via telephone or web conferencing. We meet when and how it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives. Member SIPC.
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Learn more https://bit.ly/4raysJH Long-term financial success starts with intentional planning. I can help you consider ...
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Learn more https://bit.ly/4raysJH Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities.

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Too often, our emotions can be a barrier to our investment success. In these situations, it’s important to take a timeout and remember why you’re investing.

No two of my clients are alike. That’s why you have choices at Edward Jones.As your financial advisor, I can help you un...
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No two of my clients are alike. That’s why you have choices at Edward Jones.

As your financial advisor, I can help you understand how we'll work together and which of our offerings can best meet your preferences and needs.

Explore your options at the page linked below. Then reach out to start a conversation — we’re here to help.

https://bit.ly/3SppwTM

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Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



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https://bit.ly/4ci3LvI Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals.

https://bit.ly/4gGhRZ8 Your financial goals are unique — your plan should be too. I can help you create a strategy focus...
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https://bit.ly/4gGhRZ8 Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future.

Scam artists have been known to impersonate loved ones, tricking older adults into providing personal information that c...
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Scam artists have been known to impersonate loved ones, tricking older adults into providing personal information that can convince them the call is legitimate. Never give sensitive information (like your social security number or credit card number) over the phone, especially if you can't verify the caller. Learn more about grandparent scams: https://bit.ly/3V2RZiR

Some scammers use social media or dating websites to start a relationship with the intended victim in order to ask the v...
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Some scammers use social media or dating websites to start a relationship with the intended victim in order to ask the victim to send money, usually in the form of gift cards, prepaid money cards or even cash so that it can't be traced. Learn more about romance scams: https://bit.ly/4qMYfr8

Address

200 US Highway 101 N
Crescent City, CA
95531

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 3pm

Telephone

+17074606642

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