Edward Jones - Financial Advisor: David G Lee

Edward Jones - Financial Advisor: David G Lee Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.

I am a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 12,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized st

rategies to help you reach them. My branch office administrator, Kim Foulk, and I work together as a team to give you the personal service you deserve, when it comes to planning for your financial future. Please call or stop by my office or visit www.edwardjones.com for more information.
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Many Americans view retirement as a time to improve their health – in mind, body and spirit. 93% of retirees agree that ...
08/07/2020

Many Americans view retirement as a time to improve their health – in mind, body and spirit. 93% of retirees agree that “it’s never too late to improve your health.”

Learn more about The Four Pillars of New Retirement.

Learn how we’ve invested in integrated technology to benefit our financial advisors - and their clients.
11/19/2019

Learn how we’ve invested in integrated technology to benefit our financial advisors - and their clients.

Learn how we’ve invested in integrated technology to benefit our financial advisors - and their clients..

Learn how romance and lottery scams work, and how you can help protect yourself.
08/21/2019

Learn how romance and lottery scams work, and how you can help protect yourself.

No one wants to become the victim of a theft. But scammers are out there, looking for their next victims. Learn how you can recognize and avoid these scams.

You've worked hard to protect what's important to you. Consider the following as part of your financial strategy.
06/12/2019

You've worked hard to protect what's important to you. Consider the following as part of your financial strategy.

Certain risks will always need to be addressed, but some risks may change depending on your life stage and current goals.

Here are some tax considerations for you and the recipient.
06/04/2019

Here are some tax considerations for you and the recipient.

I can partner with your tax advisor and attorney to discuss what makes sense for your situation.

Frequent predictions that the economy is sliding into recession may be making you wonder if one is around the corner.
05/01/2019

Frequent predictions that the economy is sliding into recession may be making you wonder if one is around the corner.

Fortunately, an upswing in recession predictions doesn’t produce an actual recession.

We honor our veterans and thank you for your service and courage.
11/08/2018

We honor our veterans and thank you for your service and courage.

We celebrate our veterans.

Protect your personal information with these tips.
12/15/2017

Protect your personal information with these tips.

Don't be one of the millions of Americans impacted by identity theft.

The Alzheimer's Association Walk to End Alzheimer's® is coming to your community.
08/23/2017

The Alzheimer's Association Walk to End Alzheimer's® is coming to your community.

At Edward Jones, we're proud to serve as National Presenting Sponsor for the Alzheimer's Association Walk to End Alzheimer's®.

4 ways to keep a grip on your summer spending
06/12/2017

4 ways to keep a grip on your summer spending

How do you balance saving and spending throughout the season?

Address

Sacramento, CA

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 6pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 6pm
Friday 8:30am - 5pm

Telephone

+19167229579

Website

Alerts

Be the first to know and let us send you an email when Edward Jones - Financial Advisor: David G Lee posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Edward Jones - Financial Advisor: David G Lee:

Shortcuts

Share

Category