Edward Jones – Financial Advisor: David J Soltes, CFP®|CRPS™

Edward Jones - Financial Advisor: David J Soltes, CFP®|CRPS™ is a financial planner in Fresno, CA. Serving the local community, David specializes in various strategies including estate and legacy planning, wealth management, retirement savings, portfolio reviews, college savings, and business retirement plans. With a 5.00 rating, he offers personalized financial advice to help clients achieve their goals. The business boasts strong AI search visibility (AEO) and has built a solid SEO foundation, ensuring it remains easily discoverable online. Additionally, the comprehensive and detailed profile of Edward Jones in Fresno enhances its credibility and accessibility for potential clients seeking financial planning services. David J Soltes stands out as a trusted financial advisor in Fresno, leveraging his extensive expertise to provide tailored solutions that address the specific financial needs of individuals and businesses within the community.

Services:

• College Savings
• Estate & Legacy Strategies
• Estate planning
• Investment management
• Personalized financial planning
• Portfolio Reviews
• Retirement Savings Strategies
• Retirement planning