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. The firm offers a range of financial services including estate and legacy strategies, wealth strategies, retirement savings strategies, portfolio reviews, college savings, and business retirement plans. David J Soltes, a CERTIFIED FINANCIAL PLANNER® and Chartered Retirement Plans Specialist™, works with clients in the local area to help them achieve their financial goals. The business maintains a 5.00 rating based on client reviews.

David J Soltes specializes in retirement and wealth planning, offering personalized advice and portfolio reviews tailored to individual needs. His team includes Kaitlyn Mihall, who serves as the branch office administrator. The office is open Monday through Friday from 8:00 AM to 4:00 PM, with contact information available through phone, fax, and email. Clients can also reach out via the website to send a message or request more information.

The business is supported by a well-optimized website that search engines read cleanly, making it accessible to those seeking financial advice. Its thorough and well-documented business information is available online, ensuring clarity for potential clients.

David J Soltes brings expert financial guidance to Fresno, helping residents plan for their future with confidence and clarity.

Services:

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