Contact Info
Edward Jones Investments
Ashwin Mudaliar
9290 W. Stockton Road
Suite 109
Elk Grove, CA 95758
Phone: (916) 896-0428
Fax: (888) 828-8164
Contact FormWebsite:
www.edwardjones.com
Hours of Operation
Monday-Friday 9:00 am-4:00 pm
Saturday- By appointment only
About Us
I partner with families and businesses to help reach their long-term financial goals and help them achieve a "work optional" lifestyle. As an Edward Jones financial advisor, I believe it is important to invest my time in understanding what you are working toward before you invest your money. 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. I have helped many individuals prepare for retirement , save for education for their little ones, and live in retirement. Ultimately, I help individuals comfortably retire and stay comfortably retired. My background is in hospitality and property management. I used the opportunity to take my knowledge of finance, human-kindess, and professional management to Edward Jones. Excellent client service and care is what drew me to a career here. The culture created for associates and the amount of personalized care that is given to each client, I believe, is unmatched in this industry. I know I'm in the right place and Edward Jones has given me all the necessary tools and support to make a difference in my client's lives.I believe this knowledge and level of professionalism is what makes me unique at Edward Jones. Our branch team welcomes the opportunity to meet with you and your partner to discuss your financial future. As someone who listens more than he speaks, I find that it is easy for many investors to talk to me and open up about their financial situation. I pride myself on being compassionate and doing what's right for each client. My investment philosophy - Tax-conscious - Long-term - Diversified - Tailored portfolio I love the to meet with individuals in my community. I look forward to meeting with you and having the opportunity to earn your trust.
