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Edward Jones - Financial Advisor: Shad Roundy
Tracy, San Joaquin

Financing specialist
 : 
Edward Jones - Financial Advisor: Shad Roundy

Tracy, San Joaquin

Prices

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About Edward Jones - Financial Advisor: Shad Roundy
Professional experience
6. Title: Edward Jones - Financial Advisor: Shad Roundy Description: Seeking expert financial guidance in Tracy, CA? Look no further than Shad Roundy, your trusted Edward Jones Financial Advisor. With a wealth of experience and a commitment to client success, Shad is ready to assist individuals and businesses in achieving their financial goals. Leading with a client-centric approach, Shad Roundy provides comprehensive financial planning services tailored to each client's unique needs. Specializing in retirement accounts such as 401ks & IRAs, as well as investments in stocks, bonds, CDs, mutual funds, and ETFs, Shad offers personalized strategies to help clients maximize their wealth and secure their financial future. As a Merrill Lynch Advisor, Shad Roundy understands the importance of a well-rounded financial plan. With a focus on retirement planning, he offers complimentary retirement plan assessments, providing valuable insights and guidance to help clients navigate the complexities of retirement savings and ensure a comfortable post-work life. With his office conveniently located in Tracy, CA, near the post office on B St, Shad Roundy is easily accessible to the local community. Whether you're an individual looking to save for retirement or a business seeking investment opportunities, Shad is dedicated to providing top-notch financial advice and assisting you every step of the way. Don't take our word for it – read the glowing customer reviews of Edward Jones - Financial Advisor: Shad Roundy. With a proven track record of client satisfaction and success, Shad Roundy has earned a reputation as one of the best financial advisors in Tracy, CA. Take control of your financial future and schedule a consultation with Shad Roundy today. Discover the peace of mind and financial security that comes with expert guidance from a trusted Edward Jones Financial Advisor.

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Location

Tracy, San Joaquin (95376)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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