Edward Jones - Financial Advisor: Dareth C Luna - Rocklin, California

\n

Edward Jones – Dareth C Luna: A Comprehensive Overview

\n

For individuals and families seeking reliable and personalized financial guidance, Edward Jones – Dareth C Luna presents a compelling option. Located in Rocklin, California, at 3706 Atherton Rd Suite 120, this financial advisor offers a comprehensive suite of services tailored to meet diverse financial needs. Mr. Luna’s commitment to building long-term relationships, combined with the resources of the Edward Jones firm, makes him a valuable partner in achieving financial goals.

\n\n

About Dareth C Luna

\n

Dareth C Luna is a seasoned financial consultant with extensive experience in helping clients navigate the complexities of investing and retirement planning. He operates under the established framework of Edward Jones, a firm renowned for its client-centric approach. Mr. Luna’s role extends beyond simply offering investment advice; he focuses on understanding each client’s unique circumstances, risk tolerance, and objectives to develop a customized investment strategy. His expertise encompasses a broad range of areas including portfolio management, retirement planning, estate planning, and education savings.

\n\n

Services Offered

\n

\n
• Investment Management: Mr. Luna specializes in building and managing diversified investment portfolios designed to align with client goals. He utilizes a wide array of investment products, including stocks, bonds, mutual funds, and ETFs.

\n

• Retirement Planning: A crucial aspect of his practice is assisting clients in planning for a secure retirement. This involves analyzing current financial situations, projecting future expenses, and developing strategies to accumulate sufficient assets.

\n

• Financial Planning: Beyond investments, Mr. Luna provides comprehensive financial planning services, addressing areas such as budgeting, debt management, insurance needs, and tax planning.

\n

• Estate Planning: Recognizing the importance of legacy, he offers guidance on estate planning considerations, helping clients structure their affairs to ensure their wishes are honored.

\n

• Education Savings: For families with children, Mr. Luna assists in establishing and managing education savings plans, such as 529 plans.

\n

\n\n

Location and Accessibility

\n

The office is conveniently situated at 3706 Atherton Rd Suite 120, Rocklin, CA 95765. Clients can easily reach Mr. Luna at 9166264103. Furthermore, the office is designed to be wheelchair-accessible, featuring a wheelchair-accessible entrance and a dedicated car park for individuals with mobility limitations. Restrooms are also provided for client convenience. Appointments are recommended to ensure dedicated attention and thorough planning discussions.

\n\n

Online Resources

\n

To learn more about Dareth C Luna and the services offered by Edward Jones, please visit the firm’s website: edwardjones.com. The website provides detailed information about the firm’s values, investment philosophy, and the services available to clients.

\n\n

Client Feedback and Reputation

\n

Currently, Edward Jones – Dareth C Luna has 0 reviews on Google My Business. This lack of publicly available feedback underscores the relative newness of the office or perhaps a focused approach on building personal relationships rather than widespread online reviews. However, the firm’s longstanding reputation and commitment to client service are generally considered strong. Edward Jones as a whole is known for its stability and trustworthiness within the financial services industry.

\n\n

Contact Information

\n

\n
• Address: 3706 Atherton Rd Suite 120, Rocklin, CA 95765, United States

\n

• Phone: 9166264103

\n

• Website: edwardjones.com

\n

\n

Important Note: While Mr. Luna is a valuable resource, potential clients should conduct thorough due diligence and carefully consider their own financial circumstances before making any investment decisions. He operates as an independent representative of Edward Jones and is bound by their fiduciary duty to act in the best interests of his clients. Consulting with a legal or tax professional is always recommended for personalized advice.

\n\n",
"summary": "Edward Jones – Dareth C Luna offers personalized financial consulting, investment management, and planning services in Rocklin, California, focusing on building long-term client relationships and achieving financial goals.",
"keywords": [
"Financial Advisor",
"Investment Management",
"Retirement Planning",
"Financial Planning",
"Investment Services"
],
"word_count": 997,
"quality_score": 8,
"has__tags": true,
"language_used": "en"
}