Edward Jones - Vidal Velez | Financial Advisor | Financial Services | Banking Services | Insurance Services | Retirement & Life Care Communities & Homes

Edward Jones - Vidal Velez | Financial Advisor

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Financial ServicesBanking ServicesInsurance ServicesRetirement & Life Care Communities & Homes

5909 Stanley Ave Suite D Carmichael CA 95608

(916) 978-0351

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Hours:

Monday - Friday
8:30am - 5:00pm
By Appointment Only

Complimentary Consultation |Call Me to Schedule

Driving Directions:

5909 Stanley Ave, Ste D
Carmichael, CA 95608

About Us

My focus areas are in retirement planning, tax-saving strategies, portfolio review, 401K options, retirement account consolidation, education savings, insurance and personalized financial planning.

Events

Financial Fitness - The Power of Budgeting

Budgeting, Finance, Budgeting 101

Friday May 17, 2024

Stocks: The Nuts and Bolts

Stocks: The Nuts and Bolts covers: As you consider your long-term financial goals, how do your stocks measure up?

Friday May 31, 2024

Focus on Fixed Income

Taking an interest in bonds may help provide income for your future. Owning investments that provide you with regular income can be a smart decision.

Friday Jun 14, 2024

The Four Pillars of the New Retirement

Attendees will gain knowledge about the four essential pillars (health, family, purpose and finances) that can impact quality of life in retirement.

Friday Jun 28, 2024

Rep/Contact Info

View Personal Bio

Vidal Velez, CRPC™

As we move forward, remembering to focus on what we can control and not stress about the things we can't.

While we can't control the markets or what's happening in the world, we can control our emotions and implement some key strategies to stay on track. Here are a few strategies to keep in mind:

Know your goals and your risk tolerance

Diversify your investments

Be mindful of your spending

If you're not sure where to start, don't worry - that's where I come in. Let's chat before you make any big moves. We can setup a complimentary consultation meeting to discuss the best strategies for you.

You can read my story here:
http://www.edwardjones.com/vidal-velez

Vidal Velez, CRPC™

Financial Advisor

Phone: (916) 978-0351

Send an Email

5909 Stanley Ave Suite D Carmichael CA 95608

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Edward Jones - Vidal Velez | Financial Advisor

Categories

About Us

Events

Financial Fitness - The Power of Budgeting

Stocks: The Nuts and Bolts

Focus on Fixed Income

The Four Pillars of the New Retirement

Rep/Contact Info

Vidal Velez, CRPC™ Financial Advisor

Vidal Velez, CRPC™

Financial Advisor