California Bank & Trust

For more than 60 years, California Bank & Trust has been helping generations of Californians —and California businesses — grow and prosper. We help lead them to brighter and financially sound futures. Today, we’re one of California’s most dynamic and admired banks, offering guidance, collaboration, and customized options simply not found at other banks. We hope to be given the opportunity to provide such service to you.

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Categories: Financial

Valley Center

29124 Valley Center Rd
Valley Center, CA 92082 US

760-749-1312 (Main)

Edward Jones

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you top-notch client service.

But we’re not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

Categories: Financial

Valley Center

28477 Lizard Rocks Rd
Valley Center, CA  92082 US

M-TH 8:30-4:30 F 8:30-4

Website

760-751-1011 (Office)