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Jacquelyn Wright

Phone 925-240-7257
Fax 888-775-5397

Mrs. Jacquelyn Wright
Edward Jones Investments
100 Cortona Way Ste 240
Brentwood, CA 94513

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Jacquelyn Wright

Edward Jones Investments
Chapter: Delta Business Connexions

Financial, Financial Advisor

My BusinessAs 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.

Ideal ReferralRecently changed jobs or retiring soon, recently retired

Top ProductRetirement planning

Top Problem SolvedRecovery from poor retirement planning advice

My Ideal Referral PartnerEstate Attorney, CPA, Accountant, Business owner