Merrill Lynch, 302 N Canyon St, Carlsbad, NM 88220, US

Oakley Financial Advisors is a digital advisory firm based in Carlsbad, NM, offering a comprehensive range of financial services and technology solutions to individuals and corporate clients nationwide. With a focus on personalized service and support, their team of experienced advisers utilizes a distinctive technology platform to provide tailored solutions in areas such as financial planning, wealth management, corporate retirement, and insurance. Oakley Financial Advisors aims to empower clients with powerful tools and resources while maintaining a human touch in their approach. As a registered investment adviser, Oakley Financial Advisors combines the right technology with a human-centered approach to meet the unique needs and goals of their clients. With a suite of tools and services, including digital account management, asset management, portfolio accounting, and compliance solutions, they strive to provide a seamless and efficient experience. Their expertise in retirement planning, investment strategies, and risk management allows them to offer true solutions and personalized support to help clients navigate the complexities of the financial landscape.Generated from the website

Edward Jones - Financial Advisor: Paul H Trone

Edward Jones - Financial Advisor: Chris Jones

Edward Jones - Financial Advisor: Janis Trone, CRPC

Midwest Finance