Edward Jones-Financial Advisor: Vincent Alessi, AAMS, CRPC
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General Information
Locality: Carlsbad, California
Phone: +1 760-729-8300
Address: 5962 La Place Ct. ste # 160 92008 Carlsbad, CA, US
Website: www.edwardjones.com/Vincent-Alessi
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Wanting to have a conversation with me, but not sure how to get started? This quiz helps you figure out where to begin and delivers personal considerations to prepare you for a successful meeting.
We strive to build deep personal relationships with every one of our clients. It begins with understanding what is most important to our clients, then how, when and where they want to be served.
What makes a good financial strategy, or the best investment? Is it the one with the highest return potential or the lowest risk, or is it something more?
Test your strategy by answering these questions.
Reach out today to discover the actions if any you may want to take.
Today we celebrate America.
When you start to feel an emotional reaction to the market, reach out to me to review your goals.
Develop your strategy, understand risk and other guidelines to help you meet your goals.
For a review of last week's market and guidance for the week ahead, take a look at this report.
Thank you to all our hardworking nurses and doctors for the care and support they provide always, and most especially during these last few months.
To stay informed on current events, Tiki loves to read the Wall Street Journal with me every morning. After "pawing" through the WSJ Weekend Edition, she is seen here pondering global capital markets and the potential effect on her cookie and biscuit supply.
3 reasons why you might already be prepared to navigate this
A few days in Madrid, site seeing
While health care costs may be beyond your control, you can control how you prepare for them.
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