Financial ServicesFinancial AdvisorFinancial consultantFinancial Planner
ED Financial Services
- Address
- 4145 Clares Street Suite H, Capitola, California, 95010
- Phone
- (831) 421-9361
- Website
- edonnellyfinancial.com/
About ED Financial Services
ED Financial Services is a trusted financial planning and advising firm serving Capitola, CA, offering comprehensive wealth management solutions tailored to individual needs. As experienced financial planners, they specialize in helping clients achieve their financial goals through personalized strategies and expert guidance. Their extensive investment services include portfolio management, asset allocation and rebalancing, and risk tolerance assessment to optimize returns while managing exposure. ED Financial Services provides thorough retirement planning with detailed projections, covering IRAs, Roth IRAs, 401(k), 403(b), 457 plans, SEPs, pensions, STRS, PERS, and Social Security optimization.
Business Hours
| Sunday | Closed |
|---|---|
| Monday | 09:00am – 05:00pm |
| Tuesday | 09:00am – 05:00pm |
| Wednesday | 09:00am – 05:00pm |
| Thursday | 09:00am – 05:00pm |
| Friday | 09:00am – 12:00pm |
| Saturday | Closed |