NORM CAUNTAY
| Name | NORM CAUNTAY |
|---|---|
| Address | 3780 Kilroy Airport Way, Suite 810, Long Beach, CA 90806 |
| Phone | +1-562-988-8542 |
| Email ID | |
| Speciality | EDWARD JONES - Business Retirement Planning, Divorce Finances, Estate and Legacy Strategies, 401K, 403B, 457S, Simple IRAs and Employee Stock Ownership Plans, Special Needs Financial Considerations & Employee Stock Options |
| About | Norm Cauntay is the financial planner of Edward Jones. The firm focuses on defined benefit plans and helps with succession planning. They set a standard for a high level of service for their clients and collaborate with their CPAs, attorneys, and other professionals. Edward Jones financial advisors use a personal, straightforward, and long-term approach to investing, focusing first on understanding your unique goals and developing diversified investment strategies designed to help you reach your goals. They offer methods for their families, including planning for retirement, saving for college, creating income throughout retirement, and creating a legacy for future generations. They help individual investors and business owners organize, build, protect, and transfer wealth. |
| Website | |
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