Edward Jones - Financial Advisor: David A Gaddis, CFP®|CEPA®|AAMS™ - Pismo Beach, California

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Edward Jones Financial Advisor: David A Gaddis – A Trusted Resource

For individuals and families seeking comprehensive and personalized financial planning guidance, Edward Jones presents a dependable option. David A Gaddis, CFP®|CEPA®|AAMS™, is a dedicated financial advisor located in Pismo Beach, California, offering a wealth of expertise and a commitment to building long-term relationships with his clients. He operates as part of the established Edward Jones network, a firm renowned for its conservative, client-focused approach to wealth management.

Location & Contact Information: Mr. Gaddis’s office is situated at 760 Mattie Rd Ste A2, Pismo Beach, CA 93449, United States. Clients can easily reach him by phone at 805-773-6580. You can also access further information and resources through his dedicated website: edwardjones.com.

Specialties & Services Offered

David Gaddis specializes in providing a range of essential financial services, including:

• Financial Consulting: He helps clients define their financial goals and develop strategies to achieve them.
• Finance Brokerage: Mr. Gaddis assists with investment account management and trading activities.
• Investment Services: He offers a diverse selection of investment products, including stocks, bonds, mutual funds, and annuities.
• Stock Brokerage: He provides expertise in selecting and executing trades in the stock market.

Edward Jones distinguishes itself through its commitment to a holistic approach to wealth management. Mr. Gaddis takes the time to understand each client’s unique circumstances, risk tolerance, and objectives. This personalized attention is a cornerstone of the Edward Jones philosophy.

Accessibility & Amenities

Mr. Gaddis’s office is designed to be accessible, featuring a wheelchair-accessible car park, wheelchair-accessible entrance, and a wheelchair-accessible toilet. Additionally, clients are encouraged to schedule appointments in advance to ensure availability and dedicated attention. Restrooms and general facilities are also available.

Client Feedback & Current Status

Currently, Edward Jones – David A Gaddis, CFP®|CEPA®|AAMS™ has 0 reviews on Google My Business. The average opinion is 0/5. This suggests a new or developing presence for Mr. Gaddis within the online review landscape. However, the firm’s longstanding reputation speaks to a history of dedicated service.

Recommendation

For those seeking a reliable and experienced financial advisor who prioritizes client relationships and a conservative investment approach, David A Gaddis at Edward Jones is a strong candidate. We recommend exploring his website at edwardjones.com to schedule a consultation and discuss your individual financial needs. His commitment to personalized service and comprehensive financial planning makes him a valuable resource for building a secure financial future.