Edward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|AAMS™ - Concord, California

Address: 2485 Salvio St, Concord, CA 94520, United States.
Phone: 9257984946.
Website: edwardjones.com.
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilets, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.

Location of Edward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|AAMS™

Edward Jones, located at Address: 2485 Salvio St, Concord, CA 94520, United States, is a well-known financial advisory firm with a reputation for providing top-notch financial consulting services. The firm's financial advisor, Umberto Leone, CFP®|CAP®|AAMS™, is an experienced professional with a proven track record of success in the financial industry. With a focus on delivering personalized service, Edward Jones and Umberto Leone are dedicated to helping individuals, families, and businesses achieve their financial goals.

The firm specializes in financial consulting, finance brokerage, investment services, and stock brokerage. With a comprehensive approach to financial planning, Edward Jones and Umberto Leone offer a wide range of services, including retirement planning, estate planning, education savings, and investment management. Whether you're just starting out or nearing retirement, the team at Edward Jones has the expertise and resources to help you make informed decisions about your financial future.

One of the key features of Edward Jones is their commitment to accessibility. The firm's location is wheelchair-accessible, with designated parking and toilet facilities available. This commitment to accessibility extends to their appointment scheduling, with appointments recommended to ensure that each client receives the attention and service they deserve.

In terms of reputation, Edward Jones and Umberto Leone have received high praise from their clients. With 2 reviews on Google My Business and an average opinion of 5/5, the firm is highly regarded for its professionalism, expertise, and personalized service.

If you're looking for a financial advisor you can trust, Edward Jones and Umberto Leone are an excellent choice. With a focus on building long-term relationships with their clients, the team at Edward Jones is dedicated to helping you achieve your financial goals.

To learn more about Edward Jones and Umberto Leone, visit their Website: edwardjones.com or give them a call at Phone: 9257984946. Don't wait to take control of your financial future - contact Edward Jones and Umberto Leone today

Reviews of Edward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|AAMS™

Edward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|AAMS™ - Concord, California
Joppe Aguirre
5/5

Umberto does a great job! He calls every few months to make sure I'm taken care of and address any concerns or needs. Definitely recommend working with this place.

Edward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|AAMS™ - Concord, California
philphil
5/5

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