Edward Jones - Financial Advisor: Allen Cordy, CFP®|ChFC®|RICP®|AAMS™ - Palo Cedro, California
Address: 9444 Deschutes Rd, Palo Cedro, CA 96073, United States.
Phone: 5305474242.
Website: edwardjones.com.
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
Location of Edward Jones - Financial Advisor: Allen Cordy, CFP®|ChFC®|RICP®|AAMS™
Edward Jones, a financial advisory firm, is a reputable choice for individuals seeking financial consultation and investment services. Led by Allen Cordy, a certified and experienced financial advisor, the Palo Cedro, California branch offers personalized financial solutions tailored to clients' unique needs.
Cordy holds several prestigious designations, including CFP® (CERTIFIED FINANCIAL PLANNER™), ChFC® (Chartered Financial Consultant®), RICP® (Retirement Income Certified Professional®), and AAMS™ (Accredited Asset Management Specialist™). These certifications demonstrate his expertise and commitment to providing top-notch financial advice.
The Palo Cedro branch, located at 9444 Deschutes Rd, is easily accessible with convenient features such as a wheelchair-accessible car park, entrance, and toilet. Appointments are recommended to ensure that clients receive undivided attention and personalized service.
Edward Jones specializes in financial consulting, finance brokerage, investment services, and stock brokerage. Their comprehensive range of services includes retirement planning, insurance, education savings, and long-term investment strategies. The firm prides itself on building long-lasting relationships with clients, guiding them through every stage of their financial journey.
With a 5/5 average rating based on one Google My Business review, Edward Jones stands out as a trusted and highly-rated financial advisory firm. This exceptional score reflects the company's dedication to client satisfaction and success.
When seeking financial guidance, it's crucial to work with a knowledgeable and experienced advisor. Allen Cordy and the Edward Jones team provide the expertise, resources, and personalized attention necessary to help clients achieve their financial goals.
Reviews of Edward Jones - Financial Advisor: Allen Cordy, CFP®|ChFC®|RICP®|AAMS™
