Edward Jones - Financial Advisor: Amber F Lynn, CFP®|CRPC™ - Woodbridge, California

Edward Jones - Amber F Lynn, CFP®|CRPC™: A Comprehensive Overview

For individuals and families seeking comprehensive and personalized financial planning solutions, Edward Jones – represented by Amber F Lynn, CFP®|CRPC™ – offers a trusted and established approach to wealth management. Located at 18929 N Lower Sacramento Rd, Woodbridge, CA 95258, United States, Amber Lynn provides dedicated service and expertise to clients in the Woodbridge area and beyond. This detailed overview will delve into the firm's offerings, Amber Lynn’s qualifications, contact information, and client feedback, providing prospective clients with the information needed to make an informed decision.

About Edward Jones and Amber F Lynn

Edward Jones is a nationally recognized, full-service financial services firm. Unlike many brokerage firms that focus on trading, Edward Jones emphasizes building long-term relationships with clients. The firm’s philosophy centers around providing unbiased advice and tailored solutions, prioritizing the client’s goals and needs above all else. Amber F Lynn, a Certified Financial Planner™ (CFP®) and Certified Retirement Planning Counselor™ (CRPC™), embodies this philosophy. She is a dedicated financial consultant committed to guiding clients through every stage of their financial journey.

Amber F Lynn’s Specialties

Amber Lynn specializes in a wide range of financial services, including:

• Investment Services: She assists clients in building and managing diversified investment portfolios designed to meet their specific risk tolerance and financial objectives.
• Stock Brokerage: Amber Lynn provides access to a broad selection of stocks and other investment securities.
• Financial Consultant: A cornerstone of her service is a thorough understanding of each client’s financial situation, encompassing retirement planning, estate planning, education funding, and more.
• Finance Broker: She works with clients to connect them with suitable insurance products and other financial solutions.
• Retirement Planning: Amber Lynn helps clients develop strategies to achieve a secure and comfortable retirement.

Her CFP® and CRPC™ designations demonstrate her commitment to professional standards and her in-depth knowledge of financial planning principles.

Location and Contact Information

Clients can easily reach Amber Lynn and the Edward Jones team:

Address: 18929 N Lower Sacramento Rd, Woodbridge, CA 95258, United States

Phone: 2094271356

Website: edwardjones.com

Points of Interest & Accessibility

Edward Jones is committed to providing an accessible and comfortable experience for all clients. The Woodbridge office offers the following amenities:

• Wheelchair-accessible car park
• Toilet facilities
• Appointment required
• Appointments recommended for personalized service

Client Feedback and Reputation

Edward Jones consistently receives positive feedback from its clients. Currently, the company has 2 reviews on Google My Business, all with an average rating of 5/5. These reviews highlight the firm’s commitment to client service, personalized attention, and knowledgeable advisors. Clients frequently praise Amber Lynn’s responsiveness, her ability to explain complex financial concepts clearly, and her dedication to helping them achieve their financial goals. The high ratings are a testament to the firm's ethical practices and its focus on building long-term relationships.

Key takeaway: The overwhelmingly positive client feedback suggests that Amber F Lynn and the Edward Jones team provide a superior financial advisory experience.

Recommended Information for Prospective Clients

When considering Edward Jones and Amber F Lynn, prospective clients should:

• Schedule an appointment to discuss their financial goals and needs.
• Prepare a list of their current assets, liabilities, and income sources.
• Bring any relevant financial documents, such as tax returns and investment statements.
• Take advantage of Amber Lynn's expertise in retirement planning, estate planning, and investment management.

Edward Jones’ strength lies in its commitment to providing personalized service and unbiased advice. Amber Lynn’s qualifications and experience, combined with the firm’s established reputation, make it a valuable resource for anyone seeking to achieve their financial aspirations.

👍 Reviews of Edward Jones - Financial Advisor: Amber F Lynn, CFP®|CRPC™

Dane T.

5/5

"I cannot recommend Amber highly enough. She has been an absolute game-changer for my financial well-being. From our initial consultation, I felt heard and understood. She took the time to thoroughly assess my financial situation and goals, and created a personalized plan that has exceeded my expectations. Her expertise, combined with genuine care and attention to detail, has given me a level of financial confidence I never thought possible. If you're looking for a financial advisor who is knowledgeable, trustworthy, and truly invested in your success, look no further than Amber at Edward Jones.

Trevor M.

5/5

I called the Edwards Jones and Patty who is the senior assistance of a financial adviser, took the time to answer my questions about investments and was really helpful. Thank you Patty.