Edward Jones - Financial Advisor: Colin P Smith, CFP®|CPWA® - San Clemente, California
Address: 905 Calle Amanecer Suite 260, San Clemente, CA 92673.
Phone: 9493616970.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Edward Jones - Financial Advisor: Colin P Smith, CFP®|CPWA®
⏰ Open Hours of Edward Jones - Financial Advisor: Colin P Smith, CFP®|CPWA®
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
- Sunday: Closed
Certainly Below is a detailed introduction to Edward Jones - Financial Advisor: Colin P Smith, CFP®|CPWA®, located at 905 Calle Amanecer Suite 260, San Clemente, CA 92673, offering a range of valuable financial services.
Colin P Smith, a highly respected Financial Advisor, holds prestigious certifications as a Certified Financial Planner (CFP®) and Certified Professional Wealth Advisor (CPWA®). His expertise spans across various financial domains including Financial Consulting, Finance Brokerage, Investment Services, and Stock Broking. Given the specialized nature of these services, Mr. Smith positions himself as a comprehensive financial solutions provider.
For those seeking his expertise, the contact details are conveniently provided. His office can be reached at 9493616970 or visited online at edwardjones.com. Noting that the office boasts accessibility features like wheelchair accessible parking lot, wheelchair accessible restroom, and restroom, it's clear that Mr. Smith's office prioritizes inclusivity.
It's also worth mentioning that while the office is equipped with amenities for convenience, it's recommended to schedule appointments beforehand to ensure a smooth consultation process. This practice not only helps manage time efficiently but also allows for a more focused discussion tailored to the client's needs.
Despite the wealth of services offered, the average opinion on Google My Business is currently at
, with no reviews yet. This indicates a potential gap in customer feedback, suggesting that prospective clients might want to reach out directly to gather more insights or form their own opinions.
For individuals considering financial guidance, Colin P Smith offers a promising avenue for achieving financial goals. His professional credentials and the accessibility of his office make him a strong contender in the field of financial advising. However, given the lack of reviews, it might be beneficial for potential clients to inquire directly about his approach, methodologies, and client satisfaction to make an informed decision.