Edward Jones - Financial Advisor: Puja Markus, CFP®|ChFC®|AAMS™ - Walnut Creek, California

Address: 3021 Citrus Cir Ste 275, Walnut Creek, CA 94598, United States.
Phone: 9259351149.
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 3 reviews on Google My Business.
Average opinion: 5/5.

Location of Edward Jones - Financial Advisor: Puja Markus, CFP®|ChFC®|AAMS™

9259351149

Edward Jones - Financial Advisor: Puja Markus, CFP®|ChFC®|AAMS™ is a reputable financial consultant located at Address: 3021 Citrus Cir Ste 2

Reviews of Edward Jones - Financial Advisor: Puja Markus, CFP®|ChFC®|AAMS™

Edward Jones - Financial Advisor: Puja Markus, CFP®|ChFC®|AAMS™ - Walnut Creek, California

Katharina Dress

5/5

Are you a woman facing a challenging life transition that may affect your financial situation moving forward? If that is you, Puja Markus, Financial Advisor with Edward Jones, offers the perfect service for you. Puja not only has extensive knowledge about financial and retirement planning and the ability to share it in language that a lay person can understand. She also has experienced plenty of transitions in her own life, so she can relate to what you’re going through. Puja treats her clients as if they were family or friends and supports them while making decisions and taking the actions steps needed to implement them. 5 stars!

Shinichi Curatolo

5/5

I had a very informative and detailed presentation from Puja Markus at this Edward Jones office. She answered all my questions about what I should do/plan for retirement and gave me tons of insight and information for me to act on. Puja was very professional and patient with my tons of questions . I will be opening my first retirement account here at Edward Jones. Highly Recommended!!!

Eric Downey

5/5

Awesome strategic and creative ideas on building wealth. Breaks down complex concepts into easy to digest plans to implement.