Edward Jones - Financial Advisor: Spencer M Birch, AAMS™ - San Marcos, California

Edward Jones - Financial Advisor: Spencer M Birch, AAMS™

Address: 1 Civic Center Dr Ste 264, San Marcos, CA 92069, United States.

Phone: 7604106355.

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
• Restroom
• Appointments recommended

Opinions

This company has 1 review on Google My Business with an average opinion of 5/5. Customers appreciate Spencer's thoughtful approach and his expertise in retirement planning.

About Spencer M Birch, AAMS™

Spencer M Birch is a certified financial advisor working with Edward Jones in San Marcos, California. He is dedicated to helping individuals achieve their financial goals through personalized financial planning and investment services. With his AAMS™ (Accredited Asset Management Specialist) designation, Spencer demonstrates his expertise in managing and growing clients' assets.

Spencer's specialties include financial consulting, finance brokering, investment services, and stock brokering. He is committed to providing a comfortable and accessible environment for his clients, offering wheelchair-accessible facilities and recommending appointments for a more personalized experience.

Why Choose Edward Jones - Financial Advisor: Spencer M Birch, AAMS™

If you are seeking a reliable and knowledgeable financial advisor, Spencer M Birch and his team at Edward Jones can be your trusted partner. Their dedication to personalized service and comprehensive financial planning sets them apart from other financial advisory firms in the area. With a strong focus on retirement planning, clients can expect tailored solutions to help them secure their financial future.

Final Recommendation

For individuals in need of a financial advisor, consider reaching out to Edward Jones - Financial Advisor: Spencer M Birch, AAMS™. You can visit their website or call their office to schedule an appointment and discuss your financial goals. With their expertise, personalized approach, and commitment to client satisfaction, they are well-positioned to help you achieve financial success.

👍 Reviews of Edward Jones - Financial Advisor: Spencer M Birch, AAMS™

Paul C.

5/5

If you are in need of a financial advisor, give Spencer a call at Edward Jones. He will listen to and help establish your goals. He is extremely thoughtful and knowledgeable in retirement planning.