Edward Jones - Financial Advisor: Andrew S Paul, AAMS™ - Arroyo Grande, California

Edward Jones - Financial Advisor: Andrew S Paul, AAMS™

Andrew S Paul, un asesor financiero de Edward Jones, se encuentra ubicado en 310 S Halcyon Rd Ste 103, Arroyo Grande, CA 93420, en el corazón de la comunidad. Puede contactar por teléfono al 8054745923 o visitar su sitio web en edwardjones.com.

Especialidades

- Asesoramiento financiero
- Agente de valores
- Servicio de inversión
- Corredor de valores

Características y servicios

- Entrada y estacionamiento accesibles para sillas de ruedas
- Restaurante accesible para sillas de ruedas
- Servicio de baño accesible para sillas de ruedas

Opiniones y calificación

Aunque hay cuatro reseñas en Google My Business, la opinión general es muy positiva. Los clientes elogian la experiencia de trabajo de Andrew Paul y su asistente, Trinity, que han hecho que el proceso de manejo de problemas financieros y transición sea ágil y fácil. La atención al cliente es fundamental en esta empresa, y es evidente que los clientes valoran la confianza y el apoyo que ofrecen.

Recomendación

Para alguien buscando asesoramiento financiero confiable y personalizado, Andrew S Paul de Edward Jones es una excelente opción. Con su experiencia y conocimientos en asesoramiento financiero, es capaz de ayudar a los clientes a alcanzar sus objetivos financieros. Con su ubicación convenientemente localizada y su enfoque en la atención al cliente, es una excelente elección para cualquier persona que busque una solución financiera sólida y confiable. Es recomendable visitar su sitio web para obtener más información y programar una cita con Andrew S Paul.

👍 Reviews of Edward Jones - Financial Advisor: Andrew S Paul, AAMS™

Cale R.

5/5

My experience working with Andrew Paul at Edward Jones has been great. He is very knowledgeable and his assistant Trinity has been very helpful. He and Trinity have made dealing with some financial issues & transition seamless and easy for me over the past few years. They understood my concerns and surpassed my expectations.

Nancy H.

5/5

AAAMMAZING TEAM!! I can't say enough about the professionalism of this TEAM! Experienced, Knowledgeable, Trustworthy and Dedicated to his clients. Mr. Paul put in the Time and Effort to ensure we were successful once we decided to retire. We did in approximately 5 years what it takes most people a lifetime to do. He had additional suggestions that I wish I had taken earlier such as the Back Door Roth. I just can't express how happy I am with the end results in helping us reach our goals. We value and look forward to continuing our relationship with this Team during our retirement!!

Susan G.

1/5

The previous financial advisor was amazing, as was his admin, he moved to Santa Maria, look for him! The new guy is ok, the major issue is his admin, Trinity! She is very rude and impatient and has no compassion for other people.
We had to move out of the area for work and had a lot going on not just with new jobs but with finding housing and health issues. Trinity could not understand this and instead of working with us she dropped our account with out notice after 10 years at that location and almost 20 with EJ!! We were dumped with some guy inMissouri when we live is San Francisco! Not only that but she turned off our contributions to our accounts, again without notice.
I doubt they will be at this location long with her lack of business acumen.
If I could add negative stars I would.

matt O.

5/5

Andrew Paul is amazing, professional and very knowledgeable. I would highly recommend him and your financial advisor.