Edward Jones - Financial Advisor: David J Soltes, CRPS™ - Clovis, California

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Introduction to David J. Soltes, CRPS™

For individuals and families seeking sound financial guidance and personalized investment strategies, Edward Jones presents a reliable and experienced partner in David J. Soltes, CRPS™. Mr. Soltes operates as a dedicated Financial Advisor at the Clovis, California branch, committed to helping clients achieve their long-term financial goals. He’s a Certified Retirement Planning Specialist™ (CRPS™), signifying a deep understanding of retirement planning principles and a dedication to providing expert advice in this crucial area.

Location and Contact Information

David Soltes’ office is strategically located at 2151 Herndon Ave Ste #101, Clovis, CA 93611, United States. Clients can easily reach him by phone at 5594921345. His website, edwardjones.com, offers convenient access to resources, account information, and the ability to schedule an appointment.

Specialties and Services Offered

Mr. Soltes’ expertise encompasses a broad range of financial services. He functions as a skilled Financial Consultant, assisting clients with comprehensive planning that extends beyond simple investment management. His services include:

• Investment Services: Mr. Soltes helps clients build and manage diversified portfolios tailored to their risk tolerance and financial objectives.
• Finance Brokerage: He provides access to a wide selection of investment options, including stocks, bonds, and mutual funds.
• Retirement Planning: A significant focus is placed on strategies to ensure a secure and comfortable retirement.
• Estate Planning Support: He collaborates with legal professionals to address estate planning considerations.

Accessibility and Amenities

Edward Jones is committed to providing accessible services. The Clovis office is equipped with a wheelchair-accessible car park and wheelchair-accessible entrance. Furthermore, a wheelchair-accessible toilet is available for client convenience. Appointments are highly recommended to ensure dedicated attention and personalized service. The firm also offers facilities like toilet for client comfort.

Client Feedback and Reputation

Edward Jones consistently receives positive feedback regarding its professionalism and client-focused approach. The company currently holds 1 review on Google My Business, with an outstanding average opinion of 5/5. Anecdotal evidence suggests a strong sense of trust and reliability, with many clients reporting long-standing relationships spanning several years. It's clear that clients value the consistent, personalized attention they receive.

Recommendation

For those seeking a trustworthy and knowledgeable Financial Advisor who prioritizes building long-term relationships, David J. Soltes at Edward Jones presents a compelling option. His commitment to comprehensive financial planning, combined with his accessibility and client-centric approach, makes him an ideal partner for navigating the complexities of personal finance. We strongly encourage prospective clients to visit his website at edwardjones.com to schedule an appointment and discuss your specific financial needs.

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👍 Reviews of Edward Jones - Financial Advisor: David J Soltes, CRPS™

Jessie B.

5/5

David is very professional, I have been a client with him since 2019, a lot of my friends/coworkers work with him now as well.