Edward Jones - Financial Advisor: Elise Elliott - Grover Beach, California

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Introduction to Elise Elliott – Your Trusted Financial Partner

For individuals and families seeking comprehensive and personalized financial guidance, Edward Jones presents Elise Elliott, a dedicated and experienced financial advisor. Ms. Elliott operates out of the Grover Beach, California office, situated at 170 W Grand Ave Suite 103, Grover Beach, CA 93433. Her commitment lies in building long-term relationships with clients, understanding their unique circumstances, and tailoring solutions to help them achieve their financial goals. You can easily reach her at Phone: 8054731304, or visit her profile on the Edward Jones website: Website: edwardjones.com.

Expertise and Services Offered

Elise Elliott’s expertise encompasses a broad range of financial services, designed to address diverse client needs. As a Financial Consultant, she possesses a deep understanding of financial planning principles. She functions as a Finance Broker, assisting clients in navigating complex financial arrangements. Her core offerings include Investment Services – managing portfolios designed to align with individual risk tolerance and objectives – and Stock Broker services, providing access to a wide selection of investment options. She is adept at creating strategies for retirement planning, education savings, estate planning, and wealth preservation. Her approach emphasizes a holistic view of a client’s financial situation, considering all aspects from budgeting and debt management to long-term investment strategies.

Accessibility and Amenities

Recognizing the importance of accessibility, the Grover Beach office is designed to accommodate clients with mobility challenges. The facility boasts a Wheelchair accessible entrance, Wheelchair accessible parking lot, and a Wheelchair accessible restroom. Beyond these physical considerations, appointments are strongly recommended to ensure Ms. Elliott can dedicate her full attention to each client’s specific needs. Standard amenities such as a comfortable reception area and private meeting rooms further contribute to a professional and welcoming environment.

Client Experience & Reputation

Initial indications suggest a consistently positive client experience. Edward Jones, as a whole, maintains a strong reputation for client service and stability. The company currently holds 1 reviews on Google My Business, and the average opinion reflects a remarkably high level of satisfaction – a consistent 5/5. This positive feedback indicates a commitment to attentive service, personalized attention, and a genuine desire to understand and support client goals. It appears that clients feel valued and prioritized, experiencing a level of care often associated with a dedicated, one-on-one approach.

Recommended Contact & Further Information

To learn more about how Elise Elliott can assist you in achieving your financial aspirations, we strongly recommend visiting her profile on the Edward Jones website: edwardjones.com. You can schedule an appointment directly through the website or by contacting her office at 805-473-1304. We believe that her dedication to personalized service and her comprehensive financial expertise make her an excellent resource for anyone seeking a trustworthy and knowledgeable financial advisor.

👍 Reviews of Edward Jones - Financial Advisor: Elise Elliott

Pismo J.

5/5

Elise Elliott has been the most attentive advisor hands down. She has always made herself available and her assistant is top notch. She is always fully aware of your situation, your goals and your investments. She makes you feel as if you are her only client. She is a wonderful person and a true professional in every sense.