Edward Jones - Financial Advisor: Josh Sun, CFP®|CEPA® - Chino Hills, California

Introducing Edward Jones - Financial Advisor: Josh Sun, CFP®|CEPA®

For those seeking expert guidance in navigating the complex world of personal finance, Josh Sun, a distinguished financial advisor affiliated with Edward Jones, stands out as an invaluable resource. Located at 14748 Pipeline Ave F, Chino Hills, CA 91709, Josh Sun offers personalized financial consulting services tailored to meet individual needs. To reach out to him, you can call 909-597-9619 or visit his professional online presence at edwardjones.com for more detailed information.

Key Features and Services

- Specialties: Josh Sun excels as a financial consultant, finance broker, and investment service provider. His expertise in stock broking ensures that clients are equipped with the knowledge and tools necessary for sound investment decisions.

- Accessibility: The office prides itself on being wheelchair accessible, demonstrating its commitment to inclusivity. Facilities include an accessible entrance, parking lot, and restrooms, ensuring a comfortable visit for everyone.

- Appointments Recommended: While consultations are encouraged, it's advisable to book an appointment to ensure a personalized attention experience.

Client Opinions and Experience

Clients commend Josh Sun for his approachable demeanor and comprehensive education on financial planning. One notable review highlights how Josh simplified the financial advisory process, making it less intimidating and more informative. His "no pressure" technique is particularly appreciated, allowing clients to feel valued rather than pressured into decisions. This approach has left many clients feeling organized and confident about their financial future.

Why Choose Josh Sun

- Expert Guidance: With credentials such as CFP® and CEPA®, Josh Sun ensures that his advice is backed by rigorous standards in financial planning and education.

- Positive Reviews: With just two reviews on Google My Business, the average opinion stands at a remarkable 5/5, indicating exceptional client satisfaction.

For anyone considering a step towards better financial management, Josh Sun offers a beacon of expertise and reassurance. His commitment to education and his relaxed, effective approach to financial advising make him a standout choice in the financial advisory field.

Recommandation

If you're looking to take control of your financial future and would benefit from expert guidance, we highly recommend reaching out to Josh Sun through Edward Jones. Visit their website at edwardjones.com to schedule a consultation. Don't miss this opportunity to transform your financial outlook with the support of a dedicated professional. Remember, the journey to financial well-being starts with a single step, and Josh Sun can guide you every step of the way.

👍 Reviews of Edward Jones - Financial Advisor: Josh Sun, CFP®|CEPA®

Holly R.

5/5

My husband and I had never met with a financial advisor before. Josh Sun made the process easy, simplified his recommendations for us and educated us on why it is so important to plan not only for retirement but life along the way. We appreciated Josh's "no pressure" approach (we hate feeling like we are being sold something) and feel organized and confident that we are on the right path. Do not hesitate to meet with Josh Sun!

Peter R. J.

5/5

Don’t hesitate to consult with Josh Sun. I would highly recommend him. He is not ‘salesy’ and has an expertise and appreciation for finances. He puts things into perspective and wants what is best for your future. It’s an honor to send my clients his way.