Edward Jones - Financial Advisor: Michael J Holiday - Madera, California

Okay, here’s a comprehensive overview of Edward Jones – Financial Advisor: Michael J Holiday, presented in a formal and approachable style, suitable for someone seeking financial guidance:

Introduction to Edward Jones and Michael J. Holiday

For individuals and families seeking comprehensive and personalized financial guidance, Edward Jones stands as a trusted name. The firm operates on a relationship-based approach, prioritizing long-term client relationships built on trust and understanding. Michael J. Holiday is a dedicated Financial Advisor at the Edward Jones office located in Madera, California. He specializes in helping clients navigate a wide range of financial goals, from retirement planning and estate strategies to investment management and education savings.

Location and Contact Information

Michael J. Holiday’s office is situated at 2001 Howard Rd Ste 305, Madera, CA 93637, United States. Clients can easily reach him by phone at 559-675-8535. His website, edwardjones.com, provides a wealth of resources and allows for convenient online access to account information and financial planning tools.

Specialties and Services Offered

As a Financial Consultant and Investment Service provider, Michael Holiday offers a diverse skillset. He operates as a Finance Broker, assisting clients with various financial decisions, including:

• Investment Management: Michael helps clients build and manage portfolios tailored to their risk tolerance and financial objectives.
• Retirement Planning: He offers strategies for maximizing retirement savings and ensuring financial security in retirement.
• Estate Planning: Guidance on how to protect and transfer assets to future generations.
• Education Savings: Options for funding college education through plans like 529s.
• Stock Brokerage Services: Access to the stock market through Edward Jones’ extensive research and trading capabilities.

Accessibility and Client Experience

Edward Jones is committed to providing a welcoming environment for all clients. The office at 2001 Howard Road is designed with accessibility in mind, featuring a wheelchair-accessible entrance, washroom, and parking lot. Appointments are recommended to ensure Michael can dedicate his full attention to each client’s individual needs. The firm prioritizes open communication and a collaborative approach, fostering a comfortable atmosphere for discussing sensitive financial matters.

Client Feedback & Reputation

Based on client feedback, Edward Jones – Michael J. Holiday consistently demonstrates a strong commitment to client service. The firm has garnered a positive reputation within the Madera community, reflected in an average rating of 3.7/5 on Google My Business. Clients consistently praise the helpfulness and attentive nature of the staff, suggesting a focus on personalized care and long-term relationships. The emphasis seems to be on understanding each client’s specific situation and developing tailored solutions.

Recommendation

For individuals seeking a reliable and trustworthy financial advisor, Michael J. Holiday at Edward Jones is a highly recommended resource. His expertise, combined with the firm's commitment to client relationships and accessible facilities, positions him well to assist with a wide range of financial needs. To learn more about his services and schedule a consultation, we strongly encourage you to visit his website: edwardjones.com.

👍 Reviews of Edward Jones - Financial Advisor: Michael J Holiday

TAX O. P. B.

1/5

The advisors at this office keep postponing my requests to move my retirement account to more conservative investments. They have caused me losses by not completing my requests and stating that Edward Jones Guided accounts don’t allowed to make those changes. Complaints will be filed to proper agencies….

FALCON P. (. A. S.

5/5

Really great staff. Very helpful and have taken great care of me. Highly Recommend this company

Joseph M.

5/5