Edward Jones - Financial Advisor: Jade Berniard, CFP® - Costa Mesa, California
Address: 485 E 17th St Suite 100, Costa Mesa, CA 92627.
Phone: 9497227324.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Edward Jones - Financial Advisor: Jade Berniard, CFP®
⏰ Open Hours of Edward Jones - Financial Advisor: Jade Berniard, CFP®
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–7 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
- Sunday: Closed
Edward Jones - Financial Advisor: Jade Berniard, CFP®
Located at 485 E 17th St Suite 100, Costa Mesa, CA 92627, Edward Jones is a professional financial services firm that offers a wide range of financial solutions to its clients. Led by the experienced financial advisor, Jade Berniard, CFP®, the firm specializes in financial consulting, finance brokering, investment services, and stock brokerage. Jade Berniard, with her Certified Financial Planner (CFP®) designation, brings a deep understanding of financial planning and investment management to help clients achieve their financial goals.
Specialties and Services Offered
- Financial consultant: Jade Berniard provides personalized financial planning services to help clients make informed decisions about their investments, savings, and retirement planning.
- Finance broker: The firm assists clients in navigating the complex world of finance, offering expert advice on various financial instruments and products.
- Investment service: Edward Jones helps clients build and manage investment portfolios tailored to their unique financial needs and risk tolerance.
- Stock broker: The firm offers professional stock brokerage services, including trading and market analysis, to help clients maximize their investment returns.
Accessibility and Other Points of Interest
In addition to its expertise in financial services, Edward Jones is committed to providing a comfortable and accessible environment for all clients. The firm features a wheelchair-accessible entrance, parking lot, and restroom, ensuring that individuals with disabilities can easily access their services. Appointments are recommended to ensure a personalized and focused consultation with Jade Berniard.
Reviews and Average Opinion
At the time of writing, Edward Jones - Financial Advisor: Jade Berniard, CFP® has not received any reviews on Google My Business. This may indicate that the firm is relatively new or has not yet gained significant feedback from its clients. As the firm continues to grow and serve its clientele, it is essential to monitor and address any concerns or feedback to maintain a strong reputation in the community.
Recommendation and Contact Information
For individuals seeking a reliable and experienced financial advisor in Costa Mesa, Edward Jones - Financial Advisor: Jade Berniard, CFP® is a promising option. With a focus on personalized financial planning and investment services, the firm aims to help clients achieve their long-term financial goals. To learn more about their services and expertise, visit their website at edwardjones.com. For direct assistance, contact Edward Jones at 9497227324 or visit their office at 485 E 17th St Suite 100, Costa Mesa, CA 92627.
To begin your journey towards financial success, we encourage you to reach out to Edward Jones - Financial Advisor: Jade Berniard, CFP® through their website or by phone. Their expertise and commitment to personalized service make them a valuable resource for anyone seeking to enhance their financial well-being.