Edward Jones - Financial Advisor: Scott Patterson Jr, CFP®|AAMS™ - Vista, California

Edward Jones – Scott Patterson Jr, CFP®|AAMS™: A Comprehensive Overview

For individuals and families seeking reliable and personalized financial guidance, Edward Jones – Scott Patterson Jr, CFP®|AAMS™ offers a dedicated approach to wealth management. Located at 1621 S Melrose Dr E, Vista, CA 92081, Mr. Patterson serves as a Financial Advisor committed to helping clients achieve their long-term financial goals. His firm is a cornerstone of Edward Jones, a company renowned for its commitment to building long-term relationships based on trust and understanding.

About Scott Patterson Jr, CFP®|AAMS™

Scott Patterson Jr. brings a wealth of experience and expertise to his role as a Financial Advisor. He is a Certified Financial Planner™ (CFP®) and an Accredited Asset Management Specialist™ (AAMS™), demonstrating his dedication to upholding the highest professional standards. These credentials signify a rigorous commitment to education, examination, experience, ethics, and ongoing client service.

Specialties and Services

Mr. Patterson specializes in providing a comprehensive suite of Financial Consultant services tailored to meet the unique needs of each client. His core competencies include:

• Investment Services: He assists clients in developing diversified investment portfolios designed to align with their risk tolerance, time horizon, and financial objectives.
• Finance Brokerage: Mr. Patterson navigates the complexities of the stock market, providing guidance on selecting appropriate stocks, bonds, and mutual funds.
• Retirement Planning: He helps clients plan for a secure and comfortable retirement, considering factors such as Social Security benefits, pensions, and investment strategies.
• Estate Planning: Recognizing the importance of preserving assets for future generations, Mr. Patterson offers guidance on estate planning strategies, including wills, trusts, and beneficiary designations.
• Education Savings Plans: He assists families in establishing and managing education savings plans, such as 529 plans, to help cover the costs of higher education.

Edward Jones’s approach emphasizes a collaborative partnership. Mr. Patterson takes the time to thoroughly understand his clients' financial situations, goals, and values before recommending any specific strategies. He believes in providing clear, unbiased advice and maintaining open communication throughout the process.

Location and Accessibility

The Vista, California office is conveniently located at 1621 S Melrose Dr E, Vista, CA 92081. Clients can expect a welcoming and professional environment. Furthermore, the office is designed with accessibility in mind, featuring a Wheelchair Accessible Parking Lot and a Wheelchair Accessible Restroom, ensuring that all clients can comfortably visit. Appointments are recommended to allow for dedicated time and personalized attention. The firm also provides ample parking and restroom facilities for all visitors.

Client Feedback and Reputation

Edward Jones – Scott Patterson Jr, CFP®|AAMS™ has consistently received positive feedback from its clients. While specific reviews are available on the company’s Website (edwardjones.com), the general sentiment reflects a high level of satisfaction. Clients frequently commend Mr. Patterson's prompt, personal service and his ability to explain complex financial concepts in a clear and understandable manner. Many describe him as exceptionally knowledgeable and dedicated to helping them achieve their financial aspirations. The average opinion expressed on Google My Business is 3.7/5, a testament to the positive experiences shared by a significant number of clients.

Contact Information

To schedule an appointment or discuss your financial needs, please contact Mr. Patterson directly:

Phone: 605995810

Website: edwardjones.com

👍 Reviews of Edward Jones - Financial Advisor: Scott Patterson Jr, CFP®|AAMS™

kubtrmhew1 P.

1/5

I have tried to reach Scott Patterson to discuss a durable power of attorney I hold for my mother. My mother is Mr. Patterson's client. I sent an email, called and left a message. Mr. Patterson has not responded. This is not good customer service.

Erik T.

5/5

Scott is the best! He always provides prompt, personal service. He is very knowledgeable and does a great job explaining the best investment options.

Norman T.

5/5