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

Okay, here’s a detailed overview of Edward Jones – Financial Advisor: Elise Elliott, crafted with a formal and approachable tone, suitable for a potential client seeking financial guidance.

Introduction to Elise Elliott – A Dedicated Financial Partner

For individuals and families seeking comprehensive and personalized financial guidance, Edward Jones presents a trusted resource. Specifically, Elise Elliott, a seasoned Financial Advisor located in Grover Beach, California, offers a dedicated approach to helping clients achieve their long-term financial goals. Elise Elliott’s commitment extends beyond simply providing investment advice; she prioritizes building strong, lasting relationships based on trust and understanding.

Location and Contact Information

Elise Elliott’s office is strategically situated at 170 W Grand Ave Suite 103, Grover Beach, CA 93433, United States. Clients can easily reach her by telephone at 805-473-1304. Her website, edwardjones.com, provides a wealth of information regarding her services and financial planning resources. It’s highly recommended to schedule an appointment to ensure adequate time for a thorough discussion of your specific needs.

Expertise and Services Offered

As a Financial Advisor at Edward Jones, Elise Elliott specializes in a broad range of financial services. Her expertise includes:

• Financial Consulting: She assists clients in developing comprehensive financial plans tailored to their unique circumstances.
• Finance Brokerage: Elise manages investment accounts, offering access to a diverse portfolio of investment options.
• Investment Services: She provides guidance on selecting and managing investments aligned with individual risk tolerance and financial objectives.
• Stock Brokerage: Elise facilitates the buying and selling of stocks and other securities.

Accessibility and Amenities

Recognizing the importance of accessibility, Elise Elliott’s office is designed to accommodate clients with mobility limitations. The facility features a wheelchair-accessible car park and wheelchair-accessible entrance. Furthermore, a wheelchair-accessible toilet is available on-site. Restrooms are also provided.

Client Feedback & Reputation

Initial feedback from clients highlights a consistent theme of exceptional service and personalized attention. The company demonstrates a strong commitment to client satisfaction, as evidenced by its positive online reviews. It appears that Elise Elliott fosters an environment where clients feel valued, knowledgeable, and confident in their financial decisions. This dedication to client relationships is a key differentiator.

Conclusion & Recommendation

Elise Elliott represents a valuable asset to the Edward Jones network. Her combination of professional expertise, client-focused approach, and commitment to accessibility makes her an ideal partner for individuals seeking to navigate the complexities of personal finance. We strongly recommend exploring her services further by visiting her website: edwardjones.com. Contacting her directly allows for a confidential discussion about your financial goals and how Elise Elliott can assist you in achieving them.

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👍 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.