Edward Jones - Financial Advisor: Jefferson Ledgerwood - Santa Maria, California

Meet Edward Jones - Financial Advisor: Jefferson Ledgerwood

Location: Jefferson Ledgerwood, also known as Edward Jones, is based at 2429 Professional Pkwy Ste 103, Santa Maria, CA 93455. For those seeking financial guidance, his contact information is readily accessible: Phone: 805-934-8430. His professional presence is further established online through edwardjones.com, where potential clients can explore his services and expertise.

Specialties and Services

Edward Jones, as a Financial Consultant, Finance Broker, and Investment Service Provider, offers a broad range of financial expertise. His services include Stock Brokerage, ensuring that clients receive tailored advice and solutions for their investment and retirement needs. His ability to customize portfolios highlights his commitment to each client's unique financial objectives.

Facilities and Accessibility

For those visiting his office, it's worth noting that the location is wheelchair accessible, complete with a parking lot and restroom that cater to all visitors' needs. This ensures that everyone can receive the financial advice they seek in a comfortable environment.

Client Opinions and Experience

The testimonials for Jefferson Ledgerwood speak volumes about his expertise and client care. One review describes him as "knowledgeable, impressive, confident, trustworthy, motivated, and personable." Clients like the Jess and Kia Moran appreciate his personalized approach, noting his ability to provide peace of mind and adapt to changing financial landscapes. With an average opinion of 4.7/5 based on three reviews, it's clear that he excels in building lasting client relationships.

Additional Points of Interest

• Appointments Recommended: While walk-ins are welcome, scheduling an appointment ensures the best service experience.
• His office is equipped to accommodate clients with mobility needs, demonstrating his commitment to inclusivity.

Recommandation

If you're looking for a dedicated financial advisor who will not only understand your financial goals but also work tirelessly to achieve them, Jefferson Ledgerwood at Edward Jones is an excellent choice. His positive reputation, accessibility, and impressive client reviews make him a trustworthy partner in your financial journey. To learn more about how he can assist you, visit his website at edwardjones.com to schedule a consultation or explore the wealth of resources available to potential clients. Taking the first step towards securing your financial future has never been easier. Don't miss out on the opportunity to work with an advisor who values your peace of mind and your financial prosperity.

👍 Reviews of Edward Jones - Financial Advisor: Jefferson Ledgerwood

Kalynn M.

5/5

Knowledgeable, impressive, confident, trustworthy, motivated and personable are just a few adjectives to describe Jefferson Ledgerwood. We have been with Jeff for some years now and trust him implicitly. He is there for you as much or as little as you need and personally tailors your portfolio to suit all your investment and retirement needs, and more. Thank you for the peace of mind you have provided for my husband and I through the years and we look forward to working with you through the years.
Jess and Kia Moran

efrain R. L.

4/5

Alguien sabe si habla español

anthony R.

5/5