Edward Jones - Financial Advisor: Jon Zeller, AAMS™ - Paso Robles, California

Okay, here’s a comprehensive overview of Edward Jones Financial Advisor, Jon Zeller, AAMS™, designed to be informative and helpful for prospective clients, presented in a formal and approachable style:

Introducing Jon Zeller, AAMS™ – Your Trusted Financial Partner

For individuals and families seeking sound financial guidance, Edward Jones is pleased to introduce Jon Zeller, AAMS™. Mr. Zeller operates as a dedicated financial consultant at the Edward Jones office located at 517 13th St, Paso Robles, CA 93446, United States. He is committed to providing personalized investment services and comprehensive financial planning solutions tailored to meet each client’s unique needs and goals. His primary focus is on building long-term relationships based on trust and transparency.

Jon Zeller’s Expertise and Services

Jon Zeller holds the designation of AAMS™ (Accredited Asset Management Specialist®), demonstrating his advanced knowledge and expertise in portfolio management and investment strategies. He specializes in a range of services, including:

• Investment Management: Jon assists clients in developing and managing diversified investment portfolios designed to help them achieve their financial objectives.
• Retirement Planning: He offers strategies to help clients plan for a comfortable and secure retirement.
• Estate Planning: Jon can collaborate with estate planning attorneys to ensure your assets are protected and distributed according to your wishes.
• Education Savings: He provides guidance on saving for college and other educational expenses.

Location and Accessibility

The Edward Jones office in Paso Robles is conveniently located at 517 13th St. Clients can easily reach Jon Zeller by phone at 805-237-2044. The office is designed to be welcoming and accessible, offering a wheelchair-accessible car park and wheelchair-accessible toilet for the convenience of all visitors. Appointments are strongly recommended to ensure dedicated time for personalized consultation.

Additional Information & Client Experience

Edward Jones prioritizes client satisfaction. The firm fosters an environment where clients enjoy a high degree of control over their investments and benefit from consistent, dedicated support. Jon’s approach emphasizes a deep understanding of each client's individual circumstances, risk tolerance, and financial aspirations. He’s known for his ability to provide clear, straightforward explanations of complex financial concepts, ensuring that clients are fully informed and comfortable with their investment decisions.

Client Feedback & Reputation

The Edward Jones office in Paso Robles has garnered positive feedback, reflected in its impressive average rating of 5/5 on Google My Business. This suggests a strong commitment to providing exceptional service and building lasting client relationships. It’s evident that clients appreciate the individualized attention and the consistently positive results they’ve achieved.

Website & Further Resources

For more information about Jon Zeller, AAMS™, his services, and Edward Jones, please visit the firm’s website: edwardjones.com. You can also find helpful resources on a wide range of financial topics.

Recommendation

Considering the consistently positive feedback and Jon Zeller’s commitment to proactive, client-focused financial planning, we highly recommend reaching out to schedule a consultation. Visit the website today to connect with Jon and begin building a solid financial future: edwardjones.com

👍 Reviews of Edward Jones - Financial Advisor: Jon Zeller, AAMS™

Skydive S.

5/5

I have used Jon for several years. I like the flexibility and control I have over my investments. His recommendations have been pretty spot on and I am pleased to celebrate above average returns on my investments year over year.