Edward Jones - Financial Advisor: Lucy McGuire, CFP®|AAMS®|CRPS™ - Saratoga, California

Address: 14375 Saratoga Ave Suite 105, Saratoga, CA 95070, United States.
Phone: 4088684005.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Edward Jones - Financial Advisor: Lucy McGuire, CFP®|AAMS®|CRPS™

Edward Jones - Financial Advisor: Lucy McGuire, CFP®|AAMS®|CRPS™ 14375 Saratoga Ave Suite 105, Saratoga, CA 95070, United States

⏰ Open Hours of Edward Jones - Financial Advisor: Lucy McGuire, CFP®|AAMS®|CRPS™

  • Monday: 8 am–5 pm
  • Tuesday: 8 am–5 pm
  • Wednesday: 8 am–5 pm
  • Thursday: 8 am–5 pm
  • Friday: 8 am–5 pm
  • Saturday: Closed
  • Sunday: Closed

Edward Jones - Financial Advisor: Lucy McGuire, CFP®|AAMS®|CRPS™

Located at 14375 Saratoga Ave Suite 105, Saratoga, CA 95070, United States, Lucy McGuire is a highly regarded financial advisor with Edward Jones. She holds prestigious certifications including CFP® (Certified Financial Planner), AAMS® (Accredited Asset Management Specialist), and CRPS™ (Chartered Retirement Plans Specialist). With her extensive knowledge and expertise, Lucy provides top-notch financial consultation services, investments, and stock brokerage solutions to her clients.

Specialties

  • Financial consultant
  • Finance broker
  • Investment service
  • Stock broker

Additional Information

  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet
  • Toilet
  • Appointments recommended

With a strong focus on client satisfaction, Lucy McGuire has garnered an impressive 5/5 average rating based on 3 reviews on Google My Business. Clients praise her professional attitude, friendly demeanor, and extensive knowledge, making her a trusted financial advisor in the industry. Many clients in the financial services industry refer their clients to Lucy, highlighting her exceptional skills and expertise.

To learn more about Lucy McGuire's financial advisory services, visit her website at edwardjones.com. You can also reach out to her directly by phone at 4088684005.

👍 Reviews of Edward Jones - Financial Advisor: Lucy McGuire, CFP®|AAMS®|CRPS™

Edward Jones - Financial Advisor: Lucy McGuire, CFP®|AAMS®|CRPS™ - Saratoga, California
Chuck P.
5/5

I work in the financial services industry and am always glad to refer clients to Lucy. Her professional attitude, friendly and open demeanor and her knowledge set her apart from others in our industry. Lucy is truly one of the best!

Edward Jones - Financial Advisor: Lucy McGuire, CFP®|AAMS®|CRPS™ - Saratoga, California
David C.
5/5

Lucy McGwire is a true professional. Her knowledge of financial practices is top notch. I feel very comfortable referring all of my clients to Lucy for financial advice.

Edward Jones - Financial Advisor: Lucy McGuire, CFP®|AAMS®|CRPS™ - Saratoga, California
elayne P.
5/5

Lucy is very knowledgeable, professional and helpful! She is a great resource as I financial advisor that I recommend to my clients!

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