Edward Jones - Financial Advisor: Marisa C Otto, CFP® - Morgan Hill, California

Edward Jones - Financial Advisor: Marisa C Otto, CFP®

Edward Jones - Financial Advisor Marisa C Otto, CFP® is a respected financial services provider located at 275 Tennant Ave Suite 205, Morgan Hill, CA 95037, United States. With a phone number of 4087784400 and a website at edwardjones.com, they are easily accessible to their clients.

Their specialties include being a financial consultant, finance broker, providing investment services, and acting as a stock broker. Other notable features of their practice include a wheelchair-accessible car park, wheelchair-accessible toilet, wheelchair-accessible entrance, and standard toilets, with appointments being recommended.

As of now, there are no reviews listed on their Google My Business page, so no average opinion rating is available.

At Edward Jones - Financial Advisor Marisa C Otto, CFP®, clients can expect a personalized financial planning experience. The team works closely with individuals to develop tailored strategies for investing, saving, and retirement planning. With a focus on long-term financial goals, they aim to provide peace of mind and security for their clients' financial futures.

The financial advisors at this location have undergone rigorous training and are certified through the Certified Financial Planner (CFP®) program, ensuring they have the knowledge and skills needed to provide expert advice. They offer a wide range of financial services, including investment management, portfolio analysis, and tax planning advice.

For those seeking a reliable and knowledgeable financial advisor in Morgan Hill, CA, Edward Jones - Financial Advisor Marisa C Otto, CFP® is an excellent choice. With their commitment to personalized service, expertise in financial planning, and convenient location, they are well-equipped to help clients achieve their financial goals.

Specialties:
- Financial consultant
- Finance broker
- Investment service
- Stock broker

Other points of interest:
- Wheelchair-accessible car park
- Wheelchair-accessible toilet
- Wheelchair-accessible entrance
- Toilet
- Appointments recommended

Opinions: This company has 0 reviews on Google My Business.

Average opinion: 0/5.