Edward Jones - Financial Advisor: David Fricke - Yucaipa, California

Address: 11368 Bryant St Suite B, Yucaipa, CA 92399, United States.
Phone: 9097902135.
Website: edwardjones.com
Specialties: Financial Advisor, 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 7 reviews on Google My Business.
Average opinion: 3.9/5.

📌 Location of Edward Jones - Financial Advisor: David Fricke

☎️9097902135

⏰ Open Hours of Edward Jones - Financial Advisor: David Fricke

Monday: 8:30 am–4:30 pm
Tuesday: 8:30 am–4:30 pm
Wednesday: 8:30 am–4:30 pm
Thursday: 8:30 am–4:30 pm
Friday: 8:30 am–3 pm
Saturday: Closed
Sunday: Closed

When searching for financial guidance, David Fricke, a dedicated Financial Advisor at Edward Jones, stands out as a trustworthy resource for individuals in Yucaipa, CA. Located at 11368 Bryant St Suite B, Yucaipa, CA 92399, United States, David is easily accessible with a wheelchair-accessible parking lot, entrance, and restroom, ensuring that everyone can receive the personalized attention they deserve.

For those looking to manage or grow their investments, Edward Jones offers a variety of services including financial advising, finance brokering, investment services, and stock brokering. David Fricke specializes in these areas, providing clients with expert guidance tailored to their specific financial goals and needs.

To get in touch with David, you can reach out to him via phone at 909-790-2135 or visit his professional profile on edwardjones.com. The website not only provides a direct line to him but also offers insights into his expertise and the services he offers. This digital platform is enhanced with an online appointment booking feature, encouraging potential clients to schedule a meeting to discuss their financial future.

While Edward Jones has garnered 7 reviews on Google My Business, the average opinion is a commendable 3.9 out of 5. This feedback underscores the positive client experiences and the value David brings to his role as a financial advisor. It's a testament to the quality of service offered at Edward Jones and the professionalism of David Fricke.

For those considering seeking financial advice, it's crucial to find a advisor who not only understands the complexities of financial markets but also communicates effectively and builds trust. David Fricke's approach, combined with the reputable backing of Edward Jones, makes him a compelling choice for individuals seeking to navigate the often confusing world of finance.

👍 Reviews of Edward Jones - Financial Advisor: David Fricke

Edward Jones - Financial Advisor: David Fricke - Yucaipa, California

Jeremy C.

5/5

My sincere appreciation for David and Vanessa for the outstanding investment strategies and services your team has provided to my wife and I. On multiple occasions, I have added and debited my investment account without encountering any objections, negative terms, or restrictive timelines. Each time, my requests were handled with the utmost professionalism and respect. Both of you have consistently returned my calls and executed my orders promptly, as per my instructions. Your attention to detail and adherence to such a high level of service is the reason I have entrusted Edward Jones with my investments over other firms I have explored. Thank you for your continued dedication to my accounts and others.

ildiko P.

5/5

In case you are looking to invest your money, don’t look any further. After we moved to the IE, we were so lucky and blessed to find David. He is available, extremely knowledgeable, patient and treats you like family. His new assistant Vanessa is eager to help with a lot of experience and knows the business well. They make a perfect professional team. To us, they are both five stars. Can’t recommend David high enough.

Allen M.

5/5

David is amazing at helping you plan for retirement, if you’re already in retirement, paying for college education, planning for the expected or even the unexpected. He’ll give you great advice on stocks, bonds, mutual funds, and even ETFs. He wants to find out what’s important to you. He has an established process.

Scott L.

1/5

Not so good. I have called several times in the last three weeks and asked to get a withdrawal. Each time it was a short conversation that left you thinking it was being taken care. But when I had not heard anything back I would call again to find that I had to do something else. First time; we will get a check out to you. Then I would call back and find out that the check was not sent yet but was being processed. Then it wasnt sent again but I was told if i wanted it sooner I could send them my bank information and they would direct deposit. Then I called back again and he was busy and could not call me for a few days. A few days later I got an email asking me to sign up for an account so I could sign some documents. Still no call. It seems he does not have time for the people who are not big investors. I also asked for a withdrawal from Fidelity investments. The conversation was 15 minutes. The funds were in my account in two days. Now that's customer service. I will update as soon as I have more info.

Jamie H.

5/5

David and Jill are great, always accommodating and there to help with great advice. David has helped me steer clear many times from spontaneous buys and it saved me thousands. Hope to be doing business with them for years to come.

Eva S.

5/5

Wonderful help--very kind, thorough, patient, and knowledgeable. It's a pleasure to go here!

me M.

1/5