Edward Jones - Financial Advisor: Greg Budge, CFP®|AAMS® - Mesa, Arizona
Address: 5304 E Southern Ave Ste 102, Mesa, AZ 85206, United States.
Phone: 4809819579.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Edward Jones - Financial Advisor: Greg Budge, CFP®|AAMS®
⏰ Open Hours of Edward Jones - Financial Advisor: Greg Budge, CFP®|AAMS®
- Monday: 8 am–5 pm
- Tuesday: 8 am–5 pm
- Wednesday: 8 am–5 pm
- Thursday: 8 am–5 pm
- Friday: 8 am–3 pm
- Saturday: Closed
- Sunday: Closed
Edward Jones - Financial Advisor: Greg Budge, CFP®|AAMS®
Edward Jones - Financial Advisor: Greg Budge, CFP®|AAMS® is a well-established financial services firm located at 5304 E Southern Ave Ste 102, Mesa, AZ 85206, United States. The firm specializes in providing expert financial advice to individuals and families, focusing on areas such as financial planning, investment management, and wealth preservation.
About Greg Budge
Greg Budge is a certified financial planner (CFP®) and an Accredited Asset Management Specialist (AAMS®), with years of experience in helping clients achieve their financial goals. His personalized approach and commitment to understanding each client's unique situation have earned him a strong reputation in the industry.
Specialties
- Financial consultant
- Finance broker
- Investment service
- Stock broker
Services Offered
Greg Budge and his team at Edward Jones offer a wide range of financial services, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
Accessibility
- Wheelchair-accessible car park
- Wheelchair-accessible toilet
- Toilet
- Appointments recommended
Reviews and Opinions
The company has received positive feedback from clients, with an average rating of 5/5 based on 2 reviews on Google My Business. One satisfied client mentioned that Greg provided valuable advice, allowing their mother's assets to grow and manage risk as she aged. Another reviewer praised Greg's dedication and commitment to understanding their unique financial situation.
With his expertise and personalized approach, Greg Budge and his team at Edward Jones - Financial Advisor are well-equipped to help clients navigate their financial journey and achieve their goals.