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®

Edward Jones - Financial Advisor: Greg Budge, CFP®|AAMS® 5304 E Southern Ave Ste 102, Mesa, AZ 85206, United States

⏰ 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.

👍 Reviews of Edward Jones - Financial Advisor: Greg Budge, CFP®|AAMS®

Edward Jones - Financial Advisor: Greg Budge, CFP®|AAMS® - Mesa, Arizona
Lisa V.
5/5

Greg has been my Mothers financial advisor for 10 years or so. I worked with him as her POA proxy over the last 5 years as her health declined. He provided valuable advice that allowed her assets to grow and offered suggestions for her portfolio to manage risk as she aged.

Edward Jones - Financial Advisor: Greg Budge, CFP®|AAMS® - Mesa, Arizona
Earline P.
5/5

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