Edward Jones - Financial Advisor: Jeff W. Albert - Rancho Santa Margarita, California

Mike P.

With a lot of choices available to choose from, regarding one's personal financial planning, Jeff is extremely knowledgeable and his experience shines above many. I definitely recommend Jeff in helping you with your financial and estate planning, personal insurance, and related matters.

Cecilia A.

What truly stands out about Jeff is his genuine commitment to helping people prepare confidently for retirement. He takes the time to listen to each client's unique hopes and concerns, translating complex financial concepts into clear, actionable plans that people can actually understand and feel good about. If you're looking for someone to help guide your financial planning towards your retirement dreams, Jeff is your guy!

Mohamad I.

I personally worked with Jeff to set up accounts for all three of my kids, and I have to say—it was an excellent experience. He's knowledgeable about the product, truly has your best interest at heart, and makes the entire process incredibly easy. I especially appreciated how convenient he made everything; we even had a call on Black Friday while most people in his field were off. I highly recommend Jeff!

Leslie H.

Jeff has made a huge impact on me and my families life. We are in a much better place now because of his planning and will be able to enjoy retirement earlier than we originally thought. He also does our companies 401k offering which has put our employees is a much better financial position.

I highly recommend Jeff and his team!

Mary B.

Jeff and Kelli are fantastic. They are honest and always put my needs first. Great communication and they helped me realize I can travel several times a year while still staying on track with my plan. Edward Jones is a great company and I am glad Jeff and his team are here as my retirement needs are in great hands.

Emo A.

Jeff’s a total professional and truly knows the inner workings of everything in regards to financial planning. I highly recommend him; if you’re looking for someone to help in planning your retirement then look no further

Patricia D.

Anyone looking for real financial advice and tools should check out Jeff. He is with Edward Jones and can really help navigate these current financial waters safely.

brandon H.

I trust Jeff to work with my clients. He is very knowledgeable and willing to go the extra mile to make sure my clients get the service they need and education they deserve. I gladly refer Jeff when my clients have a need.