Edward Jones - Financial Advisor: Jonathan M Lising, CFP® - Brea, California
Address: 135 S State College Blvd Suite 360, Brea, CA 92821.
Phone: 142564529.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 3.7/5.
📌 Location of Edward Jones - Financial Advisor: Jonathan M Lising, CFP®
⏰ Open Hours of Edward Jones - Financial Advisor: Jonathan M Lising, CFP®
- Monday: 7:30 AM–5 PM
- Tuesday: 7:30 AM–5 PM
- Wednesday: 7:30 AM–5 PM
- Thursday: 7:30 AM–5 PM
- Friday: 7:30 AM–4:30 PM
- Saturday: Closed
- Sunday: Closed
Edward Jones - Financial Advisor: Jonathan M Lising, CFP®
When seeking expert financial guidance, Jonathan M Lising, CFP® stands out as a knowledgeable and approachable financial advisor under the prestigious Edward Jones firm. Located at 135 S State College Blvd Suite 360, Brea, CA 92821, Jonathan can be reached directly at Phone: 142564529. His professional services are not only accessible via phone but also through his Website: edwardjones.com, where one can find more detailed information about his services and expertise.
Specialties and Services
Jonathan M Lising boasts a diverse skill set tailored to meet the varied needs of his clients. His specialties include serving as a Financial consultant, Finance broker, and providing Investment services and Stock broking. With his comprehensive knowledge, Jonathan is equipped to offer personalized financial planning, investment strategies, and retirement planning advice.
Facilities and Appointments
For those who prefer in-person meetings or require accessible facilities, Edward Jones has made efforts to accommodate. The office at 135 S State College Blvd Suite 360 is wheelchair accessible, featuring an accessible parking lot, restroom, and restroom facilities. However, for optimal service, it's recommended to schedule appointments in advance to discuss your financial goals and concerns with Jonathan.
Client Opinions and Experience
Clients have praised Jonathan for his knowledgeability, warmth, and insightful approach to financial planning. Feedback suggests that he is not only professional but also highly adaptable, offering virtual meetings via Zoom and being open to answering a wide range of financial questions. The average opinion of his work on Google My Business reflects a positive sentiment, rated at 3.7 out of 5 stars, indicating a high level of client satisfaction.
Recommendation
If you're seeking a financial advisor who combines extensive knowledge with a client-centric approach, Jonathan M Lising, CFP® is definitely worth considering. His ability to provide insightful financial planning and investment strategies, complemented by his accessibility, makes him a valuable asset for anyone looking to secure their financial future. To learn more about his services or to book an appointment, visit his Website: edwardjones.com and take the first step towards a more financially secure tomorrow.
This concise overview highlights Jonathan's professional profile, the range of his services, and the positive reception he has received from clients. Don't hesitate to reach out to him through his website to explore how he can assist you in achieving your financial goals.
👍 Reviews of Edward Jones - Financial Advisor: Jonathan M Lising, CFP®
