Edward Jones - Financial Advisor: Justin Gomez, CFP®|CIMA® - Napa, California

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 1721 1st St, Napa, CA 94559, United States.
Phone: 7079273397.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Wheelchair-accessible entrance, Restroom, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 3/5.

📌 Location of Edward Jones - Financial Advisor: Justin Gomez, CFP®|CIMA®

☎️7079273397

⏰ Open Hours of Edward Jones - Financial Advisor: Justin Gomez, CFP®|CIMA®

Monday: 9 am–5 pm
Tuesday: 9 am–5:30 pm
Wednesday: 9 am–5:30 pm
Thursday: 9 am–5:30 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

Edward Jones - Financial Advisor: Justin Gomez, CFP®|CIMA®

Location: 1721 1st St, Napa, CA 94559, United States.

Phone: 7079273397

Website: edwardjones.com

Specialties: Financial consultant, Finance broker, Investment service, Stock broker.

Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Wheelchair-accessible entrance, Restroom, Appointments recommended.

Opinions: This company has 2 reviews on Google My Business. The average opinion: 3/5.

About Edward Jones - Financial Advisor: Justin Gomez, CFP®|CIMA®

Edward Jones is a financial company that specializes in offering personalized financial advice to individuals and businesses. One of their top financial advisors is Justin Gomez, who holds certifications in Financial Planning (CFP®) and Investment Management (CIMA®). Justin and his team provide a wide range of financial services, including financial consulting, finance brokering, investment services, and stock brokering.

The team at Edward Jones - Financial Advisor: Justin Gomez is known for their personalized approach to financial planning. They take the time to understand their clients' financial goals and create tailored investment strategies to meet their needs. Regular follow-ups and keeping clients informed about market changes are part of their service.

Justin Gomez and his team at Edward Jones have received positive feedback from their clients. They are described as delightful to work with, making investing easy to understand and helping clients achieve a nice return on their investments. The team is also praised for their friendly demeanor and their thoughtful gestures, such as sending cards and gifts throughout the year.

Location and Accessibility

Edward Jones - Financial Advisor: Justin Gomez, CFP®|CIMA® is located at 1721 1st St, Napa, CA 94559, United States. The office is designed to be accessible for all clients, including wheelchair-accessible parking, toilets, and entrance. Clients are recommended to book appointments in advance for a seamless experience.

Why Choose Edward Jones - Financial Advisor: Justin Gomez, CFP®|CIMA®

If you are looking for a financial advisor who can provide personalized and comprehensive financial advice, Edward Jones - Financial Advisor: Justin Gomez, CFP®|CIMA® is a great choice. Their commitment to understanding their clients' needs, regular communication, and dedication to client satisfaction make them stand out from other financial advisors.

For more information or to schedule an appointment, visit their website or contact them directly at 7079273397. Don't miss the opportunity to take control of your financial future with the help of a trusted financial advisor.

👍 Reviews of Edward Jones - Financial Advisor: Justin Gomez, CFP®|CIMA®

Edward Jones - Financial Advisor: Justin Gomez, CFP®|CIMA® - Napa, California

Julia R.

5/5

Justin and Jennifer are both delightful to work with! Justin has managed our account for the past two years with great success. They follow up with us regularly and keep us informed as the market changes. The thoughtful cards and gifts they deliver throughout the year are a nice touch, Justin even delivered an apple pie to our house for July 4th! Investing can be overwhelming and scary but Justin Gomez makes it easy to understand and, even better make a nice return. Jennifer is incredibly helpful and friendly. We are so happy to be here!

Anne A.

1/5

When I called Mr. Gomez office I had the misfortune to get Jennifer on the line. She laughed at my statements and ended the call. I decided her boss should be aware of my experience. I called back and told her I would like to speak to her boss, She refused, i pressed further and said will I have to email him and she said “go ahead but I will not give you his email”she then apologized by saying “I am so sorry I laughed but you sounded so miserable that I laughed” I responded you laugh at others Misery? She was making a bad situation worse.

I simply called to ask a questions to see if possibly my financial advisor was a rare bread in lack of customer service. Unfortunately it is how they are trained if Jennifers behavior is acceptable.

I regret ever putting my money with this company.

I will be surprised if Mr. Gomez calls me back, Jennifer was confident that he would not be able to help me with my simple questions. I wanted to interview Mr. Gomez to see if I could move my money to him with confidence.

One would think that ALL Edward Jones employees would be familiar with the protocol of their business and able to answer a quick question about moving money. Jennifer was confident that Mr. Gomez would not know how to do this simple task.

If the CEO of Edward Jones sees this review It would be wonderful to speak to someone who is interested in keeping a client happy and trying to hold on to the account.

Sincerely, Anne Aldridge