Edward Jones - Financial Advisor: Norma Durfee - Yuba City, California

Okay, here's a comprehensive overview of Edward Jones – Financial Advisor: Norma Durfee, presented in a formal and helpful manner, designed to be informative and encouraging:

Introduction to Norma Durfee – Your Financial Partner

For individuals and families seeking reliable and personalized financial guidance, Edward Jones – Financial Advisor: Norma Durfee offers a dedicated and experienced service. Norma Durfee is a seasoned financial consultant committed to helping clients achieve their long-term financial goals. She operates from her office at 950 Tharp Rd Suite 703, Yuba City, CA 95993, United States, and can be reached by phone at 5308229054. Her website, edwardjones.com, provides further details about her services and approach.

Specializations and Services

Norma Durfee’s expertise encompasses a wide range of financial needs. As a finance broker and investment service provider, she assists clients with:

• Retirement Planning
• Investment Management
• Estate Planning
• Education Savings
• Insurance Planning

Furthermore, she functions as a stock broker, providing access to a diverse portfolio of investment options. Edward Jones distinguishes itself through a client-centric approach, focusing on building enduring relationships built on trust and understanding. The firm’s philosophy centers on providing unbiased advice, always prioritizing the client’s best interests.

Location and Accessibility

The office is conveniently located at 950 Tharp Rd Suite 703, Yuba City, CA 95993. It’s designed to be accessible, featuring a wheelchair-accessible entrance and providing amenities such as a toilet for client comfort. Appointments are highly recommended to ensure Norma can dedicate her full attention to your specific financial situation.

Client Feedback and Reputation

Edward Jones – Norma Durfee consistently receives positive feedback. Google My Business reviews reflect a high level of client satisfaction, with an average rating of 4.2 out of 5. Clients frequently commend Norma and Thaddeus (often working alongside her) for their responsiveness, thoroughness, and commitment to client education. It’s clear that a significant emphasis is placed on proactive communication and a willingness to go the extra mile – as evidenced by the documented instances of in-office meetings and account setup assistance. The firm demonstrates a dedication to a hands-on approach, ensuring clients feel supported throughout the entire process, including complex transactions like account rollovers.

Recommended Contact Information

To schedule an appointment or learn more about Norma Durfee’s services, we strongly encourage you to visit her website: edwardjones.com. You can also directly contact her office at 5308229054.

Final Recommendation

Considering the positive feedback regarding her dedication, expertise, and commitment to client service, Norma Durfee at Edward Jones appears to be an excellent choice for individuals seeking a trustworthy and knowledgeable financial advisor. We recommend taking the proactive step of contacting her through her website to discuss your financial goals and explore how she can assist you on your journey to financial security.

👍 Reviews of Edward Jones - Financial Advisor: Norma Durfee

Benjamin B.

5/5

Thaddeus and Norma at Edward Jones, as well as the staff, are the most responsive and thorough financial advisors I have worked with. They had my accounts set up the day of my appointment and actually took the time to come down to my office and meet with my employees and to set up their accounts as well. I value not only their expertise but their willingness to take the time and answer any questions that I have. Thaddeus took care of the whole rollover process for me and I didn't have to worry about a thing. I am very pleased with their service.

Jonathan C.

5/5

Julie, Irene and Norma were very friendly, knowledgeable and helpful. Definitely a good place to go to set up a retirement account.

lance L.

5/5

Take your money here they'll take care of you great company great people

cole P.

5/5

Always knowledgeable and efficient. Great place!

Jennifer D.

1/5

Worst experience ever with James Howard, I will never be consulting with Edward Jones again

Robert C.

4/5

Good financial advisor.Friendly and knows how to make your money grow.