Edward Jones - Financial Advisor: Natali M Sanchez, ChFC®|CPWA®|CRPC™

7305 Morro Road, Atascadero, CA 93422

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Location & Phone number

Hours open

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About Us

Reviews

About the Business

Edward Jones - Financial Advisor, Natali M Sanchez, ChFC®|CPWA®|CRPC™, located at 7305 Morro Road in Atascadero, California, is a reputable finance institution offering a wide range of financial services. With a focus on providing personalized and comprehensive financial planning solutions, Natali M Sanchez, a Chartered Financial Consultant (ChFC®), Certified Private Wealth Advisor (CPWA®), and Chartered Retirement Planning Counselor (CRPC™), is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or protect your assets, Natali M Sanchez and her team at Edward Jones are committed to providing expert guidance and support every step of the way.

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Location & Phone number

Directions

7305 Morro Rd Suite 202, Atascadero, CA 93422, United States

805-461-3453

edwardjones.com

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Hours open

Monday:

8:00 AM - 4:30 PM

Tuesday:

8:00 AM - 4:30 PM

Wednesday:

8:00 AM - 4:30 PM

Thursday:

8:00 AM - 4:30 PM

Friday:

8:00 AM - 4:30 PM

Saturday:

Closed

Sunday:

Closed

Reviews

Nancy S:

"I'm very grateful to have Natali as my financial advisor. She has been there for me and my family to guide us with our investments and help us navigate through the current market. Unlike other financial advisors I have dealt with in the past, she has a very warm demeanor. She actually listens and cares to learn about what our current and retirement goals are and creates a plan on how we can meet them. I trust her and that's something that is hard for me to do, especially when it involves my money. Her knowledge and character shine."

almost 2 years ago