Edward Jones - Financial Advisor: David S Peterson
12750 Carmel Country Road, San Diego, CA 92130
About the Business
Edward Jones - Financial Advisor: David S Peterson is a reputable finance institution located at 12750 Carmel Country Road in San Diego, California, United States. With a focus on providing personalized financial planning services, David S Peterson and his team strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to invest, save for retirement, or plan for your children's education, Edward Jones - Financial Advisor: David S Peterson offers expert advice and tailored solutions to meet your individual needs. Trust in their expertise and dedication to help you navigate the complexities of the financial world and make informed decisions for a secure financial future.
Photos
Location & Phone number
12750 Carmel Country Rd Ste 208, San Diego, CA 92130, United States
Hours open
Monday:
8:00 AM - 4:00 PM
Tuesday:
8:00 AM - 4:00 PM
Wednesday:
8:00 AM - 4:00 PM
Thursday:
8:00 AM - 4:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Five stars for David and his team! As a financial planner, David's friendly demeanor and forward-thinking approach have made all the difference for my family's financial journey. He's helped us exceed our goals and navigate choppy market waters with ease. And let's not forget about his assistant Hengameh – she's a pro at handling financial queries and keeping us on track with important dates. Couldn't recommend them enough!"
"I’ve worked with David and Hengameh exclusively for the past 10 years. Without exception, they have been exceptional on all level of customer support. As communicators, investment strategists and partners in reaching my financial goals, their performance has been beyond reproach. Simply stated, David pays attention. He knows the market and moves quickly to take advantage of opportunities. Every year, even during unexpected market depressions, his advice and guidance has been invaluable."
"My advisor David, staff and Edward Jones are amazing. Been loyal for 10 years and have really set me up in the best position for retirement. Highly recommend!!"
"Highly recommend! David takes the time to understand your unique financial aspirations and tailors a plan to help you achieve your goals. His approach is personalized, sincere, and professional."
"David is a great advisor and shapes his financial recommendations to meet each client’s goals. I highly recommend him to anyone needing financial guidance to meet their goals and wanting to grow their portfolio."
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