Edward Jones - Financial Advisor: Bob McMahon, CFP®|AAMS™ 8780 Auburn Folsom Road, Granite Bay, CA 95746
About the Business
Edward Jones - Financial Advisor: Bob McMahon, CFP®|AAMS™ is a reputable financial institution located at 8780 Auburn Folsom Road in Granite Bay, California, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Bob McMahon provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Bob McMahon, CFP®|AAMS™ is dedicated to helping individuals and families secure their financial future.
Photos
Location & Phone number
8780 Auburn Folsom Rd Suite 300, Granite Bay, CA 95746, 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
"Bob is like a good doctor: He assesses your condition, listens to your concerns, gathers some data, and only then recommends a course of action. I've never felt railroaded or snowed in his office. I think he really has my best interests at heart, which is a rare thing in the financial industry. Diana runs a tight ship and always has the answers I need in a cheerful and efficient way."
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- Financial Advisor
- Tax Advisor
- Tax Consultant
- Audit & Consulting
- 401K Plan Management
- 529 College Savings Plan
- Asset Management Specialist
- Business Owner Financial Planning
- Business Succession Planning
- Certified Financial Planner
- Diversified Investment Strategy
- Estate Planning
- Estate Tax Planning
- Family Financial Planning
- Financial Advisor California
- Financial Goal Achievement
- Financial Independence
- Financial Planning For Men
- Financial Planning For Women
- Individual Retirement Account
- Insurance Planning
- Invest For The Future
- Invest In College Savings
- Invest In Retirement
- Investment Advice
- Investment Portfolio Management
- Investment Strategies
- Long-Term Care Planning
- Long-Term Wealth Management
- Personalized Financial Planning
- Retirement Income Planning
- Retirement Planning
- Risk Management Services
- Small Business Financial Planning
- Small Business Financing Options
- Tax Planning
- Wealth Management Services
- Wealth Transfer Strategies
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