Edward Jones - Financial Advisor: Jonathan M Lising, CFP®
About the Business
At Edward Jones - Financial Advisor: Jonathan M Lising, CFP®, located at 135 South State College Boulevard in Brea, California, you can trust in personalized financial guidance from a Certified Financial Planner. Whether you are planning for retirement, saving for a child's education, or looking to invest wisely, Jonathan M Lising and his team are dedicated to helping you achieve your financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is a trusted name in the finance industry. Visit us today to start planning for a secure financial future.
Photos
Location & Phone number
135 S State College Blvd Suite 360, Brea, CA 92821, United States
Hours open
Monday:
7:30 AM - 5:00 PM
Tuesday:
7:30 AM - 5:00 PM
Wednesday:
7:30 AM - 5:00 PM
Thursday:
7:30 AM - 5:00 PM
Friday:
7:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"We were referred to Jonathan by friends and are pleased that we were. He’s trustworthy, professional and responsive. We like how he checks in and listens to your questions…even if you asked it before but don’t quite understand. He has us on a great path for retirement. Thanks, Jonathan!"
"Jonathan is very knowledgeable, warm and provided great insights. And Jonathan was great to work with. He is professional, knowledgeable in financial planning and provided me with a wealth of insights in the areas of investment planning and retirement planning. He was available to work with me over zoom and was very flexible with my schedule, and open to answer questions I had on multiple topics."
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