Edward Jones - Financial Advisor: Lucy McGuire, CFP®|AAMS™|CRPS™
14375 Saratoga Avenue, Saratoga, California, United States
About the Edward Jones - Financial Advisor: Lucy McGuire, CFP®|AAMS™|CRPS™
Edward Jones - Financial Advisor: Lucy McGuire, CFP®|AAMS™|CRPS™ is a reputable finance institution located at 14375 Saratoga Avenue in Saratoga, California, United States. Lucy McGuire, a Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Plans Specialist (CRPS™), offers expert financial advice and planning services to help clients achieve their financial goals. With a focus on personalized service and a comprehensive approach to financial planning, Lucy McGuire and the team at Edward Jones are dedicated to helping clients navigate the complexities of investing and retirement planning. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Edward Jones - Financial Advisor: Lucy McGuire is committed to providing you with the guidance and support you need to make informed financial decisions.
Photos of Edward Jones - Financial Advisor: Lucy McGuire, CFP®|AAMS™|CRPS™
14375 Saratoga Ave Suite 105, Saratoga, CA 95070, United States
Opening hours of Edward Jones - Financial Advisor: Lucy McGuire, CFP®|AAMS™|CRPS™
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Edward Jones - Financial Advisor: Lucy McGuire, CFP®|AAMS™|CRPS™
"I work in the financial services industry and am always glad to refer clients to Lucy. Her professional attitude, friendly and open demeanor and her knowledge set her apart from others in our industry. Lucy is truly one of the best!"
"Lucy is very knowledgeable, professional and helpful! She is a great resource as I financial advisor that I recommend to my clients!"
"Lucy McGwire is a true professional. Her knowledge of financial practices is top notch. I feel very comfortable referring all of my clients to Lucy for financial advice."
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