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Edward Jones - Financial Advisor: Michael O Malone, CFP®
305 East Matilija Street, Ojai, California, United States
About the Edward Jones - Financial Advisor: Michael O Malone, CFP®
Edward Jones - Financial Advisor: Michael O Malone, CFP® is a finance institution located at 305 East Matilija Street in Ojai, California, United States. Michael O Malone is a Certified Financial Planner who provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and understanding each client's unique needs, Edward Jones offers a comprehensive range of investment options and strategies. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Michael O Malone and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Photos of Edward Jones - Financial Advisor: Michael O Malone, CFP®
305 E Matilija St # D, Ojai, CA 93023, United States
Opening hours of Edward Jones - Financial Advisor: Michael O Malone, CFP®
Monday:
08:30 - 16:00
Tuesday:
08:30 - 16:00
Wednesday:
08:30 - 16:00
Thursday:
08:30 - 16:00
Friday:
08:30 - 14:00
Saturday:
Closed
Sunday:
Closed
Reviews of Edward Jones - Financial Advisor: Michael O Malone, CFP®
"Bad advice the worst investment I have ever made was on the advice of Edward Jones Financial planner (collage savings plan)"
"Don’t waste your time. THEY ARE NOT ACCEPTING NEW CLIENTS !?!? I called today asking to transfer my funds from a Ventura Edward Jones to this office. After detailing why I this wanted to make the switch, Lisa said that Mr Malone would call me back today. She never said that HE IS NOT ACCEPTING NEW CLIENTS ! I did not receive a call from Mr Malone but a call from my representative in Ventura. Mr Malone called him stating that he is not accepting new clients. I specifically asked if transferring from one Edward Jones to another was not allowed My question was not answered. I expected to have that conversation with Mr Malone NOT my rep in Ventura. Bottom line, don’t trust him. Why would they not say up front that they aren’t accepting new clients? Furthermore, what financial advisor doesn't accept new clients? It is how they make their bread and butter"
"I always feel like Mike has all the time in the world to help and meet with us! With over 25 years of experience, Mike answered all our questions and gave us sound advice. Our portfolio has performed very nicely since we began working with Mike and Edward Jones."
"Mike and Lisa are such friendly people. They got my account set up quickly. Since I'm new to the world of investing,they were able to explain everything so I know exactly what is happening with my investment. The office is located in the heart Ojai,so I dont have to drive out of the valley. I highly recommend coming to see them for your financial investment needs."
"Mike and Lisa helped me and my wife invest with confidence, grow our portfolio, and work toward buying a home in Ojai. If you are looking for a local financial advisor that cares about what is important to you, takes excellent care of his clients, and treats you like family, look no further!"
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