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Edward Jones - Financial Advisor: Scott Cayo, CFP®
9209 West Center Street, Wauwatosa, Wisconsin, United States
About the Edward Jones - Financial Advisor: Scott Cayo, CFP®
Edward Jones - Financial Advisor: Scott Cayo, CFP® is a reputable financial institution located at 9209 West Center Street in Wauwatosa, Wisconsin, United States. Scott Cayo, a Certified Financial Planner, provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial products and services to assist clients in planning for their future. Whether you are looking to save for retirement, invest for your children's education, or protect your assets, Scott Cayo and his team are dedicated to providing expert guidance and support every step of the way.
Photos of Edward Jones - Financial Advisor: Scott Cayo, CFP®
9209 W Center St, Wauwatosa, WI 53222, United States
Opening hours of Edward Jones - Financial Advisor: Scott Cayo, CFP®
Monday:
09:00 - 16:00
Tuesday:
09:00 - 16:00
Wednesday:
09:00 - 16:00
Thursday:
09:00 - 16:00
Friday:
09:00 - 15:00
Saturday:
Day off
Sunday:
Day off
Reviews of Edward Jones - Financial Advisor: Scott Cayo, CFP®
"I was referred to Scott by one of my best friends. I have worked with Scott over the last 12 years. He truely cares about his customers, remembers important life events and has great follow through on any request (investments, insurance, etc). I started with transferring over old 401K accounts to Traditional IRA. Now I have multiple products through Scott's agency. My husband switched his investments to Scott's office as well. He is very serious, a life long learner, funny and super honest. I would recommend Scott Cayo and Edward Jones. What are you waiting for? Call him."
"Scott is one of the most honest people I know. Ups and downs in my life but I never felt judged by him, more like I'm a person in the world with a life and a future and he has information and knowledge that can help me make sound decisions. However, to be honest, Scott's honesty is not why I went with Edward Jones. I first met him when he knocked on my front door one afternoon out of the blue, not selling anything, not even a clipboard or pen. He was helping out one of my neighbors, who was a (new-ish?) client of his. She needed me to come over or something and he was doing her a favor. ...unrelated to IRAs, stocks, bonds etc. My neighbor mentioned he was new in the area, worked for Edward Jones and would be setting up shop...like we lived in Mayberry. Anyhoo, I think I had a 401-K through work at the time, no other retirement plan but I knew I was at a "certain age" and I at least was ready to cringe and find out how bad my situatIon was. I admit, I am a hands-free retirement planner, meaning I am not into researching stocks, getting on the horn to buy low or sell high (which I think I learned from "Trading Places" - great movie!!) Anyhoo... Thanks to Scott, I have a plan in place and, quite simply, that's my top priority. I can't predict the economy but I have an advisor to help me keep my plan in place. So somewhere in all of that I'm trying to explain that it's never blanket trust. It's each, individual honest action that makes me say that Scott is one of the most honest people I know. He can keep my business and I recommend him. Well also I met his Mom very briefly once and I like her. How can you not trust people who have a nice mom?!"
"Scott cares about the success of his clients and their financial future. He really listens to his clients!"
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