Edward Jones - Financial Advisor: Donald M Paul, CFP®|AAMS™ 3306 Kaliste Saloom Road, Lafayette, LA 70508
About the Business
Edward Jones - Financial Advisor: Donald M Paul, CFP®|AAMS™ is a reputable finance institution located at 3306 Kaliste Saloom Road in Lafayette, Louisiana, United States. With a focus on providing expert financial advice and planning services, Donald M Paul is a Certified Financial Planner (CFP®) and an Accredited Asset Management Specialist (AAMS™). Clients can trust in his expertise and experience to help them achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest wisely, or create a comprehensive financial strategy, Edward Jones - Financial Advisor: Donald M Paul, CFP®|AAMS™ is dedicated to providing personalized and professional service to meet your financial needs.
Photos
Location & Phone number
3306 Kaliste Saloom Rd, Lafayette, LA 70508, United States
Hours open
Monday:
08:30 - 16:30
Tuesday:
08:30 - 16:30
Wednesday:
08:30 - 16:30
Thursday:
08:30 - 16:30
Friday:
08:30 - 16:30
Saturday:
Closed
Sunday:
Closed
Reviews
"Don Paul with Edward Jones has been managing our our investments for 20 years. We have been very pleased. He keeps in regular contact with us and we sit down with him annually to evaluate our financial plans for the future. We have seen exceptional growth over the years and as we are nearing Retirement soon are grateful for all of the advice and guidance he has provided us over the years to help us retire at a young enough age to be able to enjoy life knowing we are financially secure. I highly recommend Don. Also great online access and evaluation / planning tools. Tami and Jim Beck"
"I have trusted Donald Paul for the past 5+ years with all of my retirement investments. He is very responsive to my inquires and follows through on my requests for information. Donald checks in with me periodically to report the status of my portfolio and meets with me annually to review my account. His staff is very friendly and proactive. I am very pleased with the performance of my accounts. I highly recommend his services."
"We have known Don Paul for 15 years, our neighbor recommended him. We have been extremely pleased with his professionalism, his suggestions and plans for our retirement. Don Paul is a more personal advisor and a more successful financial advisor than we have ever had with other companies in the past."
"Don Paul has been my advisor for 20+ years and he has guided me through my investments with terrific business acumen. His hands-on approach and friendly, personable demeanor is a positive plus. Thank you Don Paul for helping me reach my goals."
"Don has been my financial advisor for years. He is dedicated to the success of my portfolios, and is always available when I have an inquiry. Don's professionalism, and attention to detail, is the primary reason that my portfolios are in his care. His proven success is why they remain there. Highly recommend!!"
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