Edward Jones - Financial Advisor: Mallory A Reis, CEPA®|AAMS™|CRPS™
690 East Warner Road, Gilbert, AZ 85296
Hours open
Monday:
8:30 AM - 6:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 3:30 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
690 E Warner Rd Bldg 10 Suite 151, Gilbert, AZ 85296, United States
About the Business
Edward Jones - Financial Advisor Mallory A Reis, CEPA®, AAMS™, CRPS™ is a reputable finance institution located at 690 East Warner Road in Gilbert, Arizona, United States. Specializing in wealth management and financial planning, Mallory A Reis is a Certified Exit Planning Advisor (CEPA®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Plans Specialist (CRPS™). With a commitment to personalized service and tailored financial solutions, Edward Jones is dedicated to helping clients achieve their financial goals and secure their financial futures.
Reviews
"Thank you Mallory for keeping in touch, keeping us informed and truly caring about your clients."
"Thank you so much Mallory Reis ifor calming my fears and getting my money "making money," so one day I can retire comfortably. It is daunting to say the least and I have had other advisors who clearly were not in the game for me. Mallory on the other hand is the consummate professional and takes the time to educate and listen to what you need. Her follow up is spot on and I feel so taken care of like I was a customer with 5 million+ in the bank. Can't say enough about Mallory and Mary Beth Szabo her assistant!"
"Mallory, Mary-Beth and her whole team are great! Very thorough, friendly, and overall a pleasure to work with!!! Have been with Mallory and her team since 2015, and would recommend to anyone looking for a knowledgeable and caring financial planner."
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