Edward Jones - Financial Advisor: Kristal Burton, CFP®|AAMS™ 7165 East University Drive, Mesa, AZ 85207
About the Business
Edward Jones - Financial Advisor: Kristal Burton, CFP®|AAMS™ is a trusted financial institution located at 7165 East University Drive in Mesa, Arizona. Specializing in personalized financial planning and investment strategies, Kristal Burton, a Certified Financial Planner and Accredited Asset Management Specialist, provides expert advice and guidance to help clients achieve their financial goals. With a commitment to professionalism and integrity, Edward Jones offers a wide range of financial services to individuals, families, and businesses in the Mesa area. Whether you are planning for retirement, saving for education, or building wealth, Kristal Burton and the team at Edward Jones are dedicated to helping you make informed decisions and secure your financial future.
Photos
Location & Phone number
7165 E University Dr Bldg 16 Ste 166, Mesa, AZ 85207, United States
Hours open
Monday:
9:00 AM - 4:00 PM
Tuesday:
9:00 AM - 4:00 PM
Wednesday:
9:00 AM - 4:00 PM
Thursday:
9:00 AM - 4:00 PM
Friday:
9:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"My husband and I cannot say enough good things about this office. Kristal and Katie have been with us for years in helping with hubby's Mom's investments at Edward Jones and even her IRAs from another company (that Chase bank is being very difficult in setting up an Inherited Trust Account using an EIN) which is what the IRA company requires to transfer from the IRA accounts into the Inherited Trust account. After Mom passed it has been so confusing. Even though hubby is Executor and Trustee of her Trust we seem to have hit a few roadblocks. We would not be able to get through all of this without these two ladies. Thank you so very much Kristal and Katie. Excited about finding out how hubby and I can get some investment setup with Edward Jones with you two ladies. You are soooooo very appreciated."
"It doesn't matter if you're a big or small client with this particular agent and branch of Edward Jones, they'll take good care of you and make you feel equally as special as anybody that comes in the door and they will always work with you, putting your interest first to achieve your goals."
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