Edward Jones - Financial Advisor: Justin Gomez, CFP®|CIMA® - Napa, California

Address: 1721 1st St, Napa, CA 94559, United States.
Phone: 7079273397.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Wheelchair-accessible entrance, Restroom, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 3/5.

📌 Location of Edward Jones - Financial Advisor: Justin Gomez, CFP®|CIMA®

☎️7079273397

⏰ Open Hours of Edward Jones - Financial Advisor: Justin Gomez, CFP®|CIMA®

Monday: 9 am–5 pm
Tuesday: 9 am–5:30 pm
Wednesday: 9 am–5:30 pm
Thursday: 9 am–5:30 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

Edward Jones - Financial Advisor: Justin Gomez, CFP®|CIMA®

Justin Gomez es un asesor financiero con sede en Edward Jones, ubicado en Napa, California, en la dirección 1721 1st St, Napa, CA 94559, United States. Puede comunicarse con él a través del teléfono 7079273397 o visitar su página web en edwardjones.com.

Como asesor financiero, Justin Gomez ofrece los siguientes servicios:

Asesoramiento financiero

Broker de valores

Servicio de inversión

Broker de acciones

Este profesional tiene experiencia en ayudar a los clientes a lograr sus objetivos financieros a largo plazo. Tiene una gran experiencia en el mercado de valores y está comprometido con brindar servicios personalizados a cada uno de sus clientes.

Características y comodidades

Está ubicado en un entorno accesible para personas con discapacidades, con un parking para vehículos con discapacidad, toiletas accesibles y entrada accesible.

Los clientes pueden reservar una cita con anticipación.

Opiniones y calificación

Justin Gomez ha recibido una calificación promedio de 3/5 según las opiniones de los clientes en Google My Business. Los clientes elogian su servicio personalizado, su capacidad para explicar los conceptos financieros de manera sencilla y su dedicación a ayudarles a lograr sus objetivos.

Los clientes expresan su satisfacción con la atención proporcionada por Justin y Jennifer, destacando su amabilidad, profesionalismo y capacidad para hacer que el proceso de inversión sea menos estresante. Su compromiso con las mejores prácticas y su dedicación a ayudar a sus clientes a alcanzar sus objetivos financieros son aspectos que los convierten en un asesor financiero confiable y recomendado.

Recomendación

Si estás buscando un asesor financiero que te brinde atención personalizada y te ayude a lograr tus objetivos financieros, contacta con Justin Gomez en Edward Jones a través de su página web. Con su experiencia y dedicación, estará encantado de ayudarte a encontrar la mejor solución financiera para ti.

👍 Reviews of Edward Jones - Financial Advisor: Justin Gomez, CFP®|CIMA®

Edward Jones - Financial Advisor: Justin Gomez, CFP®|CIMA® - Napa, California

Julia R.

5/5

Justin and Jennifer are both delightful to work with! Justin has managed our account for the past two years with great success. They follow up with us regularly and keep us informed as the market changes. The thoughtful cards and gifts they deliver throughout the year are a nice touch, Justin even delivered an apple pie to our house for July 4th! Investing can be overwhelming and scary but Justin Gomez makes it easy to understand and, even better make a nice return. Jennifer is incredibly helpful and friendly. We are so happy to be here!

Anne A.

1/5

When I called Mr. Gomez office I had the misfortune to get Jennifer on the line. She laughed at my statements and ended the call. I decided her boss should be aware of my experience. I called back and told her I would like to speak to her boss, She refused, i pressed further and said will I have to email him and she said “go ahead but I will not give you his email”she then apologized by saying “I am so sorry I laughed but you sounded so miserable that I laughed” I responded you laugh at others Misery? She was making a bad situation worse.

I simply called to ask a questions to see if possibly my financial advisor was a rare bread in lack of customer service. Unfortunately it is how they are trained if Jennifers behavior is acceptable.

I regret ever putting my money with this company.

I will be surprised if Mr. Gomez calls me back, Jennifer was confident that he would not be able to help me with my simple questions. I wanted to interview Mr. Gomez to see if I could move my money to him with confidence.

One would think that ALL Edward Jones employees would be familiar with the protocol of their business and able to answer a quick question about moving money. Jennifer was confident that Mr. Gomez would not know how to do this simple task.

If the CEO of Edward Jones sees this review It would be wonderful to speak to someone who is interested in keeping a client happy and trying to hold on to the account.

Sincerely, Anne Aldridge