Edward Jones - Financial Advisor: David Fricke - Yucaipa, California

Address: 11368 Bryant St Suite B, Yucaipa, CA 92399.
Phone: 9097902135.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 3.9/5.

📌 Location of Edward Jones - Financial Advisor: David Fricke

☎️9097902135

⏰ Open Hours of Edward Jones - Financial Advisor: David Fricke

Monday: 8:30 AM–4:30 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 PM
Saturday: Closed
Sunday: Closed

When considering financial guidance, Edward Jones - Financial Advisor: David Fricke stands out as a trusted professional. Located at 11368 Bryant St Suite B, Yucaipa, CA 92399, David Fricke offers a range of financial services including Financial Consultant, Finance Broker, Investment Service, and Stock Broker. His office is conveniently equipped with features that ensure accessibility for all, boasting a wheelchair accessible entrance, wheelchair accessible parking lot, wheelchair accessible restroom, and a restroom, demonstrating his commitment to inclusivity.

For those seeking personalized financial advice, it's crucial to note that David Fricke's contact information is readily available. You can reach him directly at 909-790-2135. His dedication to his clients is further highlighted by the fact that potential clients are advised to appointments recommended, ensuring a tailored experience.

David Fricke's professional presence is also online, with a detailed profile on edwardjones.com. This platform not only showcases his specialties but also allows clients to access reviews and further information about his services.

Clients have left a total of 7 reviews on Google My Business for David Fricke, contributing to an average opinion score of 3.9/5. This feedback indicates a generally positive experience among his clientele, suggesting a high level of client satisfaction and trustworthiness. However, it's always advisable to read the specifics of each review to get a well-rounded understanding of his services.

If you're looking for expert financial advice tailored to your needs, David Fricke's expertise in Financial Consulting and Investment Services could be invaluable. His wheelchair-accessible office ensures that your visit is as comfortable as the advice you receive. Given the mixed yet generally positive reviews, it's clear that he values his clients' experiences and strives to meet their expectations.

👍 Reviews of Edward Jones - Financial Advisor: David Fricke

Edward Jones - Financial Advisor: David Fricke - Yucaipa, California

Jeremy C.

5/5

My sincere appreciation for David and Vanessa for the outstanding investment strategies and services your team has provided to my wife and I. On multiple occasions, I have added and debited my investment account without encountering any objections, negative terms, or restrictive timelines. Each time, my requests were handled with the utmost professionalism and respect. Both of you have consistently returned my calls and executed my orders promptly, as per my instructions. Your attention to detail and adherence to such a high level of service is the reason I have entrusted Edward Jones with my investments over other firms I have explored. Thank you for your continued dedication to my accounts and others.

ildiko P.

5/5

In case you are looking to invest your money, don’t look any further. After we moved to the IE, we were so lucky and blessed to find David. He is available, extremely knowledgeable, patient and treats you like family. His new assistant Vanessa is eager to help with a lot of experience and knows the business well. They make a perfect professional team. To us, they are both five stars. Can’t recommend David high enough.

Allen M.

5/5

David is amazing at helping you plan for retirement, if you’re already in retirement, paying for college education, planning for the expected or even the unexpected. He’ll give you great advice on stocks, bonds, mutual funds, and even ETFs. He wants to find out what’s important to you. He has an established process.

Scott L.

1/5

Not so good. I have called several times in the last three weeks and asked to get a withdrawal. Each time it was a short conversation that left you thinking it was being taken care. But when I had not heard anything back I would call again to find that I had to do something else. First time; we will get a check out to you. Then I would call back and find out that the check was not sent yet but was being processed. Then it wasnt sent again but I was told if i wanted it sooner I could send them my bank information and they would direct deposit. Then I called back again and he was busy and could not call me for a few days. A few days later I got an email asking me to sign up for an account so I could sign some documents. Still no call. It seems he does not have time for the people who are not big investors. I also asked for a withdrawal from Fidelity investments. The conversation was 15 minutes. The funds were in my account in two days. Now that's customer service. I will update as soon as I have more info.

Jamie H.

5/5

David and Jill are great, always accommodating and there to help with great advice. David has helped me steer clear many times from spontaneous buys and it saved me thousands. Hope to be doing business with them for years to come.

Eva S.

5/5

Wonderful help--very kind, thorough, patient, and knowledgeable. It's a pleasure to go here!

me M.

1/5