Edward Jones - Financial Advisor: Jacqueline Shohdy, CEPA® - Mission Viejo, California

Edward Jones - Financial Advisor: Jacqueline Shohdy, CEPA®

Edward Jones is a well-known financial services firm that has been serving clients for many years. At the Mission Viejo, CA location, you will find financial advisor Jacqueline Shohdy, CEPA®, who is ready to help you with all your financial needs.

Location and Accessibility

The Edward Jones office is located at 26440 La Alameda #380, Mission Viejo, CA 92691. It is conveniently situated near various amenities and is easily accessible by car. The office has a wheelchair accessible entrance, parking lot, and restroom, making it convenient for everyone to visit.

Services and Specialties

Jacqueline Shohdy, CEPA®, offers a range of financial services, including financial consulting, finance brokering, investment services, and stock brokering. As a CEPA® (Certified Exit Planning Advisor), she has the expertise to help business owners develop exit strategies that meet their financial and personal goals.

With her extensive experience and knowledge, Jacqueline Shohdy can provide personalized financial advice tailored to your unique situation. She can help you create a comprehensive financial plan that considers your short-term and long-term goals, risk tolerance, and lifestyle.

Appointments are recommended to ensure that you receive the personalized attention you deserve. You can schedule an appointment by calling the office at 9498601717 or visiting the website at edwardjones.com.

Client Reviews and Reputation

This company has an excellent reputation, with 4 reviews on Google My Business and an average rating of 5/5. Clients have praised Jacqueline Shohdy for her professionalism, expertise, and personalized service. They have appreciated her ability to explain complex financial concepts in simple terms and her commitment to helping them achieve their financial goals.

Recommendation

If you are looking for a trusted financial advisor who can help you navigate the complex world of finance, look no further than Edward Jones - Financial Advisor: Jacqueline Shohdy, CEPA®. With her expertise, personalized service, and commitment to helping you achieve your financial goals, you can feel confident that you are in good hands.

Don't wait to start planning for your financial future. Contact Jacqueline Shohdy today by visiting the website at edwardjones.com or calling the office at 9498601717. Take the first step towards achieving your financial goals today

Reviews of Edward Jones - Financial Advisor: Jacqueline Shohdy, CEPA®

Samin Zamanian (The Monarch Law group)

5/5

Jacqueline is an amazing financial planner and provides invaluable insight and direction for retirement planning. Her experience and integrity is top notch. If you are looking for a financial planner, look no further!

jeff starling

5/5

I have been working with Jacqueline for about 8 months now and she is one of the best financial advisers I have worked with. She is very attentive and extremely knowledgeable and she really cares. Highly recommend working with her.

Lesly Garcia

5/5

Jackie is a financial planner that cares about your finances and will give you the best advice to reach your financial goals and somebody who is super passionate about her job! Definitely recommend working with her ? !

Giovanni Benitez

5/5

Great financial advisor! Really cares about her clients and has great customer service. Highly recommend for your financial purposes. Thank you for your services!