Edward Jones - Financial Advisor: Jaime P Molina, CFP® - Cary, North Carolina

Edward Jones - Financial Advisor: Jaime P Molina, CFP

Jaime Molina es un asesor financiero de Edward Jones que brinda servicios de consultoría financiera, brokerage de acciones y servicio de inversión a sus clientes en Cary, NC. Con su experiencia y conocimiento, ayuda a las personas a alcanzar sus objetivos financieros a largo plazo.

Especialidades

Financial consultant, Finance broker, Investment service, Stock broker.

Jaime Molina tiene una gran habilidad para explicar conceptos financieros complejos de manera clara y accesible, lo que lo convierte en un asesor financiero muy apreciado por sus clientes.

Otras características de la oficina

La oficina de Jaime Molina es wheelchair accessible, wheelchair accessible parking lot y wheelchair accessible restroom, lo que la hace accesible para todos los clientes.

Además, la oficina tiene un restroom disponible para los clientes.

Se recomienda hacer appointments con Jaime Molina para obtener consejos personalizados sobre su plan financiero.

Opiniones

Jaime Molina ha recibido 6 reviews en Google My Business, con una media de 5/5 estrellas.

Los clientes elogian la capacidad de Jaime para explicar conceptos financieros complejos de manera clara y accesible, y su confianza en la toma de decisiones financieras.

Jaime Molina también es un defensor de la importancia de la planificación financiera a largo plazo y ayuda a sus clientes a alcanzar sus objetivos financieros.

Dirección y contacto

Teléfono: 943-983-15, Website: edwardjones.com, Address: 2000 Regency Pkwy Ste 265, Cary, NC 27518.

👍 Reviews of Edward Jones - Financial Advisor: Jaime P Molina, CFP®

Matthew G.

5/5

Jaime Molina is our household name for financial planning. We run an insurance agency in Clayton as well and because of the experiences we've had with him with our own personal finances, everyone gets a recommendation to meet him and have him review their portfolio. The ability he has to bring everything into realm of understanding is so comforting and I feel very confident with Jaime at the helm of me and my clients finances.

Kerri-Lynn N.

5/5

Jaime goes above and beyond to ensure his clients are personally taken care of. He and Christy ensure we stay informed. We have been so impressed with the personalized financial review received, are confident with the accounts being handled, know that they truly care and are trusted partners in our family's financial wellbeing. I have been so impressed with the communication, smooth process of transferring accounts and the hand written cards received. Highly recommended!!

Shawna C.

5/5

Jaime and his team are extremely knowledgeable and provide excellent customer service. I highly recommend contacting him for a complimentary consultation. It could be the first step to creating a short term and long term game plan for your finances.

Casey L.

5/5

Jaime is very knowledgeable, resourceful and responsive. The whole team is very prompt and professional. It's been a pleasure to work with them.

David H.

5/5

Jaime is very easy to speak with, but always a true professional. I would highly recommend Jaime and Edward Jones to anyone in search of a financial advisor.

Katie M.

5/5