Edward Jones - Financial Advisor: Jessica L Leveroos, CFP® - Sonora, California

About Edward Jones - Financial Advisor: Jessica L Leveroos, CFP®

When seeking financial wisdom and guidance, Jessica L Leveroos, CFP® stands out as a beacon of financial expertise. As a dedicated financial advisor affiliated with Edward Jones, located at 13923 Mono Way, Sonora, CA 95370, Jessica brings over a decade of experience to her role. Her accessibility, including wheelchair accessible parking lot, restroom, and ensuring appointments are recommended, makes it convenient for clients of all needs to find expert advice.

Contact Information: For those needing immediate assistance or wish to schedule a consultation, Jessica can be reached at 209-532-3830. For more detailed information or to explore her services further, visiting her official Edward Jones page is highly recommended. This link not only provides a comprehensive overview of her services but also showcases her commitment to financial consulting, finance brokerage, and investment services.

Specialties

Jessica L Leveroos, CFP®, specializes in providing comprehensive financial consulting, brokerage services, and investment solutions. Her expertise ensures that clients receive personalized advice tailored to their unique financial situations. Whether it's managing investments, navigating the complexities of the stock market, or planning for future financial goals, Jessica leverages her skills to offer sound and strategic financial planning.

Client Testimonials

The glowing reviews from clients reflect Jessica's outstanding service. With testimonials like "We have used Jessi for many years and she has always been a great advisor," it's clear that her long-standing relationships with clients are built on trust and effective financial management. Her ability to adapt to market fluctuations, such as the 2008 crisis and current inflationary periods, has proven invaluable, ensuring her clients' assets are safeguarded and grow.

Accessibility and Appointments

Recognizing the importance of accessibility, Jessica offers appointments and recommends them for in-depth discussions. Although she has transitioned to virtual meetings with clients across distances, including those via Zoom, her dedication to personalized service remains unchanged. For those moving away from California or preferring the convenience of digital communication, Jessica's flexible approach ensures that professional financial advice is always within reach.

Considerations for Potential Clients

For anyone considering financial advice, Jessica Leveroos' track record of success and client satisfaction is hard to ignore. Her company, Edward Jones, stands out with an impressive average opinion of 5/5 on Google My Business. This speaks volumes about the quality of service clients can expect. Given her specialties and the positive feedback from years of service, it's clear that Jessica L Leveroos is not just an advisor but a trusted partner in your financial journey.

👍 Reviews of Edward Jones - Financial Advisor: Jessica L Leveroos, CFP®

Ross H.

5/5

We have used Jessi for many years and she has always been a great advisor. We moved all our money to EJ through Jessie and we have done very well. Through sound judgement Jessie placed or money in areas that kept us in good shape through the 2008 fiasco and the current inflationary period. We left California and have continued our relationship via periodic Zoom meetings and phone calls.