Edward Jones - Financial Advisor: Kailey N Craig, ChFC® - Simi Valley, California

Kailey N Craig is a Financial Advisor at Edward Jones, located at 2655 First St UNIT 140, Simi Valley, CA 93065. You can reach them by phone at 8053069488 or visit their website at edwardjones.com.

Kailey N Craig specializes in Financial Consulting, Finance Brokerage, Investment Services, and Stock Brokerage. Their office is equipped with wheelchair accessible parking and restrooms, and appointments are recommended.

The company has received 16 reviews on Google My Business with an average rating of 5/5, indicating high levels of customer satisfaction.

When looking for a financial advisor, it's important to consider their experience, qualifications, and areas of expertise. Kailey N Craig, with the designation ChFC®, is a knowledgeable and experienced financial advisor who can help you achieve your financial goals.

Whether you're looking to invest for retirement, manage your portfolio, or plan for your family's future, Kailey N Craig at Edward Jones can provide the personalized service and expert guidance you need.

Recommendation: Contact Kailey N Craig through their website to schedule an appointment and start working towards your financial goals today.

Reviews of Edward Jones - Financial Advisor: Kailey N Craig, ChFC®

Victoria Ward

5/5

Kailey is the best financial advisor ever! It was a no-brainer for me to start investing with her because I have known her for a long time and she is such a trustworthy and thoughtful person. As she has been guiding me through this process, she is thorough and collaborative in her recommendations, always prioritizing my goals. I recently got married, and my husband moved his investment accounts over to Kailey (he wasn't getting excellent support with his previous group). I love how accessible Kailey is via phone, email, video chat, or in person, especially as we currently live in Fresno. She has is special because she has such a passion for helping others achieve financial security and makes every effort to advance her knowledge to best support her clients.

Sean Schearer

5/5

Kailey is a true professional. She walked me and my wife through the process of protecting ourselves with life insurance. She made a very complicated process seems effortless and she was definitely looking out for my family's best interest and our future. I'd highly recommend Kailey to anyone looking for life insurance or needing her financial planning services.

Brandon Carver

5/5

My girlfriend and I recently sat down with Kailey, having no idea how to properly invest our money. Kailey was professional, knowledgeable and great at walking two novices through our various options without losing us in technical jargon. Her expertise gave us confidence in our decisions and assurance of knowing that our financial futures are in good hands. I would advise anyone looking to prepare for retirement to contact Kailey right away.

Kristin Gordon

5/5

Kailey is super professional and very knowledge. She makes you feel comfortable and in control of your finances, and provides a great perspective on how to manage savings without feeling like you're making any sacrifices. It's so comforting to know she's looking out for your best interest!

Mandy Russo

5/5

Kailey is the BEST financial planner. She's not only intelligent and knows what she's talking about - she also legitimately cares about making sure that you're protected and making the best financial decisions for your particular needs. She is constantly going above and beyond the day to day for her clients and will do the same for you.

Jim Lowry

5/5

Kailey Wagner, is more than just a financial advisor, she is intelligent, beautiful, jocular, insightful, and truly cares about her clients. I agree with all the other reviews of Kailey and say ditto. A simple trait, but one I put a lot of value on, is she calls me, tells me about a company and how what they're doing is going affect my portfolio. How many advisors do that on a regular basis? When she sees something happening within a sector, good or bad, she'll drop a phone call and tell me what's going on. I'm 77 years old and had a lot of big company financial advisors in those years. Kailey is without a doubt the one who has been the most professional and the most personal. She cares. You can't put a price on that.

Tim Velasquez

5/5

Kailey works hard to understand your needs and wants and will work diligently with you to formulate a plan to meet all your expectations! She never stops improving her practice and she will looks for every advantage to help you and your family with your financial goals. I highly recommend Kailey Wagner! 🙂

Kara Williams

5/5

Kailey is always so helpful and a pleasure to work with. She makes sure she stays up to date with the newest regulations and market trends so I don't have to worry about it. I trust Kailey explicitly and wouldn't want anyone else handling my retirement account.