Edward Jones - Financial Advisor: Mallory A Reis, CEPA®|AAMS™|CRPS™ - Gilbert, Arizona

Edward Jones - Financial Advisor: Mallory A Reis, CEPA®|AAMS™|CRPS™ is a well-established financial consulting firm located in Gilbert, Arizona. With a comprehensive range of financial services, this firm has built a reputation for providing personalized and expert financial advice to its clients.

Mallory A Reis, the lead financial advisor, is a seasoned professional with numerous certifications, including CEPA®, AAMS™, and CRPS™. These certifications demonstrate her expertise in financial planning, investment management, and retirement planning. With her extensive knowledge and experience, Mallory is dedicated to helping individuals and businesses achieve their financial goals.

The firm's address is 690 E Warner Rd Bldg 1

Reviews of Edward Jones - Financial Advisor: Mallory A Reis, CEPA®|AAMS™|CRPS™

Cynthia George

5/5

Thank you so much Mallory Reis ifor calming my fears and getting my money "making money," so one day I can retire comfortably. It is daunting to say the least and I have had other advisors who clearly were not in the game for me. Mallory on the other hand is the consummate professional and takes the time to educate and listen to what you need. Her follow up is spot on and I feel so taken care of like I was a customer with 5 million+ in the bank. Can't say enough about Mallory and Mary Beth Szabo her assistant!

M L

5/5

Mallory, Mary-Beth and her whole team are great! Very thorough, friendly, and overall a pleasure to work with!!! Have been with Mallory and her team since 2015, and would recommend to anyone looking for a knowledgeable and caring financial planner.

Donna S

5/5

Thank you Mallory for keeping in touch, keeping us informed and truly caring about your clients.