Edward Jones - Financial Advisor: Rosalyn Antonio, CFP® - Castro Valley, California

Address: 20980 Redwood Rd #120, Castro Valley, CA 94546, United States.
Phone: 5108863636.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 2.3/5.

📌 Location of Edward Jones - Financial Advisor: Rosalyn Antonio, CFP®

☎️5108863636

⏰ Open Hours of Edward Jones - Financial Advisor: Rosalyn Antonio, CFP®

Monday: 8 am–4:30 pm
Tuesday: 8 am–4:30 pm
Wednesday: 8 am–4:30 pm
Thursday: 8 am–4:30 pm
Friday: 8 am–4:30 pm
Saturday: Closed
Sunday: Closed

Edward Jones - Financial Advisor: Rosalyn Antonio, CFP®

Located at 20980 Redwood Rd #120, Castro Valley, CA 94546, United States, Edward Jones - Financial Advisor: Rosalyn Antonio, CFP® is a reputable financial services firm offering a wide range of solutions to help clients achieve their financial goals. With a phone number of 510-886-3636 and a user-friendly website, the firm is well-equipped to serve clients from various locations and backgrounds.

Specialties and Services

Specializing in financial consulting, finance brokering, investment services, and stock brokerage, Rosalyn Antonio and her team offer tailored solutions to meet diverse client needs. With a focus on personalized attention and a deep understanding of each client's unique financial situation, Edward Jones provides a comprehensive approach to wealth management.

Accessibility and Convenience

Boasting wheelchair-accessible parking, wheelchair-accessible entrance, and wheelchair-accessible restrooms, the firm ensures that all clients, regardless of their mobility, can easily access their services. To ensure a smooth experience, it is recommended to schedule an appointment in advance.

Client Opinions and Reviews

Edward Jones - Financial Advisor: Rosalyn Antonio, CFP® has garnered a total of 3 reviews on Google My Business, with an average rating of 2.3/5. Clients appreciate the personalized attention and assistance provided by Rosalyn and her team, such as helping clients avoid scams and providing guidance on managing retirement funds.

Michael Meighan, for example, stated that Rosalyn was incredibly helpful and made room in her schedule to assist his sister with setting up a new account and advising on options to ensure her funds last through retirement. Although the reviews are mixed, it is clear that Rosalyn and her team are dedicated to addressing their clients' needs and concerns.

Final Recommendation

For those seeking a reliable financial advisor who can provide personalized, comprehensive financial services, Edward Jones - Financial Advisor: Rosalyn Antonio, CFP® is a strong candidate. With a conveniently accessible location, a range of specialties, and a commitment to client satisfaction, this firm offers an excellent starting point for individuals seeking financial guidance.

To learn more about Edward Jones and the services they offer, visit their website or contact them directly at (510) 886-3636. Don't hesitate to take the first step towards securing your financial future by reaching out to Edward Jones - Financial Advisor: Rosalyn Antonio, CFP® today.

👍 Reviews of Edward Jones - Financial Advisor: Rosalyn Antonio, CFP®

Edward Jones - Financial Advisor: Rosalyn Antonio, CFP® - Castro Valley, California

Michael M.

5/5

Rosalyn was great help today. My sister was close to being scammed over the weekend and we had to move some funds fast, Rosalyn made room in her busy schedule to help her set up a new account and advised her of options to consider to make her funds last through retirement….
I will defiantly consider using Rosalyn once I’m able transfer my retirement account.
Sincerely Michael Meighan

Stephen W.

1/5

Rosalyn Antonio is a con artist that preys on the elderly. Completely shocked at the lack of professionalism, ethics and outright lies I listened to as this scammer tried to con my mother. AVOID AVOID AVOID. I don’t know if she is licensed but if so her license should and soon will be revoked. To blatantly lie to senior citizens and tell them their accounts are out of compliance as an excuse to generate fees and pretend they are compeled to disclose all other assets to you to try and move them under your incompetent management is rediculous. Hell has a special place for those that prey on the retired elderly like Rosalyn does.

Thomas W.

1/5

DO NOT USE this places services. Shockingly untrustworthy. Not sure how they are still in business or how Rosalyn Antonio has a job in this industry. Will most likely file a report with the BBB over what goes on at this place. Outrageous.