-
Edward Jones - Financial Advisor: Jeff W. Albert
Categories
Financial Advisors
- 22342 Avenida Empresa, Ste. 240 Rancho Santa Margarita CA 92688
- (949) 858-1006
- Send Email
- Visit Website
Hours:
Monday - Friday: 8am-5pm
Driving Directions:
https://www.google.com/maps/place/22342+Avenida+Empresa+Ste+240,+Rancho+Santa+Margarita,+CA+92688/@33.6384734,-117.6073261,17z/data=!3m1!4b1!4m6!3m5!1s0x80dcebafeee77601:0xd26df7ba4da84687!8m2!3d33.63
About Us
Full service broker and investment advisor. Members receive complementary consultation and financial plan. Businesses receive complementary 401K benchmark and consultation.
**About Me**
My goal is to humanize investing. While money can't buy happiness, it represents pride and accomplishment, and fuels our aspirations. We all have an emotional relationship with money, and during stressful times, logic often takes a backseat. That's where a financial advisor can help. I believe your money should serve your purpose, not the other way around. My aim is to help you maximize your potential, serve your purpose and achieve your life goals with confidence.
**Who I Serve Best**
I work best with clients who prefer a personal, customized approach to wealth strategies. My guidance is common-sense, straightforward and easy.Highlights
Images
Edward Jones - Jeff W. Albert
Edward Jones Logo
Hot Deals
Rep/Contact Info
View Personal BioJeff W AlbertEvery client receives a financial strategy tailored to their unique situation.
**My Commitment to You**
Serving your best interests, without exception, is a responsibility I take very seriously. I take the time to understand your goals, needs and current financial situation before making any recommendations. I will meet you where you are, on your terms, and keep you focused on what’s most important, especially during stressful times or major life changes.
I look forward to getting to know you.Jeff W AlbertFinancial Advisor- Phone: (949) 858-1006
- Send an Email
- 22342 Avenida Empresa, Ste. 240 Rancho Santa Margarita CA 92688
Tell a Friend