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Edward Jones - Financial Advisor: Andrew S Paul, CFP®|CEPA®|AAMS®
- Financial Services
- Arroyo Grande, CA
About this business
Location details
310 S Halcyon Rd Ste 103 Arroyo Grande, Arroyo Grande, CA, 93420, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 4:00 p.m. | |
| Tue | 9:00 a.m. to 4:00 p.m. | |
| Wed | 9:00 a.m. to 4:00 p.m. | |
| Thu | 9:00 a.m. to 4:00 p.m. | |
| Fri | 9:00 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
It would be difficult to find a more professional, knowledgeable and respectful financial advisor/planner than Andrew Paul. My portfolio is doing so well, that my only regret was not investing sooner. You can't go wrong by choosing Andrew and Trinity.
My experience working with Andrew Paul at Edward Jones has been great. He is very knowledgeable and his assistant Trinity has been very helpful. He and Trinity have made dealing with some financial issues & transition seamless and easy for me over the past few years. They understood my concerns and surpassed my expectations.
AAAMMAZING TEAM!! I can't say enough about the professionalism of this TEAM! Experienced, Knowledgeable, Trustworthy and Dedicated to his clients. Mr. Paul put in the Time and Effort to ensure we were successful once we decided to retire. We did in approximately 5 years what it takes most people a lifetime to do. He had additional suggestions that I wish I had taken earlier such as the Back Door Roth. I just can't express how happy I am with the end results in helping us reach our goals. We value and look forward to continui... read more
The previous financial advisor was amazing, as was his admin, he moved to Santa Maria, look for him! The new guy is ok, the major issue is his admin, Trinity! She is very rude and impatient and has no compassion for other people. We had to move out of the area for work and had a lot going on not just with new jobs but with finding housing and health issues. Trinity could not understand this and instead of working with us she dropped our account with out notice after 10 years at that location and almost 20 with EJ!! We were d... read more
Andrew Paul is amazing, professional and very knowledgeable. I would highly recommend him and your financial advisor.
Frequently asked questions about Edward Jones - Financial Advisor: Andrew S Paul, CFP®|CEPA®|AAMS®
How is Edward Jones - Financial Advisor: Andrew S Paul, CFP®|CEPA®|AAMS® rated?
Edward Jones - Financial Advisor: Andrew S Paul, CFP®|CEPA®|AAMS® has a 4.2 star rating with 5 reviews.
When is Edward Jones - Financial Advisor: Andrew S Paul, CFP®|CEPA®|AAMS® open?
Edward Jones - Financial Advisor: Andrew S Paul, CFP®|CEPA®|AAMS® is closed now. It will open at 9:00 a.m.
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