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Edward Jones - Financial Advisor: Wes Carlson, CFP®|AAMS®
- Financial Services
- Pismo Beach, CA
About this business
Location details
300 James Way Suite 180, Pismo Beach, CA 93449, Pismo Beach, CA, 93449, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I have been investing with Wes for several years and Wes is one of the hardest working, most intelligent, and involved investment advisors on the central coast. His office manager Dru also reflects his ability to understand and communicate with people about the complexities of investment. When it comes to my nest egg he is the only person that I would trust to have my best interest at heart.
As a retired bank president and former Certified Financial Planner I was looking for a financial advisor to manage my investment portfolio since I no longer wanted to put in the time and effort to monitor markets, do research, and implement a retirement plan. I also needed someone that my spouse and family would be comfortable with if I were to become incapacitated. Fortunately, we found Wes Carlson, Financial Advisor and Andrea Smith, Sr. Branch Office Administrator at Edward Jones. They provide excellent service, attention... read more
Frequently asked questions about Edward Jones - Financial Advisor: Wes Carlson, CFP®|AAMS®
How is Edward Jones - Financial Advisor: Wes Carlson, CFP®|AAMS® rated?
Edward Jones - Financial Advisor: Wes Carlson, CFP®|AAMS® has a 5 star rating with 2 reviews.
When is Edward Jones - Financial Advisor: Wes Carlson, CFP®|AAMS® open?
Edward Jones - Financial Advisor: Wes Carlson, CFP®|AAMS® is closed now. It will open at 9:00 a.m.
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