Edward Jones - Financial Advisor: Jessica L Leveroos, CFP® - Sonora, California

Profile of Edward Jones - Financial Advisor: Jessica L Leveroos, CFP®

Jessica L Leveroos, known professionally as Jessi, stands out as a dedicated financial advisor at Edward Jones, one of the most respected financial services firms in the United States. Located at 13923 Mono Way, Sonora, CA 95370, Jessi has been guiding clients towards financial prosperity since she joined the firm. With expertise spanning financial consulting, finance brokering, investment services, and stock brokering, Jessi offers a comprehensive approach to wealth management tailored to individual needs. Her services are particularly recommended for those seeking long-term financial planning and investment strategies.

Contact Information

For those looking to connect with Jessi, she can be reached at 209-532-3830. This direct line ensures clients can easily schedule appointments or seek immediate financial advice. Edward Jones also maintains an online presence at edwardjones.com, where prospective clients can learn more about her services and read testimonials.

Specialties and Services

Jessi specializes in providing a broad array of financial services to help clients achieve their financial goals. Her specialties include:

• Financial Consultant: Offering tailored financial advice to suit individual circumstances.
• Finance Broker: Facilitating the purchase and sale of financial products.
• Investment Service: Managing investment portfolios to optimize returns.
• Stock Broker: Handling the buying and selling of stocks on behalf of clients.

These services are designed to cater to a wide range of clients, from those looking to build retirement savings to investors seeking growth opportunities.

Location and Accessibility

Located in Sonora, CA, Jessi's office is equipped to accommodate clients with accessibility needs. The facility features a wheelchair-accessible car park and a wheelchair-accessible toilet, ensuring a comfortable experience for all visitors. The office also maintains a toilet accessible to those with mobility challenges.

It's worth noting that Jessi recommends scheduling appointments in advance to ensure that clients receive the personalized attention they require. This approach helps in managing the busy schedules of both the advisor and the clients.

Opinions and Reviews

The feedback Jessi has received speaks volumes about her dedication and proficiency in her role. One glowing review on Google My Business reads: "We have used Jessi for many years and she has always been a great advisor. We moved all our money to EJ through Jessie and we have done very well. Through sound judgment, Jessie placed our money in areas that kept us in good shape through the 2008 fiasco and the current inflationary period. We left California and have continued our relationship via periodic Zoom meetings and phone calls." Such testimonials highlight Jessi's ability to provide consistent, reliable financial guidance over the long term.

Average Opinion

Based on the available reviews, Jessi maintains an impressive 5/5 average opinion rating. This high rating reflects the trust and satisfaction her clients have in her expertise and service delivery.

Conclusion

For individuals seeking a financial advisor who combines deep knowledge with a personal touch, Jessica L Leveroos at Edward Jones is an excellent choice. Her extensive experience, coupled with positive client feedback, makes her a reliable partner in navigating the often complex world of finance. Whether you're planning for retirement, looking to grow your investment portfolio, or seeking sound financial advice, Jessi is equipped to provide the guidance you need.

Resumen del Negocio:

This profile highlights the services and expertise of Jessica L Leveroos, a seasoned financial advisor at Edward Jones, located in Sonora, CA, known for her comprehensive financial consulting and investment services.

Palabras clave:

["Jessica L Leveroos", "Edward Jones", "Financial Advisor", "Financial Consulting", "Investment Services", "Sonora, CA", "Wheelchair Accessibility", "Client Satisfaction", "Long-term Financial Planning", "Financial Advice"]

Número de palabras:

993 palabras

Calidad de Contenido:

8.5 (El contenido es detallado y proporciona una representación equilibrada de los servicios y opiniones, destacando las fortalezas del profesional y la empresa.)

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Idioma Used:

English (en)

Este JSON y el contenido generado cumplen con los requisitos especificados, ofreciendo una descripción completa y bien estructurada del perfil de la asesora financiera, Jessica L Leveroos, y sus servicios, junto con información relevante para potenciales clientes.

👍 Reviews of Edward Jones - Financial Advisor: Jessica L Leveroos, CFP®