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Edward Jones - Financial Advisor: Mason G Mortimer, CFP® - Temecula, California

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 43390 Business Park Dr Suite 101, Temecula, CA 92590, United States.
Phone: 9516958844.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Restroom, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Edward Jones - Financial Advisor: Mason G Mortimer, CFP®

Edward Jones - Financial Advisor: Mason G Mortimer, CFP® 43390 Business Park Dr Suite 101, Temecula, CA 92590, United States

☎️9516958844

⏰ Open Hours of Edward Jones - Financial Advisor: Mason G Mortimer, 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–3 pm
  • Saturday: Closed
  • Sunday: Closed

Edward Jones - Financial Advisor: Mason G Mortimer, CFP®

Edward Jones - Financial Advisor: Mason G Mortimer, CFP® is a renowned financial services firm with a strong presence in Temecula, California. Located at 43390 Business Park Dr Suite 101, Temecula, CA 92590, United States, the firm offers top-notch personalized financial advice and investment solutions to clients in the area.

With a phone number of 9516958844, clients can easily reach out to Mason G Mortimer and his team for any inquiries or appointments. Moreover, their website, edwardjones.com, provides valuable information on their services, expertise, and contact details.

Specialties and Services

Edward Jones - Financial Advisor: Mason G Mortimer, CFP® specializes in a range of financial services, including:

  • Financial consultant
  • Finance broker
  • Investment service
  • Stock broker

Other Points of Interest

The firm takes pride in offering its clients a comfortable and accessible environment, featuring:

  • Wheelchair-accessible car park
  • Wheelchair-accessible toilet
  • Restroom
  • Appointments recommended

Opinions and Reviews

With a strong reputation in the area, Edward Jones - Financial Advisor: Mason G Mortimer, CFP® has received outstanding reviews from its clients, boasting an impressive average rating of 5/5 on Google My Business. One such review highlights the exceptional personalized service and genuine care provided by Mr. Mortimer: "Been with Mason for about 20 years. He loves people and he loves helping people retire and enjoy the good life. He treats people like they are members of the family." This sentiment is echoed by other clients who appreciate the firm's comprehensive knowledge and expertise in financial planning.

Final Recommendation

👍 Reviews of Edward Jones - Financial Advisor: Mason G Mortimer, CFP®

Edward Jones - Financial Advisor: Mason G Mortimer, CFP® - Temecula, California
Mister A.
5/5

Been with Mason for about 20 years. He loves people and he loves helping people retire and enjoy the good life. He treats people like they are members of the family. He has open houses and Christmas parties at his home and he calls and sings you happy birthday. He’s also a certified financial planner which shows that he knows his stuff. Thanks, Mason.

Edward Jones - Financial Advisor: Mason G Mortimer, CFP® - Temecula, California
Matthew P.
5/5

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