Edward Jones - Financial Advisor: Kristal Burton, CFP®|AAMS®

5.0
2 reviews

About

Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Location

Edward Jones - Financial Advisor: Kristal Burton, CFP®|AAMS®
7165 E University Dr, Mesa, AZ
85207, United States

Hours

Reviews

5.0
2 reviews
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  • GR
    golden red
    Oct 31, 2023
    5.0
    My husband and I cannot say enough good things about this office. Kristal and Katie have been with us for years in helping with hubby's Mom's investments at Edward Jones and even her IRAs from another company (that Chase bank is being very difficult in setting up an Inherited Trust Account using an EIN) which is what the IRA company requires to transfer from the IRA accounts into the Inherited Trust account. After Mom passed it has been so confusing. Even though hubby is Executor and Trustee of her Trust we seem to have hit a few roadblocks. We would not be able to get through all of this without these two ladies. Thank you so very much Kristal and Katie. Excited about finding out how hubby and I can get some investment setup with Edward Jones with you two ladies. You are soooooo very appreciated.
  • MM
    Michael Morgan
    Feb 19, 2021
    5.0
    It doesn't matter if you're a big or small client with this particular agent and branch of Edward Jones, they'll take good care of you and make you feel equally as special as anybody that comes in the door and they will always work with you, putting your interest first to achieve your goals.

Frequently Asked Questions About Edward Jones - Financial Advisor: Kristal Burton, CFP®|AAMS®

What financial services does Edward Jones - Financial Advisor: Kristal Burton offer?

They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies.

Where is Edward Jones - Financial Advisor: Kristal Burton located?

The office is located at 7165 E University Dr, Bldg 16 Ste 166, Mesa, AZ 85207, USA.