Edward Jones - Financial Advisor: Michael O Malone

3.4
5 reviews
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Business Details

305 E Matilija St, Ojai, CA
93023, United States
(805) 633-4746
https://www.edwardjones.com/us-en/financial-advisor/mike-malone
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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: Michael O Malone
305 E Matilija St, Ojai, CA
93023, United States

Hours

Reviews

3.4
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  • BH
    Barbara Harnett
    Oct 13, 2022
    1.0
    Don’t waste your time. THEY ARE NOT ACCEPTING NEW CLIENTS !?!? I called today asking to transfer my funds from a Ventura Edward Jones to this office. After detailing why I this wanted to make the switch, Lisa said that Mr Malone would call me back today. She never said that HE IS NOT ACCEPTING NEW CLIENTS ! I did not receive a call from Mr Malone but a call from my representative in Ventura. Mr Malone called him stating that he is not accepting new clients. I specifically asked if transferring from one Edward Jones to another was not allowed My question was not answered. I expected to have that conversation with Mr Malone NOT my rep in Ventura. Bottom line, don’t trust him. Why would they not say up front that they aren’t accepting new clients? Furthermore, what financial advisor doesn't accept new clients? It is how they make their bread and butter
  • WH
    William Huber
    Jul 30, 2019
    5.0
    I always feel like Mike has all the time in the world to help and meet with us! With over 25 years of experience, Mike answered all our questions and gave us sound advice. Our portfolio has performed very nicely since we began working with Mike and Edward Jones.
  • SR
    Sonia Rodarte
    Jul 24, 2019
    5.0
    Mike and Lisa are such friendly people. They got my account set up quickly. Since I'm new to the world of investing,they were able to explain everything so I know exactly what is happening with my investment. The office is located in the heart Ojai,so I dont have to drive out of the valley. I highly recommend coming to see them for your financial investment needs.
  • BH
    Bryant Huber
    Jul 24, 2019
    5.0
    Mike and Lisa helped me and my wife invest with confidence, grow our portfolio, and work toward buying a home in Ojai. If you are looking for a local financial advisor that cares about what is important to you, takes excellent care of his clients, and treats you like family, look no further!
  • DZ
    Dan Zee
    Dec 22, 2017
    1.0
    Bad advice the worst investment I have ever made was on the advice of Edward Jones Financial planner (collage savings plan)
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Frequently Asked Questions About Edward Jones - Financial Advisor: Michael O Malone

What services does Edward Jones - Financial Advisor: Michael O Malone offer?

The office provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, with a focus on tailored advice through face-to-face consultations.

What are the operating hours for Edward Jones - Financial Advisor: Michael O Malone?

The office is open Monday to Thursday from 8:30 AM to 4:00 PM, and Friday from 8:30 AM to 2:00 PM. It is closed on Saturdays and Sundays.