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
Moyses is amazing!! i’ve been with him for over 10 years. He contacts and updates me all the time. He calls me multiple times a year to review my account and make changes. He gives me advice that is always spot on. Even when life is super busy and I can’t always call him back he still calls me to make sure I’m doing good and to check in. I have referred multiple people to him and everyone absolutely loves him. If you want an advisor who is extremely involved, communicates and knows you personally this is the guy. During Covid, he called me all the time to ease my mind and help me make good decisions. I honestly would never leave him. Even when I’m not investing as much as previous years he still checks in on me regularly.
He’s easy to talk to, explains things well and always has the best advice.
PW
Paul Wolf
Jul 30, 2024
5.0
Moyses has been my advisor for several years now. I have had 4 advisors before him and can honestly say he is one of the easiest to work with. He listens to my input and concerns, while understanding my long term goals and asks questions about what I want now, and for retirement. With his guidance, I'm getting about a 20+% return and I can't ask for much more. He reaches out when opportunities become available and explains what's going on. I can't recommend him enough.
PG
Paul Goss
Apr 2, 2023
1.0
Years ago He recommended Wells Fargo at $35, I wanted JPMorgan at $55. Then he said Blackstone wasn’t worth holding at $37 which now sits near $100, JPMorgan now is at $130 while Wells Fargo sits at …you guessed it, $37
Frequently Asked Questions About Edward Jones - Financial Advisor: Moyses Muguira
What types of financial services does Edward Jones - Financial Advisor: Moyses Muguira provide?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and tailored face-to-face investment advice.
What are the office hours for Edward Jones - Financial Advisor: Moyses Muguira?
The office is open Monday to Friday from 9:00 AM to 4:00 PM and closed on weekends.
Where is Edward Jones - Financial Advisor: Moyses Muguira located?
The office is located at 911 Price St., Suite B, Pismo Beach, CA 93449, USA.
How can I contact Edward Jones - Financial Advisor: Moyses Muguira?
You can reach them by phone at +1 805-773-3900 or email moyses.muguira@edwardjones.com.
Does Edward Jones provide any online tools for financial planning?
Yes, they offer online tools like the Retirement Savings Calculator available on their website to help with retirement readiness.
Can I book an appointment with Moyses Muguira online?
Yes, appointments can be booked via their contact page at https://www.edwardjones.com/us-en/financial-advisor/moyses-muguira/contact/.
What is the primary language spoken at Edward Jones - Financial Advisor: Moyses Muguira?
Their services are primarily offered in English.
What nearby places in Pismo Beach might be of interest to someone visiting Edward Jones?
Nearby places include Valentina Suites and Valentina Inn & Villas for accommodations, and Tastes of the Valleys or Sans Liege Wines for wine tasting experiences.
Are there any nearby wellness or recreational studios close to Edward Jones in Pismo Beach?
Yes, Harmony House Yoga is a nearby yoga studio and gym ideal for relaxation or exercise before or after your financial consultation.
What local amenities near Edward Jones can help visitors with everyday needs?
Visitors can access Pismo Bob's True Value for hardware and home improvement supplies or Pismo Beach Optix for eyewear and optometrist services.