Edward Jones - Financial Advisor: Moyses Muguira

3.7
3 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: Moyses Muguira
911 Price St., Pismo Beach, CA
93449, United States

Hours

Reviews

3.7
3 reviews
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2
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1 star
1
  • TF
    tanya freitas
    Aug 7, 2024
    5.0
    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.