Edward Jones - Financial Advisor: Lucy McGuire, CFP®|AAMS®|CRPS™
5.03 reviews
Business Details
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: Lucy McGuire, CFP®|AAMS®|CRPS™
14375 Saratoga Ave, Saratoga, CA
95070, United States
Hours
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- CPChuck PageMar 9, 20235.0I work in the financial services industry and am always glad to refer clients to Lucy. Her professional attitude, friendly and open demeanor and her knowledge set her apart from others in our industry. Lucy is truly one of the best!
- EPelayne paceNov 22, 20225.0Lucy is very knowledgeable, professional and helpful! She is a great resource as I financial advisor that I recommend to my clients!
- DCDavid ContiSep 26, 20225.0Lucy McGwire is a true professional. Her knowledge of financial practices is top notch. I feel very comfortable referring all of my clients to Lucy for financial advice.
Frequently Asked Questions About Edward Jones - Financial Advisor: Lucy McGuire, CFP®|AAMS®|CRPS™
What services does Edward Jones - Financial Advisor: Lucy McGuire offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial advice.
Where is Edward Jones - Financial Advisor: Lucy McGuire located?
The office is located at 14375 Saratoga Ave, Suite 105, Saratoga, CA 95070, United States.
What are the office hours for Edward Jones - Financial Advisor: Lucy McGuire?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on weekends.
How can I contact Lucy McGuire at Edward Jones?
You can reach Lucy McGuire via email at lucy.mcguire@edwardjones.com or by phone at +1 408-358-3238.
Does Edward Jones - Financial Advisor: Lucy McGuire offer online tools for retirement planning?
Yes, they provide a retirement savings calculator available on their website to help clients prepare for their financial future.
Can I book a consultation with Lucy McGuire online?
Yes, appointments can be scheduled through their contact webpage at https://www.edwardjones.com/us-en/financial-advisor/lucy-mcguire/contact/
What languages are spoken at Edward Jones - Financial Advisor: Lucy McGuire's office?
English is the language spoken at the office.
Are there any nearby real estate services close to Edward Jones - Financial Advisor: Lucy McGuire?
Yes, nearby real estate services include JMH RADIO, G & G McCandless Properties, and James Morris Homes, which clients might find useful when considering property investments.
What health and medical facilities are near Edward Jones - Financial Advisor: Lucy McGuire?
Nearby health-related facilities include Daniel Erdman MD, Prime Time Of Life radiology center, and Salazar Chiropractic for medical and wellness needs.
Are there any convenient services close to Edward Jones in Saratoga for clients?
Yes, clients can find nearby services such as the Old Post Office bar, the 76 gas station, and New West Limousine airport shuttle for convenience before or after appointments.