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: Kailey N Craig, CFP®|ChFC®
2655 First Street, Simi Valley, CA
93065, United States
Hours
Reviews
5.0
16 reviews
5 stars
16
4 stars0
3 stars0
2 stars0
1 star0
- NCNicole CrutcherMar 15, 20235.0Kailey is incredibly professional and extremely responsive. We love working with her and her team.
- MRMandy RussoOct 31, 20175.0Kailey is the BEST financial planner. She's not only intelligent and knows what she's talking about - she also legitimately cares about making sure that you're protected and making the best financial decisions for your particular needs. She is constantly going above and beyond the day to day for her clients and will do the same for you.
- VWVictoria WardSep 10, 20175.0Kailey is the best financial advisor ever! It was a no-brainer for me to start investing with her because I have known her for a long time and she is such a trustworthy and thoughtful person. As she has been guiding me through this process, she is thorough and collaborative in her recommendations, always prioritizing my goals. I recently got married, and my husband moved his investment accounts over to Kailey (he wasn't getting excellent support with his previous group). I love how accessible Kailey is via phone, email, video chat, or in person, especially as we currently live in Fresno. She has is special because she has such a passion for helping others achieve financial security and makes every effort to advance her knowledge to best support her clients.
- KGKristin GordonAug 12, 20175.0Kailey is super professional and very knowledge. She makes you feel comfortable and in control of your finances, and provides a great perspective on how to manage savings without feeling like you're making any sacrifices. It's so comforting to know she's looking out for your best interest!
- TVTim VelasquezOct 8, 20165.0Kailey works hard to understand your needs and wants and will work diligently with you to formulate a plan to meet all your expectations! She never stops improving her practice and she will looks for every advantage to help you and your family with your financial goals. I highly recommend Kailey Wagner! :-)
Frequently Asked Questions About Edward Jones - Financial Advisor: Kailey N Craig, CFP®|ChFC®
What personalized investment services does Edward Jones - Financial Advisor: Kailey N Craig offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Kailey N Craig located?
The office is located at 2655 First Street, Suite 140, Simi Valley, CA 93065, United States.
What are the office hours for Edward Jones - Financial Advisor: Kailey N Craig?
The office is open Monday through Thursday from 8:00 AM to 4:00 PM, and Friday from 8:00 AM to 1:00 PM. It is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Kailey N Craig?
You can reach them by phone at +1 805-909-4302 or by email at kailey.craig@edwardjones.com.
Does Edward Jones - Financial Advisor: Kailey N Craig provide online resources or tools?
Yes, they offer a retirement savings calculator available on the Edward Jones website to help clients plan for retirement.
Which languages are spoken at Edward Jones - Financial Advisor: Kailey N Craig?
Services are provided in English.
How can I schedule a consultation with Edward Jones - Financial Advisor: Kailey N Craig?
You can book an appointment by visiting their contact reservation page at https://www.edwardjones.com/us-en/financial-advisor/kailey-craig/contact/.
What should clients visiting Edward Jones near First Street know about nearby real estate professionals?
Nearby real estate agents like Grant Lawley and Mary Ferris can assist clients interested in property investments or sales, making coordination between financial and real estate planning convenient.
Are there any nearby mortgage brokers that clients of Edward Jones can consult?
Yes, Oliver Cuevas at Rate and Greenback Funding are nearby mortgage brokers that clients might consider for home financing needs.
What other financial advisory services are located near Edward Jones - Financial Advisor: Kailey N Craig?
Nearby financial advisors such as Gregory Lewandowski and Periscope Money provide additional financial advising and investment services in the area, offering clients further support options.