Edward Jones - Financial Advisor: Scott Patterson Jr, CFP®|AAMS®
3.73 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: Scott Patterson Jr, CFP®|AAMS®
1621 South Melrose Drive, Vista, CA
92081, United States
Reviews
3.7
3 reviews
5 stars
2
4 stars0
3 stars0
2 stars0
1 star
1
- KPkubtrmhew1 pmurtJan 4, 20221.0I have tried to reach Scott Patterson to discuss a durable power of attorney I hold for my mother. My mother is Mr. Patterson's client. I sent an email, called and left a message. Mr. Patterson has not responded. This is not good customer service.
- ETErik TylerMar 12, 20195.0Scott is the best! He always provides prompt, personal service. He is very knowledgeable and does a great job explaining the best investment options.
Frequently Asked Questions About Edward Jones - Financial Advisor: Scott Patterson Jr, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Scott Patterson Jr, CFP®|AAMS® offer?
The firm provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial consultations.
Where is Edward Jones - Financial Advisor: Scott Patterson Jr located?
It is located at 1621 South Melrose Drive, Ste E, Vista, CA 92081, USA.
How can I contact Scott Patterson Jr's Edward Jones office?
You can reach them at their main phone number +1 760-691-5227 or by email at scott.patterson@edwardjones.com.
Can I schedule a consultation online with Edward Jones - Scott Patterson Jr?
Yes, you can schedule a consultation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/scott-patterson/contact/.
Does Edward Jones offer mobile apps for managing investments?
Yes, Edward Jones provides apps for both Android and iOS devices available via the Google Play Store and Apple App Store respectively.
Are there other Edward Jones offices near Scott Patterson Jr's location?
Yes, there is another Edward Jones office nearby which also provides financial advising and services.
What nearby dining options are available around Edward Jones in Vista, CA?
Nearby dining options include Sushi On The Edge, Ho Won Express (Chinese fast food), Panda Wok (Chinese restaurant), and Rita's of Vista (ice cream and frozen yogurt). These are good choices to visit before or after your financial consultation.
Are there nearby banks or financial services close to Edward Jones in Vista?
Yes, nearby financial services include Citibank, Chase Bank, and a LibertyX Bitcoin ATM offering currency exchange services, helpful for additional banking needs in the area.
What health and wellness facilities are near Edward Jones - Scott Patterson Jr's office?
Nearby health facilities include Performance Chiropractic Center, Melrose Dental and Braces, Advanced Spine and Joint Care, and HearUSA for medical research and emergency services.
What industries is Edward Jones - Scott Patterson Jr experienced in?
The company specializes in financial advisory services, investment management, stock and bond brokerage, mutual funds, and financial consulting.