Edward Jones - Financial Advisor: Yalin Piloto, CFP®|ChFC®|AAMS®

5.0
2 reviews
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Business Details

1347 Oakfield Drive, Brandon, FL
33511, United States
(813) 684-2519
https://www.edwardjones.com/us-en/financial-advisor/yalin-piloto
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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: Yalin Piloto, CFP®|ChFC®|AAMS®
1347 Oakfield Drive, Brandon, FL
33511, United States

Hours

Reviews

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  • AH
    Amyn Hirji
    Nov 6, 2023
    5.0
    I used to be a broker many years ago. After a couple of negative experiences with financial planners I met Yalin and I can say without hesitation that she is absolutely the best decision I have made regarding my investment strategy and retirement planning. Yalin is a FIDUCIARY which is a very specific and legally binding term ensuring your financial planner prioritizes your interests ahead of their own—not many planners have this designation but many will tell you they “subscribe to the fiduciary guidelines” which is code for the fact that they are not fiduciaries. Additionally, Yalin works with you on more than investments—she helps with benefit elections, she wants to strategize with your accountants, and she wants to ensure your assets are appropriately protected with trusts and wills and are properly insured. I highly recommend setting up a meeting with her so you can get a glimpse of the services and level of attention my family and I are getting from Yalin.
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Frequently Asked Questions About Edward Jones - Financial Advisor: Yalin Piloto, CFP®|ChFC®|AAMS®

What services does Edward Jones - Financial Advisor: Yalin Piloto offer?

They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial advice tailored to individual needs.

What are the regular business hours for Edward Jones - Financial Advisor: Yalin Piloto?

The office is open Monday to Thursday from 8:00 AM to 5:00 PM, Friday from 8:00 AM to 4:00 PM, and is closed on Saturdays and Sundays, except by appointment on Saturdays.