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Edward Jones - Financial Advisor: Wesley S Carlson, AAMS®

300 James Way #180, Pismo Beach, CA 93449, USA
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Detailed Information
Openning hours
  • Monday 9:00 AM – 4:00 PM
  • Tuesday 9:00 AM – 4:00 PM
  • Wednesday 9:00 AM – 4:00 PM
  • Thursday 9:00 AM – 4:00 PM
  • Friday 9:00 AM – 4:00 PM
  • Saturday Closed
  • Sunday Closed
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Edward Jones - Financial Advisor: Wesley S Carlson, AAMS®
Edward Jones - Financial Advisor: Wesley S Carlson, AAMS®
Edward Jones - Financial Advisor: Wesley S Carlson, AAMS®
Reviews
Tom “Tomás” Dowlan (10/05/2020)
As a retired bank president and former Certified Financial Planner I was looking for a financial advisor to manage my investment portfolio since I no longer wanted to put in the time and effort to monitor markets, do research, and implement a retirement plan. I also needed someone that my spouse and family would be comfortable with if I were to become incapacitated. Fortunately, we found Wes Carlson, Financial Advisor and Andrea Smith, Sr. Branch Office Administrator at Edward Jones. They provide excellent service, attention to details, outstanding advice, and good results. Best of all, Wes has provided peace of mind during difficult and challenging times and the family loves working with him and Andrea! Highly recommended!!
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