Edward Jones - Financial Advisor: Lucy McGuire, CFP®|AAMS®|CRPS™

★★★★★5.0 (3) Financial Services Saratoga

Business details

Category
Financial Services · Financial consultant, Investment service
Address
14375 Saratoga Ave Suite 105, Saratoga, CA 95070
Phone
(408) 868-4005
Website
edwardjones.com
County
Santa Clara County

Hours

  • Monday: 8:30 AM–5 PM
  • Tuesday: 8:30 AM–5 PM
  • Wednesday: 8:30 AM–5 PM
  • Thursday: 8:30 AM–5 PM
  • Friday: 8:30 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

About

Saratoga and Silicon Valley households turn to Edward Jones - Financial Advisor: Lucy McGuire, CFP®|AAMS®|CRPS™ for personal financial guidance that is clear, thoughtful and built around your goals. Our practice is based in Saratoga, serving families and individuals across Santa Clara County.

Our services center on investment and financial planning, helping you set a sound strategy and stay on track as your circumstances change. We are known for our professionalism, our genuine knowledge of financial matters and a friendly, open approach that makes complex decisions easier to understand.

Colleagues in the financial services field trust us enough to refer their own clients to us, which reflects the care we bring to every relationship.

To start a conversation about your financial plans, book through our booking page.