Edward Jones - Financial Advisor: Marisa Otto, CFP®
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 275 Tennant Ave Suite 205, Morgan Hill, CA 95037
- Phone
- (408) 778-4400
- Website
- edwardjones.com
- County
- Santa Clara County
Hours
- Monday: 8:30 AM–4 PM
- Tuesday: 8:30 AM–4 PM
- Wednesday: 8:30 AM–4 PM
- Thursday: 8:30 AM–4 PM
- Friday: 8:30 AM–12 PM
- Saturday: Closed
- Sunday: Closed
About
Based in Morgan Hill, Edward Jones - Financial Advisor: Marisa Otto, CFP® provides financial consulting and investment services for families and individuals across Morgan Hill and the South Bay. Our practice focuses on helping clients build a clear, long-term plan for their savings, investments and retirement goals.
We work with you to understand your priorities and explain each recommendation in plain language, so you always know where things stand. As a CFP® professional, we bring a planning-focused approach to every relationship, from first conversations through ongoing reviews.
Book a consultation through our booking page.
We work with you to understand your priorities and explain each recommendation in plain language, so you always know where things stand. As a CFP® professional, we bring a planning-focused approach to every relationship, from first conversations through ongoing reviews.
Book a consultation through our booking page.