Keywords: Financial edward jones financial advisor: jim moffatt ca

Edward Jones - Financial Advisor: Jim Moffatt - Paso Robles (CA)

Address: 🏡 2120 Golden Hill Rd #101, Paso Robles, CA 93446, USA
Phone : +1
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Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ3d6h8obF7IARaWJnCnQFQvY
#California

The Entrust Group - Santa Monica

Scott Griest Very easy to set up an account with them. Also have a great portal to enroll and customer service reps pick up the phone quickly. Happy client.
5 /5

Bank of America Financial Center - Clovis

P S We were told to see the counter person today about 1215. We waited as the female associate told us to have a seat and wait. We waited off to the side. After she was done with the person in front of us, she skips over us completely and takes the person that arrived after us. We had questions that the teller couldnt answer in the first place in which we were patiently waiting. We are greatly disappointed in Bank of America. We were considering moving my moms numerous assets over to B of A, but after todays experience we think not.
1 /5

Kings Federal Credit Union - Hanford

Daniel Hughes We love banking at the Kings Federal Credit Union. Especially friendly with HOA reserve accounts and CDs. Ashley and Janet were so helpful and made the transferring of funds so fast and easy!
5 /5