Edward Jones - Financial Advisor: David P Field, CFP®|CEPA®|AAMS™|CRPS™ - Fairview, Texas

Edward Jones - Financial Advisor: David P Field, CFP&#64|CEPA&#64|AAMS&#64|CRPS&#64

David P Field es un asesor financiero de Edward Jones con una amplia experiencia en la industria de la finanzas personales. Con una dirección en 430 S State Hwy 5, Fairview, TX 75069, David ofrece servicios de asesoramiento financiero, consultoría de inversiones y representación de acciones.

Especialidades

• Financial consultant
• Finance broker
• Investment service
• Stock broker

David es conocido por su enfoque personalizado y su capacidad para entender las necesidades individuales de cada cliente. Ha trabajado con una amplia variedad de clientes, desde jóvenes profesionales hasta jubilados, ayudándoles a alcanzar sus objetivos financieros.

Otras características

• Parking para vehículos con trazabilidad para sillas de ruedas
• Baño con trazabilidad para sillas de ruedas
• Entrada con trazabilidad para sillas de ruedas
• Baño con trazabilidad para sillas de ruedas

David ha recibido 13 reseñas en Google My Business, con una media de 4.5/5 estrellas. Sus clientes elogian su profesionalismo, su dedicación y su capacidad para explicar conceptos financieros de manera clara y sencilla.

Una de las cosas que destaca David es su capacidad para tomar el tiempo para entender las necesidades individuales de cada cliente y crear un plan personalizado para ayudarles a alcanzar sus objetivos financieros. También es conocido por su capacidad para proporcionar educación financiera y asesoramiento a los empleados de las empresas con las que trabaja.

David se ha basado en Edward Jones durante 10 años y está comprometido con brindar servicios de alta calidad a sus clientes. Si estás buscando un asesor financiero confiable y experimentado, David es una excelente opción.

Información de contacto

Teléfono: 9725485027

Website: edwardjones.com

👍 Reviews of Edward Jones - Financial Advisor: David P Field, CFP®|CEPA®|AAMS™|CRPS™

Brenda G.

5/5

David is a great financial advisor. He has provided insight and guidance to me and my family for over 10 years. He took time to discuss investing with my teenage daughter and also assisted with providing information to staff members at my work place. David and his team takes time to review all goals and provides a plan to help you achieve those goal. I appreciate all their help and support throughout the years! Great job and would highly recommend.

ward E.

5/5

David is the consummate professional. He has handled our financial planning for 10+ years and we couldn't be happier. During that time we transitioned from a more aggressive growth stage to retirement planning, and he has helped us get to a point where we don't have to worry about our financial future. He is smart, attentive, transparent, and always keeping us up to date with market conditions to insure we understand the impact on our planning. I highly recommend David to anyone looking for a financial planner.

Jim M.

5/5

David and his team have been our financial advisor for about 11 years. My wife and I are both retired now. He has been very supportive in keeping us informed of our accounts performance and recommendations for funds management during the hard times of Covid. We feel confident that our funds will be there for us and his team will respond to our needs. Keep up the good work!

Robin F.

5/5

We have had David as our Financial Advisor eleven years and couldn't be happier. He keeps us up to date on advise as the market changes, which has worked out very well.
We highly recommend him and his team.

Ryan A.

5/5

David Field has been a fantastic advisor and partner through our time working together. He takes the time to understand what is important to me and builds a tailored solution to help me reach my goals. I would recommend David to anybody who is serious about their financial future!

Justin Y.

5/5

Fantastic advisor and easy to work with. David gives me comfort knowing all my investments are handled appropriately and responsibly.

David S.

5/5

David has been our Financial Advisor for many years. The branch team is excellent. I feel very fortunate to be a client.

Myles A.

5/5

David has been my advisor for many years. He has been very professional in all aspects of marketing and retirement planning.