Edward Jones - Financial Advisor: Josh Sun, CFP®|CEPA® - Chino Hills, California

Overview of Edward Jones Financial Advisor: Josh Sun, CFP®|CEPA®

If you're searching for a reliable and knowledgeable financial advisor, look no further than Josh Sun, a distinguished financial consultant with Edward Jones located at 14748 Pipeline Ave F, Chino Hills, CA 91709. With a dedicated approach to his clients' financial well-being, Josh stands out for his expertise in various financial services, including financial consulting, finance brokerage, investment services, and stock broking. His commitment to his clients is evident in his high ratings and the personalized guidance he provides.

Contact Information

- Phone: 909-597-9619
- Website: edwardjones.com

Facilities and Accessibility

Josh Sun's office is equipped with facilities that ensure accessibility for everyone. It features a wheelchair accessible entrance, parking lot, and restroom, making it convenient for clients who may require special accommodations. This attention to detail underscores Edward Jones's dedication to providing an inclusive environment for all its clients.

Client Recommendations and Opinions

Clients have praised Josh Sun's approach, noting his ability to make the often daunting process of financial planning feel straightforward and supportive. With an average opinion rating of 5/5 based on just two reviews on Google My Business, it's clear that many find him to be an exceptional advisor. His "no pressure" sales technique ensures that clients feel valued and understood, rather than pressured into making decisions. This creates a comfortable space for clients to explore their financial future with confidence.

Specialties and Services

Josh Sun's range of specialties includes:
- Financial Consulting
- Finance Brokerage
- Investment Services
- Stock Broking

These services are tailored to meet the diverse needs of clients, from saving for retirement to planning for life's milestones.

Recommendations for Prospective Clients

For anyone considering financial planning, it's highly recommended to schedule an appointment with Josh Sun. His welcoming demeanor and comprehensive financial advice can provide clarity and peace of mind. Given his high ratings and the personal touch he brings to his work, there's no better time to take the first step towards securing your financial future.

To learn more or to book a consultation, visit edwardjones.com or call 909-597-9619. Don't miss this opportunity to work with a financial advisor who prioritizes your needs and empowers you to make informed financial decisions. Remember, taking charge of your financial future starts with a single conversation, and Josh Sun is ready to be your guide.

This comprehensive overview highlights Josh Sun's expertise and the exceptional service he provides, making a compelling case for why anyone in the Chino Hills area should consider reaching out to him for their financial planning needs.

👍 Reviews of Edward Jones - Financial Advisor: Josh Sun, CFP®|CEPA®

Holly R.

5/5

My husband and I had never met with a financial advisor before. Josh Sun made the process easy, simplified his recommendations for us and educated us on why it is so important to plan not only for retirement but life along the way. We appreciated Josh's "no pressure" approach (we hate feeling like we are being sold something) and feel organized and confident that we are on the right path. Do not hesitate to meet with Josh Sun!

Peter R. J.

5/5

Don’t hesitate to consult with Josh Sun. I would highly recommend him. He is not ‘salesy’ and has an expertise and appreciation for finances. He puts things into perspective and wants what is best for your future. It’s an honor to send my clients his way.