Edward Jones - Financial Advisor: Anna Li Castro, AAMS™|CRPC™ - Whittier, California

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Introduction to Anna Li Castro, Edward Jones Financial Advisor

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Edward Jones is a well-established and reputable firm offering comprehensive financial services to individuals and families. Anna Li Castro, AAMS™|CRPC™, serves as a dedicated Financial Advisor at the Whittier, California branch, located at 15111 Whittier Blvd # 380, Whittier, CA 90603. Her contact number is Phone: 5629435787, and clients can access more information and resources through her website: Website: edwardjones.com. Anna specializes in providing personalized financial guidance, acting as a Financial Consultant, Finance Broker, and offering robust Investment Services, including assistance with Stock Brokerage.

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Anna’s Areas of Expertise

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Anna’s approach to financial advising is rooted in building long-term relationships. She focuses on understanding each client’s unique circumstances, goals, and risk tolerance. Her expertise encompasses a broad range of financial services, including:

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• Retirement Planning: Helping clients develop strategies to ensure a comfortable and secure retirement.

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• Investment Management: Creating and managing diversified investment portfolios tailored to individual needs and timelines.

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• Education Savings Plans: Assisting families in saving for their children’s educational expenses.

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• Estate Planning: Working with clients to establish strategies for managing and transferring their assets.

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• Insurance Planning: Evaluating insurance needs to protect clients and their families from financial risks.

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Anna consistently emphasizes a collaborative approach, working closely with clients to navigate the complexities of the financial landscape. She takes pride in offering clear, unbiased advice and ensuring clients feel informed and confident in their financial decisions.

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Location and Accessibility

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The Edward Jones branch in Whittier provides a convenient location for clients in Southern California. The office is situated at 15111 Whittier Blvd # 380, Whittier, CA 90603. Wheelchair accessible parking lot and wheelchair accessible restroom are available on-site, demonstrating a commitment to inclusivity and accessibility. Appointments are recommended to ensure dedicated time and personalized attention. Clients can schedule appointments by calling the office directly.

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Client Feedback and Reputation

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Feedback from clients consistently highlights Anna’s dedication and professionalism. The company maintains 2 reviews on Google My Business, both of which reflect overwhelmingly positive experiences. These reviews frequently mention her willingness to go above and beyond to assist clients, providing detailed explanations and spending considerable time addressing their concerns – even without a scheduled appointment, as one client reported, dedicating over an hour to their needs. The sentiment suggests a strong emphasis on client service and a genuine desire to build trust. The positive feedback suggests an average opinion of 5/5. It’s clear that clients value her responsiveness, knowledge, and commitment to their financial well-being. The willingness to dedicate extra time without an appointment speaks volumes about her dedication.

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Additional Points of Interest

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Beyond accessibility, the office offers a restroom for client comfort. It is advisable to call ahead to confirm availability and to schedule an appointment to maximize the value of the consultation. Anna and the team at Edward Jones are dedicated to providing a supportive and informative environment for all clients.

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Contacting Anna Li Castro

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To schedule an appointment or discuss your financial needs, please contact Anna Li Castro at Phone: 5629435787 or visit her website at Website: edwardjones.com. We encourage prospective clients to reach out and explore how Anna can help them achieve their financial goals.

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👍 Reviews of Edward Jones - Financial Advisor: Anna Li Castro, AAMS™|CRPC™