Edward Jones - Financial Advisor: Paul R Burton, CFP®|AAMS® - Mesa, Arizona

Edward Jones Financial Advisor: Paul R Burton, CFP®|AAMS®

Paul R Burton, a certified financial planner (CFP®) and aAMS® financial advisor, represents a cornerstone of Edward Jones' wealth management services. His professional designation signifies a commitment to comprehensive financial planning, adhering to rigorous ethical standards set by the CFP Board. As part of the esteemed Edward Jones network, Mr. Burton provides personalized financial guidance to individuals and families across the Mesa, Arizona area, with his office conveniently located at 5550 E McKellips Rd # 101.

Core Services and Expertise

Mr. Burton's expertise encompasses a wide array of financial services tailored to meet individual client needs. His specialties include:

• Financial Consulting: Offering strategic advice on long-term financial goals, budgeting, saving, and debt management.
• Finance Brokerage: Providing access to a diverse selection of investment options, including stocks, bonds, mutual funds, and retirement accounts, often leveraging Edward Jones' extensive market coverage.
• Investment Advisory: Developing customized investment portfolios aligned with clients' risk tolerance, time horizon, and financial objectives, utilizing both company resources and external investment choices.
• Stock Brokerage Services: Facilitating the buying and selling of individual stocks and other securities with a focus on client communication and market awareness.

Edward Jones, as a firm, emphasizes a fiduciary duty to its clients, meaning advisors like Mr. Burton are legally obligated to act in the client's best interest. This principle underpins the firm's approach to investment advice and financial planning.

Office Location and Contact Information

The Edward Jones Financial Advisor practice of Paul R Burton is situated at 5550 E McKellips Rd # 101 in Mesa, Arizona 85215, United States. This location places him within a key community hub, making his services accessible to residents and businesses in that region.

For those seeking to establish a relationship or schedule a consultation, direct contact can be made via phone at 4809241700. Alternatively, a detailed overview of Mr. Burton's services and background can be explored on Edward Jones' official website page dedicated to him, accessible at edwardjones.com. The digital presence offers insights into his professional background, areas of specialization, and client testimonials.

Accessibility and Practical Information

Edward Jones is committed to ensuring accessibility for all clients. The Mesa office features wheelchair-accessible facilities, including a car park and an accessible toilet, ensuring that physical barriers do not impede access to financial services. It is always recommended to book appointments in advance to guarantee personalized attention and availability, as reflected by the firm's advice regarding scheduling.

Client Feedback and Reputation

The practice maintains a strong reputation, evidenced by its average rating of 5/5 from two reviews on Google My Business. While the exact content of these reviews remains unspecified, the positive sentiment shared in some external feedback indicates high levels of client satisfaction. Clients commend Mr. Burton's dedication, attentiveness, and his apparent focus on client welfare, a sentiment echoed by the appreciation extended to the office manager, Mac, suggesting a harmonious and quality service environment.

For individuals seeking a financial advisor in the Mesa area, Edward Jones' Paul R Burton presents a professional, certified, and client-focused option. His comprehensive approach covers financial consulting, brokerage services, and investment strategies, all underpinned by Edward Jones' commitment to fiduciary duty and accessibility.

👍 Reviews of Edward Jones - Financial Advisor: Paul R Burton, CFP®|AAMS®

Pam B.

5/5

Paul is the best in the business. He is very attentive and always looks out for his clients. His office manager Mac is the same way which shows the quality of this office

Marcia C.

5/5