Elevate Advisors

Edward Jones - Financial Advisor: Richard P Frank, CFP® - Sacramento, California

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 2580 Fair Oaks Blvd Suite 16, Sacramento, CA 95825, United States.

Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Edward Jones - Financial Advisor: Richard P Frank, CFP®

Edward Jones - Financial Advisor: Richard P Frank, CFP® 2580 Fair Oaks Blvd Suite 16, Sacramento, CA 95825, United States

Edward Jones - Financial Advisor: Richard P Frank, CFP®

Edward Jones is a well-known financial services firm with a branch located at 2580 Fair Oaks Blvd Suite 16, Sacramento, CA 95825, United States. The branch is managed by financial advisor Richard P Frank, who holds the prestigious Certified Financial Planner (CFP) certification.

Richard Frank specializes in providing comprehensive financial consulting services, including finance brokerage, investment services, and stock brokerage. His expertise and experience have made him a go-to advisor for many in the Sacramento area.

Key Features and Services

  • Financial consultant: Richard Frank offers personalized financial planning tailored to each client's unique needs and goals.
  • Finance broker: He helps clients navigate the financial market, finding the best options for their investments.
  • Investment service: Richard provides guidance on various investment opportunities to help clients grow their wealth.
  • Stock broker: He assists clients in making informed decisions regarding stock investments.

Accessibility and Convenience

  • Wheelchair-accessible car park: The branch offers easy access for clients with mobility issues.
  • Wheelchair-accessible entrance: The office entrance is wheelchair-friendly.
  • Wheelchair-accessible toilet: A wheelchair-accessible toilet is available on-site for clients' comfort.
  • Toilet: Standard toilet facilities are also available.
  • Appointments recommended: Although walk-ins may be accommodated, it is advisable to schedule an appointment for a more personalized experience.

Client Opinions and Reviews

This financial advisory firm has garnered a strong reputation among its clients. With a rating of 5/5 based on 2 reviews on Google My Business, it's clear that clients appreciate the high-quality service provided by Richard Frank and his team. Clients often praise Richard's knowledge, honesty, and helpfulness, making him a reliable and trustworthy advisor.

One satisfied client shared, 'I have known, worked with, and referred Rich for years and always been pleased with his service. He is knowledgeable, honest, and as helpful as anybody I have met. If looking for an advisor, Rich should be on your list of advisors to meet.'

With a strong commitment to client satisfaction and a solid track record of success, Edward Jones - Financial Advisor: Richard P Frank, CFP® is an excellent choice for anyone seeking professional financial advice in Sacramento, CA.

👍 Reviews of Edward Jones - Financial Advisor: Richard P Frank, CFP®

Edward Jones - Financial Advisor: Richard P Frank, CFP® - Sacramento, California
Harold N.
5/5

I have known, worked with and referred Rich for years and always been pleased with his service. He is knowledgeable, honest and as helpful as anybody I have met. If looking for an advisor, Rich should be on your list of advisors to meet.

Edward Jones - Financial Advisor: Richard P Frank, CFP® - Sacramento, California
Dulse R.
5/5

Go up