Edward Jones - Financial Advisor: Curtis P Mallery - Plainfield, Indiana
Address: 4310 Saratoga Pkwy Ste 200, Plainfield, IN 46168, United States.
Phone: 3178380870.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, 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: Curtis P Mallery
⏰ Open Hours of Edward Jones - Financial Advisor: Curtis P Mallery
- Monday: 8 am–4:30 pm
- Tuesday: 8 am–4:30 pm
- Wednesday: 8 am–4:30 pm
- Thursday: 8 am–4:30 pm
- Friday: 8 am–4:30 pm
- Saturday: Closed
- Sunday: Closed
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Edward Jones - Financial Advisor: Curtis P Mallery
Overview: Curtis P. Mallery stands out as a dedicated financial advisor with a strong track record of building and managing clients' financial portfolios. Located at 4310 Saratoga Pkwy Ste 200, Plainfield, IN 46168, Curtis offers a personalized approach to financial consulting, brokerage, and investment services. His expertise spans financial consulting, finance brokerage, investment services, and stock brokering, making him a versatile asset for clients seeking comprehensive financial solutions.
Contact Information: For those looking to connect with Curtis, the office can be reached at Phone: 3178380870. His official website, edwardjones.com/curtis-mallery, provides further insights into his services and credentials.
Specialties: Curtis P. Mallery specializes in offering financial consultancy, brokerage services, investment solutions, and stock brokering. His ability to tailor advice to individual client needs sets him apart.
Facilities: The office is equipped with wheelchair-accessible parking and restrooms, ensuring a comfortable environment for all clients.
Appointments: It's recommended to book an appointment ahead of time to ensure personalized attention.
Opinions and Reviews: Clients have left glowing reviews, highlighting Curtis's dedication and expertise. An average opinion on Google My Business is 5/5, reflecting a high level of satisfaction among clients. Testimonials often mention Curtis's ability to take the time necessary for thorough financial planning, his genuine reliability, and deep knowledge in areas such as retirement planning and college savings for children. These reviews underscore Curtis's commitment to providing top-notch service and building lasting relationships with his clients.
Recommendations: For individuals seeking a reliable and knowledgeable financial advisor, Curtis P. Mallery is highly recommended. His comprehensive services, combined with positive client feedback, make him an excellent choice for anyone looking to secure their financial future.
Key Features:
- Personalized Financial Planning: Curtis takes the time to understand each client's unique situations and goals.
- Comprehensive Services: Offers a wide range of financial services including consulting, brokerage, and investment solutions.
- Client Satisfaction: High client satisfaction is evidenced by excellent reviews and a strong recommendation rate.
- Accessibility: The office is fully accessible, making it easy for clients with disabilities to visit.
Conclusion: Curtis P. Mallery embodies the qualities of a trustworthy and skilled financial advisor. His commitment to detailed planning, combined with a track record of positive client experiences, positions him as a valuable resource for anyone navigating the complexities of personal finance.
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👍 Reviews of Edward Jones - Financial Advisor: Curtis P Mallery
