EJ
Edward Jones - Financial Advisor: Norm Cauntay, CFP®|CEPA®|AAMS®|ADPA®|CRPS™
Your trusted partner for personalized financial planning and investment strategies in Long Beach.
4.7(3 reviews)
$$$
Business
financial-advisor
financial-advising
No photos available
About Edward Jones - Financial Advisor: Norm Cauntay, CFP®|CEPA®|AAMS®|ADPA®|CRPS™
Norm Cauntay, a certified financial advisor at Edward Jones, offers comprehensive financial services including retirement planning, investment management, and business exit strategies. With multiple certifications (CFP®, CEPA®, AAMS®, ADPA®, CRPS™), he provides tailored advice to individuals and businesses in Long Beach, CA, focusing on building long-term wealth and achieving financial goals through personalized, client-centered solutions.
Location
3780 Kilroy Airport Way Suite 810, Long Beach, CA 90806, USA
Services Offered
Retirement Planning
Customized strategies to help you save and invest for a secure retirement.
Investment Management
Personalized portfolio management and advice to grow your wealth over time.
Business Exit Planning
Expert guidance for business owners on succession and exit strategies using CEPA® certification.
Financial Consulting
Comprehensive financial analysis and planning to meet your unique goals and needs.
Wealth Management
Holistic approach to managing assets, including risk assessment and estate planning.
Reviews
4.7(3 reviews)
Rating Distribution
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T
Tom Robinson
via Google
about 4 years ago
A wonderful place to invest great service
N
nadaly leevia Google
over 6 years ago
Q
Quincy Smithvia Google
over 8 years ago
