Edward Jones - Financial Advisor: Norm Cauntay, CFP®|CEPA®|AAMS®|ADPA®|CRPS™

Name: Edward Jones - Financial Advisor: Norm Cauntay, CFP®|CEPA®|AAMS®|ADPA®|CRPS™
Address: 3780 Kilroy Airport Way, Long Beach, CA, 90806, US
Telephone: (562) 988-8542
Price range: $$$
Rating: 4.7

Trusted financial guidance with great service in Long Beach.

4.7(3 reviews)

financial-advisor

$$$

Est. 1922

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About

Edward Jones - Financial Advisor: Norm Cauntay, CFP®|CEPA®|AAMS®|ADPA®|CRPS™ provides financial guidance and investment support from Long Beach, CA. Located at 3780 Kilroy Airport Way Suite 810, the office is described by clients as a wonderful place to invest with great service.

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Location

3780 Kilroy Airport Way Suite 810, Long Beach, CA 90806, USA

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Information

3780 Kilroy Airport Way

Long Beach, CA, 90806

(562) 988-8542 www.edwardjones.com/us-en/financial-advisor/norm-cauntay?y_source=1_OTY3NzYwLTcxNS1sb2NhdGlvbi53ZWJzaXRl

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Services

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.

4.70 · 3 reviews

Overall rating

Tom Robinson

via Google

· 4 years ago

A wonderful place to invest great service

nadaly lee

via Google

· 7 years ago

Quincy Smith

via Google

· 8 years ago

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