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Edward Jones - Financial Advisor: Antonio Caufield, AAMS®
Guiando el crecimiento financiero con claridad, cuidado y experiencia.
5
Business
$$$
Est. 1922
Guiando el crecimiento financiero con claridad, cuidado y experiencia.
Edward Jones - Financial Advisor: Antonio Caufield, AAMS® en Garland, TX recibe altas calificaciones por su profesionalismo y su orientación paciente y perspicaz. Los clientes elogian su conocimiento de las estrategias de inversión, sus explicaciones claras y su planificación colaborativa, que les ayuda a perseguir metas financieras y aumentar su patrimonio neto. Christina, la gerente de la oficina, es descrita como encantadora, competente y solidaria.
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Estrategias personalizadas basadas en sus objetivos financieros, su tolerancia al riesgo y su horizonte temporal.
Planes integrales para asegurar su futuro financiero y garantizar una jubilación cómoda.
Gestión y crecimiento continuos de las inversiones para aumentar su patrimonio neto con el tiempo.
Explicaciones claras y orientación sobre opciones de inversión y conceptos financieros.
Enfoque colaborativo que prioriza sus necesidades, con revisiones y ajustes regulares.
Calificación general
samy aziz
It has been a pleasure getting to know Mr. Antonio Caufield, especially after the bad experience we had with previous financial advisors. My wife and I only give reviews when we are truly pleased with the goods or services provided. In this case, we wanted to leave a review for Mr. Caufield because of his professionalism. He really expressed an interest in our needs and wants from a financial standpoint as the clients. Not only was he patient with us and our financial situation, but he was extremely knowledgeable about various investment strategies. Most importantly, he took his time educating us on the different strategies and financial plans while simultaneously explaining why he was recommending certain things for us. We ended up setting our financial plans together and now we understand how to best to go about reaching our financial goals and grow our net worth. A year in the making, we could not be happier and it was the best decision to go to him! We highly recommend Mr. Caufield to anyone who is looking for an honest and outstanding financial advisor. Also, we want to give a special mention to Christina, his office manager, because she is so lovely, skilled at her job and very supportive!
Kim George
Tony is the BEST! Ive worked with him for a number for a number of years and he has done an amazing job of growing my investments. Kudos to him!
Jessie Norbert
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