Edward Jones - Financial Advisor: Patrick Cross

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345 W Portal Ave Ste 100
San Francisco, CA 94127

Based in the vibrant city of San Francisco, CA, Edward Jones - Financial Advisor: Patrick Cross stands as a beacon of financial expertise and personalized service. This branch of Edward Jones is dedicated to assisting individuals, families, and small businesses in navigating the intricate world of investment strategies and financial planning. Whether it's retirement planning, estate management, or education savings, clients can rely on the tailored solutions offered by this trusted financial advisor.

At Edward Jones - Financial Advisor: Patrick Cross, the emphasis is on cultivating meaningful relationships with clients, ensuring that each financial plan is uniquely crafted to suit their specific needs and aspirations. With a commitment to providing comprehensive consultations and unwavering support, this firm goes beyond mere transactions to create a nurturing environment for financial growth and stability. Here, thoughtful planning and individualized care converge to make the complexities of investing accessible and rewarding for a diverse range of investors.

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Reviews

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4.05 reviews
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Michelle M.
4/17/2024

Finances have never been my strong suit. Patrick makes it easy to understand. His assistant Jim is a doll. I alway feel welcome there.

Norm N.
11/10/2023

Excellent personal experience and attention to the client. Patrick has a wealth of knowledge and experience!

Melvin U.
6/20/2023

Patrick is a nice person, and always willing to hear you out or help where he can, but I can't get over the horrible staff. I've even started the process of transferring to another financial...

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Kimberly C.
8/7/2017

My husband and I have worked with Patrick for many years- and there's a reason: He's smart, honest, humble, laughs with us and keeps us updated. We never have to reach out to him, he's always...

Erik G.
5/14/2018

Choosing a person/company, for investing towards retirement, is one of the most important choices of ones life. My wife and I are very fortunate to have met Patrick Cross years ago. He is more...

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