Edward Jones - Financial Advisor: Lana Light, CFP®|CRPC™ - Orlando, Florida

Edward Jones, con la asesora financiera certificada Lana Light, CFP®|CRPC™, es una opción destacada para considerar si estás buscando asesoramiento financiero experto en Orlando, Florida.

Su especialidad abarca una amplia gama de servicios, incluyendo consultoría financiera, servicios de correduría de bolsa, financiamiento de valores y asesoría en inversiones.

Lana Light, con su conocimiento y credenciales, te ofrece un enfoque personalizado y profesional para ayudarte a alcanzar tus objetivos financieros a largo plazo.

El equipo de Edward Jones, ubicado en la dirección 7569 W Sand Lake Rd, Orlando, FL 32819, está dedicado a brindarte una experiencia cómoda y accesible.

El lugar de atención cuenta con instalaciones especialmente adaptadas para personas con movilidad reducida, como entrada accesible, estacionamiento y sanitarios adaptados.

Si estás interesado en obtener más información sobre cómo Edward Jones y Lana Light pueden ayudarte, te recomendamos visitar su página web oficial en el siguiente enlace: edwardjones.com.

Encontrarás allí detalles sobre los servicios que ofrecen, así como formas de contactarlos y solicitar una cita para una consulta personal.

Es importante mencionar que, aunque Edward Jones cuenta con una excelente reputación y una calificación promedio de 5/5 en opiniones de Google My Business, se recomienda programar una cita previa antes de visitarlos.

Esto garantizará que dispongan del tiempo y los recursos necesarios para brindarte la atención y el asesoramiento que mereces y esperas.

Opiniones de Edward Jones - Financial Advisor: Lana Light, CFP®|CRPC™

Bryan Torres

5/5

Lana is a wealth of knowledge. Someone who has mastered their craft with a firm understanding of the market and how to maneuver its ups and downs. Highly recommend to anyone, regardless of financial experience/health. She will help create a plan that makes sense no matter the budget. When you think of a Certified Financial Planner, think Lana Light.

Christine Mueller

5/5

Lana is a gem! When I met Lana at the Woman’s show, I already had a financial advisor but wanted to see what she had to offer with Edward Jones out of curiosity. I’m not one for making a change but after seeing how perfectly persistent she was (not at all over bearing) but just enough to let me know that she was interested, cared and would be there to meet my needs (something I didn’t have with my present advisor at the time who I’d been with for many years) I was very impressed and knew I needed to have Lana take over as my new advisor. Not only is Lana very knowledgeable, professional, patient, willing to teach you, keep you informed, does a fantastic job but I trust her completely and she cares, actually cares and for that, I’m truly grateful, I only wish I would have met her years ago. I finally feel financially secure with Lana as my advisor knowing whatever can be done to increase my portfolio, as safe as possible, will be and managed with the upmost integrity, knowledge and professionalism. Lana is just an all around nice and genuine person and I’m so thankful now to have her as my advisor!!

Olivia Hill

5/5

Lana is an excellent financial advisor. I was very new and very nervous to start investing but she has not only reassured me along the way, but has also educated me about investing. She is very patient and knowledgeable and makes sure I understand the process and where my money is being invested. She available to answer questions and is very professional. As an accountant I have been introduced to many financial advisors, but Lana is different and I would highly recommend her.

Lenies Cardona

5/5

Lana Light is one of the most caring, attentive, selfless, and professional person I have ever dealt with. She knows the market and creates portfolios based on your needs which also includes any fear you may have moving forward. She introduces ideas and her perspectives on what you can do with other investments even when it doesn’t pertaining to the market. She follows up with each individual every year with a fully prepared list of questions that helps her complete your future portfolio leaving you with peace of mind that your money is in good hands. She is a true asset!!

Daniel Rosa

5/5

Thank you Lana for being a lifesaver in my financial world! In the few years Lana has been my financial adviser she has managed to take care of my investments in a very professional and prosperous way. Real Estate has been my trade for many years, and good profits has been made. The ROI on real estate is considered a great way to grow your fortune. After partnering up with Lana I now see greater results trusting her skills and knowledge 100 % ! And RESULTS are now without the hassle of tenants, ongoing maintenance, property taxes and home insurances. My highest recommendation for this professional and caring Financial Advisor Lana Light!! I trust her with my life : )

Jennifer Roy

5/5

Lana is fantastic! Along with being very well-educated and knowledgeable about investing, she has a wealth of knowledge to help small business owners with tax strategies, succession planning, and employee retention strategies. She's well-rounded enough to serve a beginning investor, like my 21-year-old daughter, or someone who has built their portfolio and is nearing retirement. She has both a passion for helping her clients achieve financial freedom and success and compassion for the challenges they face along on the journey. I couldn't imagine anyone else I'd refer my friends and family to - if you're looking for a great advisor, you've found her.

Mary L

5/5

I met Lana at a Woman’s Show. I wasn’t even her client but I stopped and asked her a question. She kept my contact information and stayed in touch. I eventually moved my Fidelity account over to her. She is very responsive to the changing market and takes her time to explain whatever I need. She has been amazing to work with and my growth is so much better than it ever was at Fidelity. I highly recommend Edward Jones and especially Lana Light.

Ed Hernandez

5/5

I found Lana to be very knowledgeable, professional and an expert creating customized portfolios to help her clients meet their specific needs and goals. She is very easy to talk to and she took her time to fully understand my entire financial outlook past, present and future.