Edward Jones - Financial Advisor: Yalin Piloto, CFP|ChFC|AAMS
-
1347 Oakfield Drive
Brandon, Florida 33511 - (813) 684-2519
- Website
Hours
Chamber Rating
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Amyn Hirji
I used to be a broker many years ago. After a couple of negative experiences with financial planners I met Yalin and I can say without hesitation that she is absolutely the best decision I have made regarding my investment strategy and retirement planning. Yalin is a FIDUCIARY which is a very specific and legally binding term ensuring your financial planner prioritizes your interests ahead of their ownnot many planners have this designation but many will tell you they subscribe to the fiduciary guidelines which is code for the fact that they are not fiduciaries. Additionally, Yalin works with you on more than investmentsshe helps with benefit elections, she wants to strategize with your accountants, and she wants to ensure your assets are appropriately protected with trusts and wills and are properly insured. I highly recommend setting up a meeting with her so you can get a glimpse of the services and level of attention my family and I are getting from Yalin.
Oct 28th, 2023 -
Shannon Dunnegan
Apr 23rd, 2022
Contact Info
- (813) 684-2519
- [email protected]
- Website
Products
- Financial Advisor
- Investment Management
- Funds Investment
- Stock & Bond Broker
Services
- Stocks & Bonds
- Investment Managers
- Advisors
Languages
- English
Specialities
- Stocks & Bonds
- Investment Managers
- Advisors
Vidoes
Questions & Answers
Q What is the phone number for Edward Jones - Financial Advisor: Yalin Piloto, CFP|ChFC|AAMS?
A The phone number for Edward Jones - Financial Advisor: Yalin Piloto, CFP|ChFC|AAMS is: (813) 684-2519.
Q Where is Edward Jones - Financial Advisor: Yalin Piloto, CFP|ChFC|AAMS located?
A Edward Jones - Financial Advisor: Yalin Piloto, CFP|ChFC|AAMS is located at 1347 Oakfield Drive, Brandon, Florida 33511
Q What is the internet address for Edward Jones - Financial Advisor: Yalin Piloto, CFP|ChFC|AAMS?
A The website (URL) for Edward Jones - Financial Advisor: Yalin Piloto, CFP|ChFC|AAMS is: https://www.edwardjones.com/us-en/financial-advisor/yalin-piloto?y_source=1_MzQxMzEzMS01NDUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
Q How big is Edward Jones - Financial Advisor: Yalin Piloto, CFP|ChFC|AAMS?
A Edward Jones - Financial Advisor: Yalin Piloto, CFP|ChFC|AAMS employs approximately 20+ people.
Q What days are Edward Jones - Financial Advisor: Yalin Piloto, CFP|ChFC|AAMS open?
A Edward Jones - Financial Advisor: Yalin Piloto, CFP|ChFC|AAMS is open:
Friday: 8:00 AM - 4:00 PM
Saturday: Closed
Sunday: Closed
Monday: 8:00 AM - 5:00 PM
Tuesday: 8:00 AM - 5:00 PM
Wednesday: 8:00 AM - 5:00 PM
Thursday: 8:00 AM - 5:00 PM
Q How is Edward Jones - Financial Advisor: Yalin Piloto, CFP|ChFC|AAMS rated?
A Edward Jones - Financial Advisor: Yalin Piloto, CFP|ChFC|AAMS has a 5.0 Star Rating from 2 reviewers.
Hours
Ratings and Reviews
Edward Jones - Financial Advisor: Yalin Piloto, CFP|ChFC|AAMS
Overall Rating
Overall Rating
( 2 Reviews )Amyn Hirji on Google
I used to be a broker many years ago. After a couple of negative experiences with financial planners I met Yalin and I can say without hesitation that she is absolutely the best decision I have made regarding my investment strategy and retirement planning. Yalin is a FIDUCIARY which is a very specific and legally binding term ensuring your financial planner prioritizes your interests ahead of their ownnot many planners have this designation but many will tell you they subscribe to the fiduciary guidelines which is code for the fact that they are not fiduciaries. Additionally, Yalin works with you on more than investmentsshe helps with benefit elections, she wants to strategize with your accountants, and she wants to ensure your assets are appropriately protected with trusts and wills and are properly insured. I highly recommend setting up a meeting with her so you can get a glimpse of the services and level of attention my family and I are getting from Yalin.
Shannon Dunnegan on Google
Overall Rating
Overall Rating
( 2 Reviews )Write a Review
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