Edward Jones - Financial Advisor: Michael O Malone, CFP

I always feel like Mike has all the time in the world to help and meet with us! With over 25 years of experience, Mike answered all our questions and gave us sound advice. Our portfolio has performed very nicely since we began working with Mike and Edward Jones.
May 5th, 2020

Mike and Lisa helped me and my wife invest with confidence, grow our portfolio, and work toward buying a home in Ojai. If you are looking for a local financial advisor that cares about what is important to you, takes excellent care of his clients, and treats you like family, look no further!
Jun 14th, 2019

Mike and Lisa are such friendly people. They got my account set up quickly. Since I'm new to the world of investing,they were able to explain everything so I know exactly what is happening with my investment. The office is located in the heart Ojai,so I dont have to drive out of the valley. I highly recommend coming to see them for your financial investment needs.
Jun 13th, 2019

Trust worthy Sound investing
Dec 4th, 2017

Dont waste your time. THEY ARE NOT ACCEPTING NEW CLIENTS !?!? I called today asking to transfer my funds from a Ventura Edward Jones to this office. After detailing why I this wanted to make the switch, Lisa said that Mr Malone would call me back today. She never said that HE IS NOT ACCEPTING NEW CLIENTS ! I did not receive a call from Mr Malone but a call from my representative in Ventura. Mr Malone called him stating that he is not accepting new clients. I specifically asked if transferring from one Edward Jones to another was not allowed My question was not answered. I expected to have that conversation with Mr Malone NOT my rep in Ventura. Bottom line, dont trust him. Why would they not say up front that they arent accepting new clients? Furthermore, what financial advisor doesn't accept new clients? It is how they make their bread and butter
Nov 3rd, 2022