Reviews for Edward Jones - Financial Advisor: Ian White
Write a reviewHours
Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed
Location
26400 La Alameda Suite 104, Mission Viejo
Directions Appointment Call Website Suggest an Edit

Not only does Ian know his specialty and explain it well but he also cares about his people.
Not only did he explain finances but also shared a book recommendation of “The Alchemist.” Thanks so much Ian!
I had a rather complex issue that involved setting up a monthly distribution from my IRA and depositing it in a joint account as well as obtaining a written statement citing the monthly distribution, etc. etc. etc. etc. I also needed these actions accomplished ASAP if not sooner as it was extremely time-sensitive. Ian White, my Financial Advisor and Pamela Fairfield, the Administrative Assistant performed miracles for me in record-setting time. Ian and Pamela are the best, and I wouldn't hesitate to recommend them to anyone.