KAILEY N CRAIG - EDWARD JONES
Kailey N Craig of Edward Jones is a top-notch financial advisor offering a range of services to help clients achieve their goals. KAILEY N CRAIG - EDWARD JONES is one of the Three Best Rated® Financial Services in Simi Valley, CA.
From retirement planning to wealth protection, she actively listens to her clients' dreams, goals, and values. Kailey N Craig embodies her values through charitable giving, volunteer work, and supporting the causes most important to her clients and associates. She fosters a secure and welcoming environment for clients to share their personal and financial information. Her genuine care for clients is reflected in her thoughtful investments in their families. With Edward Jones, Kailey N Craig can design a customized and comprehensive strategy to help clients achieve their financial objectives. They offer a wide variety of services to help you reach your goals from preparing and living in retirement to protecting your wealth. They will partner together throughout your life to help ensure you stay on track, utilizing their established process.
Retirement Income Strategies
Estate and Savings Planning
Traditional and Roth IRA
Insurance & Divorce Finances
Kailey truly goes above and beyond! She has become the 1 stop for all of our financial needs. Heaven forbid something ever happens to me and my husband my kids will only have 1 call to make. That peace of mind alone is priceless. She has set us up with multiple other professionals for life insurance, small business lawyer, and estate planning. She helps navigate when we were just lost at where to start! Even had my 18 year old son open an IRA.
Kailey Wagner, is more than just a financial advisor, she is intelligent, beautiful, jocular, insightful, and truly cares about her clients. I agree with all the other reviews of Kailey and say ditto. A simple trait, but one I put a lot of value on, is she calls me, tells me about a company and how what they're doing is going affect my portfolio. How many advisors do that on a regular basis? When she sees something happening within a sector, good or bad, she'll drop a phone call and tell me what's going on. I'm 77 years old and had a lot of big company financial advisors in those years. Kailey is without a doubt the one who has been the most professional and the most personal. She cares. You can't put a price on that.
Kailey & her team are the best! I feel very fortunate that she’s my financial advisor. I’m always recommending her to friends & family.
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Location / Contact:
Mon-Thu: 8am - 4pm
Fri: 8am - 1pm
Sat & Sun: Closed