NORM CAUNTAY - EDWARD JONES
Norm Cauntay serves as the financial planner at Edward Jones, a firm specializing in assisting with defined benefit plans and succession planning. NORM CAUNTAY - EDWARD JONES is one of the Three Best Rated® Financial Services in Long Beach, CA.
Contact Business
Reviews
Norm has been amazing! He really takes the time to explain everything to me and my wife. He gave given us all the information, projections, reports and updates to keep us on track to meet our financial goals. He does regular investing, retirement planning, watches our tax consequences and even has made it possible to set aside money for college for my 5 yr old. I feel confident in him. I refer him to everyone I know. Next is life insurance. I will be completely set after this! I know I thank you every time I see you, thanks to Norm! Oh, and he is super accessible. I can call him about anything. So glad I met him.
My wife and I have a growing family, a small business and wouldn't think twice about recommending Norm to others in our same position. He always keeps you informed and is available almost anytime to answer any question we have.
A wonderful place to invest great service. Highly Recommend.
Write a Review
Location / Contact:
Working Hours:
Mon-Fri: 8:30am - 4:30pm
Sat & Sun: Closed
TBR® Inspection Report:
Nearby Financial Services in Long Beach:
-
BRYSON FINANCIAL 3777 Long Beach Boulevard, 5th Floor, CA 90807
-
STEVEN VANT 3711 Long Beach Boulevard, Suite 1015, CA 90807