Edward Jones - Financial Advisor: Michelle K Johnson, CFP®|CPWA®|CEPA®|AAMS™ - Longboat Key, Florida

👍 Opiniones 📌 Mapa ℹ️ Información ⏰ Horarios

Dirección: 595 Bay Isles Rd Suite 260, Longboat Key, FL 34228.
Teléfono: 9412637821.
Página web: edwardjones.com
Especialidades: Consultora financiera, Finance broker, Servicio de inversiones, Corredor de bolsa.
Otros datos de interés: Estacionamiento accesible para personas en silla de ruedas, Sanitarios accesibles para personas en silla de ruedas, Sanitario, Se recomienda concertar cita.
Opiniones: Esta empresa tiene 7 valoraciones según Google My Business.
Opinión media: 5/5.

📌 Ubicación de Edward Jones - Financial Advisor: Michelle K Johnson, CFP®|CPWA®|CEPA®|AAMS™

☎️9412637821

⏰ Horario de Edward Jones - Financial Advisor: Michelle K Johnson, CFP®|CPWA®|CEPA®|AAMS™

Lunes: 8 a.m.–4:30 p.m.
Martes: 8 a.m.–4:30 p.m.
Miércoles: 8 a.m.–4:30 p.m.
Jueves: 8 a.m.–4:30 p.m.
Viernes: 8 a.m.–3 p.m.
Sábado: Cerrado
Domingo: Cerrado

Edward Jones es una firma de servicios financieros con una amplia red de asesores financieros, entre ellos se encuentra Michelle K Johnson, una consultora financiera altamente capacitada. Cuenta con las certificaciones CFP® (Financial Planner), CPWA® (Certified Private Wealth Advisor), CEPA® (Certified Exit Planning Advisor) y AAMS™ (Accredited Asset Management Specialist), lo que demuestra su experiencia y compromiso en el campo de la planificación financiera y servicios de inversiones.

Ubicada en la dirección 595 Bay Isles Rd Suite 260, en Longboat Key, Florida 34228, esta consultora financiera ofrece sus servicios en un local accesible para personas en silla de ruedas, con estacionamiento y sanitarios adaptados a sus necesidades. Se recomienda concertar una cita previa para asegurar una atención personalizada.

Michelle K Johnson y su equipo están especializados en consultoría financiera, intermediación de financiamiento, servicios de inversiones y asesoramiento como corredores de bolsa. Su enfoque está dirigido a ayudar a sus clientes a alcanzar sus objetivos financieros a largo plazo, ofreciendo soluciones adaptadas a sus necesidades únicas.

Edward Jones cuenta con una reputación sólida, reflejada en las 7 valoraciones que tiene según Google My Business, con una excelente calificación de 5/5. Esto habla de la confianza y satisfacción de sus clientes con los servicios ofrecidos.

Finalmente, si estás buscando un asesoramiento financiero de calidad y personalizado, contacta con Michelle K Johnson en Edward Jones. Podrás encontrar toda la información y medios de contacto en su página web edwardjones.com. No dudes en ponerte en contacto con ellos para ponerte en camino hacia un futuro financiero más seguro y sólido.

👍 Opiniones de Edward Jones - Financial Advisor: Michelle K Johnson, CFP®|CPWA®|CEPA®|AAMS™

Edward Jones - Financial Advisor: Michelle K Johnson, CFP®|CPWA®|CEPA®|AAMS™ - Longboat Key, Florida

Andrew L.

5/5

We have known Michelle for a few years and decided to move our assets from another advisor to Michelle in January 2024. She is light years better than our previous advisor. Michelle took the time to really understand our portfolio and learn about our financial objectives and desires. She then made recommendations that made sense for us. As important to her financial acumen, is Michelle's and her teams responsiveness and service. The main reason we switched providers is because our previous one misunderstood what we wanted and did not execute on simple transactions when desired and we often had to call and remind them to get it done. In the short time we have been working with Michelle,. Lauren, and Linda they have always quickly responded to our calls and emails and willing to explain what needed to be explained. We highly recommend talking to Michelle.

Pat W.

5/5

We are a new client of Michelle's and couldn't be happier. She and her team provide excellent service and communication. They made the process of transferring our assets to EJ was seamless and very easy. We are also very pleased with the types of accounts and the investment options offered by Edward Jones.

Renee F.

5/5

Michelle Johnson is an incredible wealth advisor!!! She's a former CPA who understands your entire financial portfolio. Michelle provides the most superior service I've ever received. She meets with me frequently and is always communicating with full transparency. I feel she cares about me, my investments, and my finances. I highly recommend her to everyone I know.

Barbara B.

5/5

Michelle Johnson has been a partner and guide for several of our tax clients. She has demonstrated holistic planning and has years of real-life experience. I believe she is very competent and possesses high ethical standards. I look forward to many more years working together with her for our shared clients.

Kathy D.

5/5

Excellent communication!!! Always there to help when we need her!! Been with Michelle’s office a long time and highly recommend her to anyone looking for financial planning!! Give her a call!!!

Wendy C.

5/5

Michelle Johnson and her team are the best! They are very helpful, trustworthy, and informative!

Jeremy S.

5/5