Edward Jones - Financial Advisor: Dorie Johnson, CFP® - Stevens Point, Wisconsin
Address: 1060 Centerpoint Dr Suite 108, Stevens Point, WI 54481, United States.
Phone: 7153441112.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Edward Jones - Financial Advisor: Dorie Johnson, CFP®
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Edward Jones - Financial Advisor: Dorie Johnson, CFP®
Edward Jones is a well-established financial services firm that offers personalized investment advice and solutions. The firm's Stevens Point, WI location is managed by Dorie Johnson, a Certified Financial Planner (CFP®) and experienced financial advisor. With a strong focus on helping individuals achieve their financial goals, Dorie and her team provide expert guidance on a wide range of financial matters.
About Dorie Johnson, CFP®
Dorie Johnson holds the prestigious CFP® designation, which demonstrates her commitment to providing high-quality, professional financial planning services. She brings a wealth of knowledge and experience to her role as financial advisor, working closely with clients to understand their unique financial situations and develop tailored investment strategies.
Specializing in areas such as financial consulting, finance brokering, investment services, and stock brokerage, Dorie and her team at Edward Jones are well-equipped to assist clients in navigating the complex world of personal finance. Their expertise spans various financial products and services, including stocks, bonds, mutual funds, and annuities, among others.
Location and Accessibility
Conveniently located at 1060 Centerpoint Dr Suite 108, Stevens Point, WI 54481, United States, the Edward Jones office is easily accessible to residents of the area. The office is equipped with wheelchair-accessible parking and restroom facilities, ensuring that clients with disabilities can receive the same high level of service as everyone else.
Appointments are recommended to ensure that Dorie and her team can dedicate their full attention to each client's unique financial situation. To schedule an appointment, clients can call the office directly at 7153441112 or visit the firm's website.
Online Presence and Reviews
Edward Jones maintains a strong online presence, with a website that provides valuable resources and information for prospective clients. The website address is edwardjones.com.
Online reviews for Edward Jones and Dorie Johnson are predominantly positive, with clients praising their knowledge, friendliness, and personalized approach to financial planning. One satisfied client commented, \"Dorie is great\" highlighting the exceptional service and guidance provided by the team.
In summary, Edward Jones - Financial Advisor: Dorie Johnson, CFP® is a reliable and trustworthy financial services provider in Stevens Point, WI. With a strong commitment to client satisfaction and a team of experienced professionals, they are well-positioned to help individuals achieve their financial goals.
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"summary": "Edward Jones - Financial Advisor: Dorie Johnson, CFP® offers personalized investment advice and solutions in Stevens Point, WI.",
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👍 Reviews of Edward Jones - Financial Advisor: Dorie Johnson, CFP®
