Edward Jones - Financial Advisor: Colin J Dewey, ABFP™|CRPC™ - Wauwatosa, Wisconsin

Edward Jones - Financial Advisor: Colin J Dewey, ABFP™|CRPC™

Located at 10501 W Research Dr Suite 202, Wauwatosa, WI 53226, Edward Jones is a financial advisory firm offering a range of services including financial consulting, finance brokering, investment services, and stock brokerage. The firm is led by Colin J Dewey, an experienced and skilled financial advisor who is dedicated to helping clients achieve their financial goals.

Specialties and Services

The firm's specialties include:

• Financial consultant
• Finance broker
• Investment service
• Stock broker

With years of experience in the industry, Colin J Dewey offers personalized advice and strategies to help clients secure their financial future.

Address and Contact Information

To schedule an appointment or for more information, clients can contact the firm at:

Address: 10501 W Research Dr Suite 202, Wauwatosa, WI 53226

Phone: 47780509

Website: edwardjones.com

Accessibility and Additional Features

Edward Jones - Financial Advisor: Colin J Dewey is committed to providing a comfortable and accessible environment for all clients. The firm offers:

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom
• Appointments recommended

Client Reviews and Ratings

Edward Jones - Financial Advisor: Colin J Dewey has received positive reviews from clients on Google My Business. With an impressive average rating of 5/5, clients have praised the firm for its personalized approach, professionalism, and expertise in financial planning and investment management. Many clients have shared their satisfaction with the results of their financial strategies and appreciated the advisor's availability and flexibility in adjusting the plan according to life changes.

Overall, Edward Jones - Financial Advisor: Colin J Dewey is a reputable and reliable option for individuals seeking financial guidance and investment services. With a strong focus on client satisfaction and a commitment to accessibility, the firm is well-positioned to help clients achieve their financial goals.

👍 Reviews of Edward Jones - Financial Advisor: Colin J Dewey, ABFP™|CRPC™

Erin M.

5/5

I’m so glad I started working with Colin! I came to him as a self-employed individual who always had managed their own money. I have a lot less stress now! And the results have been better than I expected! He has helped me to rebalance my portfolio to a mix that makes more sense for my age and life goals, and is always available to talk and make changes when life changes occur. Lovely person, highly recommend!

Heather

5/5

Colin goes above and beyond to also ensure his clients comprehend their finances while helping them create strong financial plans. He is very honest, helpful and always has your best interest in mind.

Ana B. D.

5/5

I recently started working with Collin. He is passionate, knowledgeable and organized. Collin provided great insight and financial advice which have helped generate great results in my family’s portfolio. I highly recommend him!

Kellen D.

5/5

Colin is my go-to for financial questions and services. He is extremely knowledgeable and always provides me with the help I need. I recommend Colin to all of my friends and family knowing he will take great care of them!

Brian S.

5/5

Colin helped us consolidate savings and retirement accounts from a handful of different jobs. He also helped us set financial goals and start better planning and investing in our and our children’s futures.

Kate S.

5/5

I recently consolidated all of my retirement funds to Edward Jones with Colin. One of the things I liked best about working with Colin was that he made sure I understood everything that was going on, we made a long-term plan together, and helped me understand where some of my portfolio could be better invested. Colin is probably one of the most genuine people I've ever met and I am thankful he is going to help me get to retirement (one day!)

Phil G.

5/5

Colin is very knowledgeable and great to work with. He was able to help a large number of us, just get a basic understanding of what we need to do to set ourselves up for success when we exit the military. If you are currently active, reserve or have left the service, I would defiantly go to Colin. His experience in the military and passion for helping people really set him and his service apart.

Kayla T.

5/5

You can tell that Colin has a passion for helping others and making sure they comprehend their finances. He proactively helped me combine my multiple retirement accounts from my nursing career, which sounded like a nightmare before Colin helped me do it. If you want a financial advisor who goes over and above, I would recommend going with Colin Dewey.