Edward Jones - Financial Advisor: Joel A Patierno, CFP®|ChFC®|AAMS™|CRPS™ - Alexandria, Virginia

Edward Jones - Financial Advisor: Joel A Patierno, CFP®|ChFC®|AAMS™|CRPS™

Located at 2312 Mt Vernon Ave Ste 205, Alexandria, VA 22301, Edward Jones - Financial Advisor: Joel A Patierno, CFP®|ChFC®|AAMS™|CRPS™ is a top-rated financial services firm specializing in personalized financial planning and investment management. With a strong focus on understanding clients' unique needs and goals, Joel Patierno and his team provide comprehensive financial solutions to help individuals, families, and business owners achieve long-term financial success.

Specialties:

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

Other points of interest:

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

Opinions: This company has 20 reviews on Google My Business. The average opinion is 5/5, with clients praising Joel Patierno's personalized approach, expertise, and dedication to helping them achieve their financial goals. Many clients appreciate the exceptional service provided by Adeline and Barbara in Joel's office.

Joel Patierno, a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Specialist (CRPS™), has years of experience managing accounts and helping clients achieve their life and financial goals. His commitment to understanding his clients' unique needs and aspirations has earned him a stellar reputation in the financial services industry.

To learn more about Edward Jones - Financial Advisor: Joel A Patierno, CFP®|ChFC®|AAMS™|CRPS™ and how they can help you achieve your financial goals, visit their website at edwardjones.com or contact them directly at 035483928.

👍 Reviews of Edward Jones - Financial Advisor: Joel A Patierno, CFP®|ChFC®|AAMS™|CRPS™

Steven H.

5/5

Joel has managed accounts for my wife and I for many years and has helped us achieve our life and financial goals well beyond anything I would expect from a financial advisor. He really took the time to get to know us and find out what we want our retirement to look like, and help us get there. Adeline and Barbara in his office are also great to work with. Can't recommend him enough if you want a financial partner who cares about what is important to you.

Justin M.

5/5

Adeline was super helpful and prompt in getting me an appointment and Joel was extremely knowledgeable, understanding, encouraging, and helpful in getting me the information I needed and directing me to the more specific financial planner I needed to speak with. Outstanding experience.

Layan A.

5/5

I've known Joel for about a year and his financial knowledge is truly amazing. Aside from his financial brain, Joel is dependable and very kind to those he works with. I highly recommend Joel for all your financial needs!

Susan S.

5/5

We are extremely happy working with Joel Patierno! We moved my father-in-law's investments to Edward Jones last year when a failing memory made it difficult for him to keep on top of his investments.. It was a stressful time for us, but Joel and his office manager Jessie, made it so easy. Joel has provided excellent guidance and professional oversight to help maximize the investments to support Pop's retirement needs and goals. Joel has a thorough understanding of the market and the impact of buying and selling within this established portfolio and is working to create a more diversified portfolio for Pop. Again, we are very pleased and highly recommend Joel.

Pete W.

5/5

Joel Patierno and his assistant Jesse are wonderful at what they do. Jesse always has a smile on her face, and is polite when she calls me, to schedule my appointments. Joel has giving me great advice and direction on what to do with my finances. My account is growing and I’m closer to retirement, and I give thanks to Joel. Joel has help me to pay off my children college loans early, so now I don’t have that Debt anymore. I highly recommend Joel for all your Financial needs .
Peter White

Ben M.

5/5

Mr. Patierno is first class. He has provided exemplary service, dedication, and honesty during the past 3 years with my account. I would recommend Mr. Patierno to anyone in the metropolitan area that is looking for a trustworthy FA that never hesitates to do what's right for his clients.
Great Job Joel!

Molly D.

5/5

“I trust Joel wholeheartedly when it comes to my finances. I know Joel will make intelligent decisions over risky ones when it comes to market trends which is important to me. He’s a true fiduciary in every sense of the word. He listens and cares about his clients. I’ve recommended him to close friends and family.” -Molly Dedham

Benjamin B.

5/5

Joel went out of his way to offer me some advice. He is down to earth, smart, and not pushy in any way. I felt very comfortable speaking with him and I recommend his services.