Edward Jones - Financial Advisor: Jonathan L Olsen, CFP® - Alexandria, Virginia

Edward Jones - Financial Advisor: Jonathan L Olsen, CFP®

Jonathan L Olsen, CFP® is a distinguished financial advisor at Edward Jones, located at 1700 Diagonal Rd Suite 630, Alexandria, VA 22314. The office is wheelchair accessible, providing convenience and accessibility for all clients. To schedule an appointment, feel free to call them at 036859910 or visit their website.

SPECIALTIES

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

OTHER POINTS OF INTEREST

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

Edward Jones is highly regarded in the financial industry, with a 5-star rating based on user reviews. Jonathan Olsen has earned praise for his integrity, deep knowledge, and shared values, which sets him apart in the field. Clients appreciate the personalized attention and well-thought-out strategies that Olsen provides, giving them confidence in their financial future. Many clients have reported that working with Jonathan Olsen has significantly reduced their financial stress and provided peace of mind.

In addition to his CFP credentials, Jonathan Olsen's commitment to understanding his clients' unique financial situations has been a key factor in his success. He takes the time to listen and develop tailored solutions that align with each client's goals and values. This personalized approach has earned Jonathan a loyal client base and a reputation for excellence in the financial advisory field.

Overall, Edward Jones - Financial Advisor: Jonathan L Olsen, CFP® is a top choice for anyone seeking a knowledgeable, trustworthy, and personalized financial planning experience. With a focus on long-term success and a commitment to client satisfaction, Jonathan Olsen and his team at Edward Jones are well-equipped to help individuals navigate their financial journey with confidence and ease.

👍 Reviews of Edward Jones - Financial Advisor: Jonathan L Olsen, CFP®

Joanna B.

5/5

Even though I have a background in finance the degree of uncertainty in the world made me realize that my husband and I needed a credentialed professional advisor with integrity , deep knowledge and shared values to guide us through. Jonathan is this professional. We were impressed that he not only has his CFP but was able to build a plan with a well thought out strategy that made sense and gave us confidence that our hard earned portfolio would take care of us as we age. We sleep well knowing he is our trusted advisor .

Caroline B.

5/5

As someone who finds financial planning daunting, Jonathan has been amazing at breaking down the process and putting me at ease when it comes to investing and my retirement funds. I appreciate is knowledge and expertise but more importantly his genuine interest in helping me reach my financial goals. Highly recommend his services!

Stephanie S.

5/5

Jon has been a fantastic financial planner for our family. He is extremely knowledgeable, professional and always goes above and beyond to help us protect and grow our assets. We’ve worked with him for years and highly recommend him.

Jacqueline B.

5/5

As a small business owner, it was imperative for me to work with someone I not only could trust but I knew would support and guide my employees as they make decisions about their retirement and investments. What I love is that he happily explains everything in a non condescending way which I’ve experienced with previous financial planners - part of the reason I chose to work with him! He is also very responsive. I’m grateful for his guidance and approach. Would highly recommend!

Christopher M.

5/5

Jonathan is a trusted advisor for our firm. I would recommend his services to any friend, family member or colleague. If you need a Financial Advisor in Old Town Alexandria, Virginia, DC or Maryland - or any where for that matter - call Jonathan