Edward Jones - Financial Advisor: Julie Scheffer, ABFP™|AAMS™ - Broomfield, Colorado

Edward Jones - Financial Advisor: Julie Scheffer, ABFP™|AAMS™

Edward Jones is a reputable financial services firm with a branch located at 5760 W 120th Ave Suite 200, Broomfield, CO 80020. The branch is helmed by knowledgeable and experienced financial advisor Julie Scheffer, who holds the esteemed designations of ABFP™ (Accredited Asset Management Specialist) and AAMS™ (Accredited Asset Management Specialist). With these credentials, Julie demonstrates her expertise in providing sound financial advice and investment solutions to her clients.

Julie's specialties include being a financial consultant, finance broker, investment service provider, and stock broker. Clients can expect personalized attention and tailored solutions to meet their unique financial goals. The branch is committed to helping individuals and families navigate their financial journey, from saving for retirement to investing for their children's future.

Edward Jones branch has taken measures to ensure accessibility for all clients, offering wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom. To ensure a seamless experience, it is recommended to schedule an appointment in advance.

With a 5/5 rating on Google My Business, this Edward Jones branch has received high praise from its satisfied clients. One review highlights the professionalism and communication style of advisors Julie Scheffer and Shawna, stating, "We've been working with Julie and Shawna since 2021 and have really appreciated their professionalism, their communication style and what they have done for our retirement accounts. They take care of everything so we don't have to worry about it."

To learn more about Edward Jones - Financial Advisor: Julie Scheffer, ABFP™|AAMS™, visit their website or contact them directly at 203-897-386. The dedicated team at this Edward Jones branch is ready to assist you in achieving your financial goals and securing a brighter future.

Recommendation

If you are seeking a reliable and experienced financial advisor in the Broomfield area, look no further than Edward Jones - Financial Advisor: Julie Scheffer, ABFP™|AAMS™. With their extensive knowledge, personalized approach, and commitment to client satisfaction, they are well-equipped to help you navigate your financial journey. We highly recommend scheduling an appointment with Julie Scheffer and her team to discuss your unique financial needs and discover how they can help you achieve your goals. Visit their website or call 203-897-386 to get started today.

👍 Reviews of Edward Jones - Financial Advisor: Julie Scheffer, ABFP™|AAMS™

Rachel C.

5/5

We've been working with Julie and Shawna since 2021 and have really appreciated their professionalism, their communication style and what they have done for our retirement accounts. They take care of everything so we don't have to worry about it.