Edward Jones - Financial Advisor: Andy Ogide, SE-AWMA® - Lakewood, Colorado

Address: 141 Union Blvd #470, Lakewood, CO 80228, United States.
Phone: 7207043611.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Toilet, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Edward Jones - Financial Advisor: Andy Ogide, SE-AWMA®

Edward Jones Financial Advisor: Andy Ogide, SE-AWMA®

Edward Jones stands as a prominent financial services firm, recognized for its long-standing commitment to providing personalized financial guidance to clients across the United States. Within this network, Andy Ogide, identified with credentials like SE-AWMA®, represents one of the dedicated financial advisors offering tailored solutions. His role signifies a blend of expertise in financial planning and investment management, designed to meet individual client objectives.

Financial Expertise and Services

Andy Ogide specializes in providing comprehensive financial advisory services. His expertise encompasses acting as a financial consultant, a finance broker, and an investment advisor, offering a wide range of financial products and strategies. Clients seeking his services can benefit from personalized investment services, which include managing stock portfolios and exploring various investment vehicles. The SE-AWMA® designation (Certified Wealth Management Advisor®) often indicates a deep commitment to comprehensive financial planning and client-centered wealth management, ensuring that advice is holistic and aligned with long-term financial goals.

The firm emphasizes a fiduciary duty, meaning advisors like Andy Ogide are legally obligated to act in the best interest of their clients. This ethical standard is a cornerstone of Edward Jones's reputation. Services typically include investment management, retirement planning, tax planning, estate planning, and insurance needs assessment. Andy Ogide likely leverages Edward Jones's vast resources and network to provide clients access to a broad spectrum of investment options, from traditional stocks and bonds to mutual funds, exchange-traded funds (ETFs), and other alternative investments.

Investment Advisory Approach

As a stock broker and investment service provider, Andy Ogide focuses on helping clients navigate the complexities of the financial markets. This involves understanding individual risk tolerance, time horizons, and financial goals to construct diversified portfolios. The approach often integrates both short-term tactical adjustments and long-term strategic planning. Clients receive regular market updates, performance reviews, and educational resources to empower informed decision-making.

Location and Accessibility

Andy Ogide's office is conveniently located at 141 Union Blvd #470, Lakewood, Colorado 80228, United States. Situated in Lakewood, a suburban city near Denver, the branch is accessible to clients in the local community and surrounding areas. The physical location offers essential amenities, including a wheelchair-accessible car park and wheelchair-accessible entrance, ensuring that the facility is welcoming and usable by everyone. Additionally, the premises features a toilet, catering to the needs of all visitors.

For individuals interested in scheduling a meeting or visiting, the contact information is readily available. The telephone number, 720-704-3611, provides a direct line for inquiries or appointments. It is recommended to book an appointment in advance, as indicated by the 'Appointments recommended' note, ensuring dedicated time for a thorough financial consultation.

Digital Presence and Client Information

Clients and prospective customers can explore Andy Ogide's professional profile and services through Edward Jones's official website. The specific link, www.edwardjones.com, directs users to a dedicated page with detailed information about his background, qualifications, and investment approach. This online resource allows potential clients to review his experience, performance data (where applicable and adhering to regulations), client testimonials, and areas of specialization.

Client Feedback and Reputation

Edward Jones maintains a presence on platforms like Google My Business, where client feedback is publicly accessible. While the specific details of individual reviews are not provided, it is noted that the company has '1 reviews on Google My Business' concerning Andy Ogide. Crucially, the average rating stands at '5/5', reflecting a high level of client satisfaction. This positive feedback underscores the effectiveness of the advice and service provided by advisors like Andy Ogide, reinforcing the firm's commitment to client care and professional excellence.

Conclusion and Recommendation

For individuals seeking a reputable financial advisor in the Lakewood area, Edward Jones and Andy Ogide present a compelling option. His expertise spans investment services, financial consulting, and brokerage, delivered with a focus on personalized planning and fiduciary responsibility. The physical accessibility of the Lakewood branch further enhances its appeal. Prospective clients are encouraged to leverage the provided contact information, particularly to schedule a consultation. Visiting the dedicated webpage offers valuable insights into Andy Ogide's professional approach and allows for informed decisions regarding financial health and future planning. Edward Jones, through advisors like Andy Ogide, continues to be a trusted partner for financial well-being.

Service Area Details
Financial Advisory Investment planning, retirement solutions, wealth management
Investment Services Stock broking, portfolio management, various investment classes
Accessibility Features Wheelchair-accessible car park, wheelchair-accessible entrance, Toilet
  • Key Specialties: Financial consultant, Investment service, Stock broker.
  • Contact Method: Recommended to call 720-704-3611 to schedule an appointment.
  • Location: 141 Union Blvd #470, Lakewood, CO 80228.
  • Online Presence: Detailed information available at www.edwardjones.com.
  • Client Base: Serves individuals and families seeking professional financial guidance.

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