Edward Jones - Financial Advisor: Chris Wilczewski, CFP®|RICP® - Folsom, California

Edward Jones – Financial Advisor: Chris Wilczewski, CFP®|RICP® – A Trusted Partner for Your Financial Future

For individuals and families seeking comprehensive financial planning and investment guidance, Chris Wilczewski, CFP®|RICP®, at Edward Jones, offers a personalized and trustworthy approach to managing their financial well-being. Located at 1568 Creekside Dr Suite 204, Folsom, CA 95630, United States, Mr. Wilczewski is dedicated to helping clients achieve their short-term and long-term goals through tailored strategies and ongoing support. He operates within the established framework of Edward Jones, a firm renowned for its commitment to client relationships and unbiased advice.

Chris Wilczewski’s credentials – Certified Financial Planner (CFP®) and Retirement Income Certified Professional (RICP®) – underscore his expertise and dedication to upholding the highest standards of professional conduct. These certifications demonstrate a deep understanding of financial planning principles, investment management, retirement income planning, and estate planning. He is not a salesperson pushing products; rather, he’s a financial consultant focused on understanding a client’s unique circumstances and developing a plan that aligns with their values and objectives.

Specialties and Services Offered

Mr. Wilczewski specializes in a broad range of financial services designed to address the diverse needs of his clients. These include:

• Investment Management: Constructing and managing investment portfolios designed to meet specific risk tolerances and financial goals.
• Retirement Planning: Developing strategies to ensure a comfortable and secure retirement, considering factors such as income needs, healthcare costs, and estate planning.
• Education Planning: Assisting families in saving for college and other educational expenses.
• Estate Planning: Providing guidance on wills, trusts, and other estate planning tools to ensure assets are distributed according to a client’s wishes.
• Insurance Planning: Evaluating insurance needs to protect against unforeseen events and safeguard financial stability.
• Financial Check-Ups: Conducting regular reviews of a client’s financial situation to identify opportunities for improvement and ensure the plan remains aligned with their goals.

Mr. Wilczewski’s approach is firmly rooted in a relationship-based model. He believes that building a strong, trusting relationship with his clients is paramount to providing effective financial advice. He takes the time to truly understand his clients’ goals, values, and concerns, and then develops a customized plan that addresses their specific needs.

Location and Accessibility

The office of Chris Wilczewski is conveniently located at 1568 Creekside Dr Suite 204, Folsom, CA 95630. It’s easily accessible, offering several amenities to enhance the client experience. The office boasts a wheelchair-accessible car park and entrance, ensuring inclusivity for all visitors. Furthermore, a wheelchair-accessible toilet is available on-site, demonstrating a commitment to providing a comfortable and convenient environment. Appointments are highly recommended to allow for dedicated time and focused attention.

Client Feedback and Reputation

Opinions regarding Chris Wilczewski and Edward Jones consistently reflect a high level of client satisfaction. Currently, the company has 15 reviews on Google My Business, with an average opinion of 5/5. This exceptional rating is a testament to the firm’s commitment to providing exceptional service and building long-lasting relationships. Clients frequently praise Mr. Wilczewski’s knowledge, professionalism, and dedication to their financial well-being. He is known for his clear communication, patient explanations, and genuine concern for his clients’ needs. Many clients highlight his ability to simplify complex financial concepts and provide actionable advice that they can easily understand.

Contact Information

To schedule an appointment or learn more about Chris Wilczewski’s services, please contact him directly:

• Phone: 9162605996
• Website: edwardjones.com

Edward Jones is committed to providing a secure and confidential environment for all client interactions. Clients can be assured that their financial information will be handled with the utmost care and discretion. Chris Wilczewski’s dedication to providing personalized investment services, combined with the resources and stability of Edward Jones, makes him an excellent choice for anyone seeking expert financial guidance.

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