Edward Jones - Financial Advisor: Jon Mintle, CFP®|CEPA® - Buena Vista, Colorado

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Edward Jones – Jon Mintle, CFP®|CEPA®: A Trusted Financial Partner

For individuals and families seeking comprehensive and personalized financial planning, Edward Jones is pleased to introduce Jon Mintle, CFP®|CEPA®. Mr. Mintle operates out of the Buena Vista, Colorado office located at 709 US-24, Buena Vista, CO 81211. He’s dedicated to helping clients build and maintain a secure financial future through tailored strategies and unwavering commitment.

Jon Mintle’s credentials speak to his expertise. He holds the designations of Certified Financial Planner™ (CFP®) and Certified Estate Planning Advisor® (CEPA®), demonstrating a deep understanding of investment management, retirement planning, estate tax strategies, and overall wealth preservation. His focus is on creating a holistic financial plan that aligns with each client’s unique goals, risk tolerance, and life circumstances.

Key Specializations and Services

• Financial Consultant: Mr. Mintle provides expert guidance on a wide range of financial matters.
• Finance Broker: He facilitates the efficient execution of financial transactions.
• Investment Service: He offers a diverse selection of investment options, including stocks, bonds, mutual funds, and ETFs.
• Stock Broker: Mr. Mintle assists clients with buying and selling stocks.
• Estate Planning: A crucial aspect of his service is developing strategies for transferring assets and minimizing estate taxes.
• Retirement Planning: He helps clients plan for a comfortable and financially secure retirement.

Location & Accessibility

The Buena Vista office is conveniently located at 709 US-24. Recognizing the importance of accessibility, the office features:

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Standard toilet facilities

Client Feedback & Reputation

Edward Jones consistently receives positive feedback from its clients. Currently, the company has 1 review on Google My Business, with an impressive average rating of 5/5. These reviews consistently highlight Mr. Mintle’s professionalism, knowledge, and dedication to client service. Clients appreciate his clear explanations and ability to build strong, trusting relationships.

Contact Information

To schedule an appointment, or to learn more about Jon Mintle’s services, we recommend contacting him directly:

• Phone: 7193959093
• Website: edwardjones.com