Edward Jones - Financial Advisor: Michael A Vondra, CFP®|ChFC®|ABFP™|AAMS™|CRPC™|CKA® - Billings, Montana

Edward Jones - Financial Advisor: Michael A Vondra, CFP®|ChFC®|ABFP™|AAMS™|CRPC™|CKA® es una empresa de consultoría financiera con sede en Billings, Montana. Michael A Vondra, CFP®|ChFC®|ABFP™|AAMS™|CRPC™|CKA®, trabaja como asesor financiero en Edward Jones - Financial Advisor.

La empresa tiene una dirección en 1645 Parkhill Dr STE 7, Billings, MT 59102, Estados Unidos. Puede contactarlos por teléfono en 4062470748 o visitar su sitio web en edwardjones.com.

Los especialidades de Michael A Vondra, CFP®|ChFC®|ABFP™|AAMS™|CRPC™|CKA®, incluyen asesoramiento financiero, brokerage de acciones, servicios de inversión y representación de acciones.

La empresa tiene características como un estacionamiento accesible para personas con discapacidad, una entrada accesible para personas con discapacidad y un baño. Se recomienda hacer una cita previa.

Esta empresa tiene 28 reseñas en Google My Business.

Características y especialidades

Especialidades

• Asesoramiento financiero
• Brokerage de acciones
• Servicios de inversión
• Representación de acciones

Ubicación

La dirección de la empresa es:

1645 Parkhill Dr STE 7, Billings, MT 59102, Estados Unidos

Información de contacto

Teléfono: 4062470748

Website: edwardjones.com

Reseñas: 28 en Google My Business

Opiniones

La opinión media es de 5/5.

👍 Reviews of Edward Jones - Financial Advisor: Michael A Vondra, CFP®|ChFC®|ABFP™|AAMS™|CRPC™|CKA®

Teresa H.

5/5

We highly recommend Mike Vondra, and his great team Flyssa and Edie.
They are all so patient and are excellent listeners! They have really helped us navigate the overwhelming process of financial planning for our family and our retirement. We appreciate their questions that get us thinking about life events that we know are upcoming, but may not have thought to put into our financial plan. They have guided us in working out the details of succession planning for our small business, college expenses for our children, weddings (as we have been blessed with four girls), vehicle purchases, home improvements, goals we want to achieve and what kind of lifestyle we hope to have in retirement.
It’s such a comfort knowing that we are on the right track and that someone knowledgeable is always just a phone call away!

R. K. E.

5/5

We chose Mike and his staff because of his personal touch in financial advisement. What we mean by that is Mike treats you like you are part of the team, which he should as it is our money he is dealing with. I have been with other financial groups and left those meetings feeling like, " what just happened?". We currently have my boys investing with Mike and I would recommend him to anyone wanting financial advice with a personal touch.
Kent & Maile Ewalt

Tyler M.

5/5

Mike is an outstanding advisor. He is genuine and makes my wife and I feel valued. Mike takes time to explain complicated financial concepts in ways that we can understand and is objective in how he gives us information while letting us make the decision for what will be best. Lastly, and most important, he not only uses his head but also his heart when he works with us truly showing that he cares not only about us as clients, but also about us as people. For those reasons Mike Vondra is the best financial advisor you will find.

Noah T.

5/5

I've been with Mike for 3 years now and I couldn't be happier with the service I've received from him. He's a trusted advisor that I know has my best interests in mind. I appreciate his approach to portfolio management in that it is a collaboration between him and his clients. He goes the extra mile to educate and keep his clients informed throughout the year. He is passionate about his work and is always looking for ways to improve the already excellent service he provides to his clients. His staff member Flyssa is equally great to work with and is always very helpful. Highly recommended!

Alicia B.

5/5

I have been so impressed with Mike as our financial advisor for the past few years. He is so knowledgeable and is very intentional about taking the time to slow down and make sure my husband and I understand the ins and outs of our investments. As someone with no financial education background or experience I was very overwhelmed at first but Mike is so kind, welcoming and professional he quickly put me at ease. I would highly recommend him to any of my closest family and friends!

Robert G.

5/5

Mike Vondra has been a great asset to my family as we begin our journey to retirement. Mike is always thinking of solutions to help serve our unique situations and is able to communicate them effectively. We would highly recommend Mike to be your financial advisor. Mike is down to earth and specifically knowledgable and skilled in finance.

Karen K.

5/5

Mike Vondra is a very professional financial advisor, and a real expert in his field. But, more important, he is a sincere, helpful, devoted, and trustworthy man who really wants to do well for his clients. Don't be surprised if he calls to see how things are going for you. He listens and gives you perceptive and thoughtful answers. Unlike some corporate "suit", Mike sheds the Wall Street jargon and puts concepts and examples in terms that anyone can understand and everyone can really appreciate. He is a great listener and communicator, and shares his research and pertinent information you need to know. Mike goes the distance to facilitate smooth transactions and assimilate your data in a presentation that gives you hope and offers you a plan to help. I also appreciate Mike for his heritage, and his faith and family values.

Seth B.

5/5

Mike is a great financial adviser. He cares about his clients by listening to their needs and hopes — and the education he provides sets realistic expectations of the portfolio. I would recommend Mike if you are looking to change adviser to someone willing to pick-up the phone and be a part of your overall professional team.