Edward Jones - Financial Advisor: PJ Musilli, CRPC™ - Colorado Springs, Colorado

Edward Jones - Financial Advisor: PJ Musilli, CRPC™

Edward Jones - Financial Advisor: PJ Musilli, CRPC™ es una empresa de asesoramiento financiero ubicada en Colorado Springs, Colorado. La dirección de la empresa es:

Address: 5575 Tech Center Dr Suite 216, Colorado Springs, CO 80919.

Para contactar con la empresa, puede llamar al teléfono:

Phone: 198964387.

También puede visitar su página web en:

Website: edwardjones.com.

Especialidades:

Financial consultant
Finance broker
Investment service
Stock broker

Otros datos de interés:

La empresa tiene una entrada accesible para personas con silla de ruedas.
El estacionamiento también es accesible para personas con silla de ruedas.
El baño es accesible para personas con silla de ruedas.
Se recomienda hacer una cita antes de visitar la empresa.

Opiniones:

Esta empresa tiene 14 reseñas en Google My Business.

Opinión media: 5/5.

Características:

PJ Musilli es un asesor financiero certificado (CRPC™) con experiencia en asesoramiento financiero personalizado.
La empresa ofrece una amplia gama de servicios de asesoramiento financiero, incluyendo planeación financiera, inversiones y seguros.
* La empresa tiene una reputación sólida en la comunidad de Colorado Springs.

Recomendación final:

Si está buscando un asesor financiero confiable y experimentado, Edward Jones - Financial Advisor: PJ Musilli, CRPC™ es una excelente opción. Con su experiencia y conocimiento en asesoramiento financiero, puede ayudar a crear un plan financiero personalizado que se adapte a sus necesidades. Para obtener más información o para programar una cita, visite su página web o llame al teléfono.

👍 Reviews of Edward Jones - Financial Advisor: PJ Musilli, CRPC™

Stacie C.

5/5

I met with PJ Musilli of Edward Jones recently to discuss retirement planning. PJ was responsive (called me back right away), personable (asked me about what I like to do and then shared some of his personal life with me too), a good listener (asked me what my goals were, took notes), and thoughtful in terms of what was going to be best for me going forward after he heard my story (wasn't pushy or self-serving). He spent two hours of his time with me - at no charge - to go over my finances and give me some preliminary counseling. Using two computer screens and turning one towards me so that I could participate in the process was super helpful. PJ assessed my financial status in terms of being able to retire at certain points in time. He also described the different ways we could work together if I hired him: I could make the investment choices, we could work together to make the choices, or he could make all the investment decisions for me. I thought that was a good initial indicator that PJ strives to be transparent and manage his business relationships with integrity. At the end of my appointment with PJ, we both realized it wasn't the right time to establish a business relationship. However, I left his office with some very definite ideas about how to move forward with planning and savings. I have PJ's business card and I would not hesitate to recommend him to others. Great guy. Kind. Patient. Knowledgeable. Considerate. Helpful. 5 stars.

Jeff H.

5/5

PJ has been managing our investments for 2 1/2 years. He brings the resources of Edward Jones plus his own wisdom in adapting our investments to our specific situation and needs. I call him every month or two whenever I have a sense that the portfolio needs adjusting or when I have a question about a possible investment. He gives me his sense of what would be best and then does further investigations and gets back with me. I feel that the fee we pay to Edward Jones is repaid several time over in increased returns and in losses avoided. I have recommended him without reservation to several friends, relatives, and even our HOA, and several are now using PJ.

David H.

5/5

PJ is a friend who takes a keen interest in his clients. He will provide solid financial wisdom based on historical trends. I am a bit self directed and I can count on him to provide solid advise but at the end of the day I’ll make the call and we go from there. I highly recommend him!

Rich P.

5/5

PJ is a rare professional. He genuinely got to know me, my family, and our dreams. Then he went to work crafting a plan custom-made for us. More importantly, he joyfully encouraged us and took the pressure off by building our plan one small step at a time.

Leith M.

5/5

PJ is a dear friend. He is also a wise and trusted advisor. He has been so helpful, patient and attentive to us. I have so appreciated his kindness in educating us along the way.

Julie G.

5/5

In a world where there is lots to worry about, it is a relief to know that our investments are in such capable professional hands. PJ has amazing work ethic and integrity treating his clients with intentionality and care. We are so thankful to gave PJ on our team!

Aaron M.

5/5

PJ has been our advisor for two+ years and consistently provides us sound and helpful financial advice. He's the financial coach we've needed and brings a level head and a great listening ear.

Robin P.

5/5

P.J is kind. Patient. Caring. Knowledgeable in his field. Passionate about his work. And continually desires to learn and grow in his profession. I’m grateful to have someone with all these characteristics and more, advising my husband and me with our finances. He is truly the best.