Edward Jones - Financial Advisor: Brandon Willert, CFP®|AAMS™ - Colorado Springs, Colorado

Edward Jones - Financial Advisor: Brandon Willert, CFP®|AAMS™

Edward Jones - Financial Advisor: Brandon Willert, CFP®|AAMS™ está ubicado en 2435 Research Pkwy #205, Colorado Springs, CO 80920, Estados Unidos. Puede ser contactado por teléfono en 7192823303. También es accesible a través de su sitio web en edwardjones.com.

Specialidades

Financial consultant
Finance broker
Investment service
Stock broker

Otras características

Está equipado para personas con discapacidad: estacionamiento accesible
Baño accesible para personas con discapacidad
Toilet
Necesita una cita previa
Se recomienda hacer una cita

Honestidad: se considera uno de los asesores financieros más honestos y comprometidos con los que se puede encontrar.
Personalización: regularmente analiza las inversiones y objetivo del cliente, y se toma el tiempo para conocer sus necesidades y objetivos financieros.
Competencia: tiene la capacidad para ofrecer soluciones financieras efectivas y asequibles.
* Integridad: tiene la fundamentación de hacer lo que es mejor para el cliente, sin comprometer sus intereses propios.

Recomendación

Si estás buscando un asesor financiero confiable y especializado, Brandon Willert es una excelente opción. Con su experiencia y dedicación, puede ayudarte a alcanzar tus objetivos financieros y a construir un futuro seguro y próspero. Visita su sitio web para obtener más información y programar una cita. Haz clic aquí para contactarlo.

👍 Reviews of Edward Jones - Financial Advisor: Brandon Willert, CFP®|AAMS™

Wendy S.

5/5

Brandon Willert is one of the most honest, intentional, personal, and competent financial advisers with which you will have the pleasure of doing business! He regularly takes the time to assess my investments: analyzing my goals and watching the markets closely. He cares to know my family and our financial needs and goals. He is patient, tempered, and generous. He has the foundational integrity to look out for the best interest of his clients. His staff is always personable, knowledgeable, timely, and respectful. Choosing Brandon and his team is a smart financial move.

Kim R.

5/5

Brandon Willert and his amazing team have been a great find for us! We have always been so appreciative of his knowledge, expertise, and professionalism! They are all so personable, helpful and are so thoughtful to our needs! So happy with Brandon and his team!

Jeff O.

2/5

Nice people, but I tried to move money out of an account and national rep said I had to go to the branch to move money out to a different broker. I called this branch, told them the same thing and they told me to come in. I go in and tell the nice office lady I wanted to trasnfer money out and then I meet Brandon and tell him the same thing. He tries to sell me on staying with Edward Jones, but I tell him I want to transfer money out. Then he says he can't do that and I have to do that through my broker. Thanks for wasting my time and three representatives of Edward Jones not telling me what I need to hear and just trying to sell me on their services. I was not impressed.

Sandy D.

5/5

I was impressed with Brandon Willert and his team. I feel very confident working with them as my investor.