Edward Jones - Financial Advisor: Dana L Wozniak, CFP®|CEPA® - Westminster, Colorado

Edward Jones - Financial Advisor: Dana L Wozniak, CFP®|CEPA® is a reputable financial services firm located at 3640 W 112th Ave, Westminster, CO 80031. They specialize in providing expert financial advice and investment services to their clients. With their Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®) designations, Dana L Wozniak and her team have the knowledge and expertise to help clients achieve their financial goals.

Specialties and Services Offered

• Financial consultant: Dana L Wozniak provides personalized financial planning and guidance to help clients make informed decisions about their money.
• Finance broker: They assist clients in selecting the appropriate financial products and services to meet their needs.
• Investment service: Edward Jones offers a wide range of investment options to help clients grow and protect their wealth.
• Stock broker: They provide clients with access to professional stock trading services and market insights.

Accessibility and Appointments

Edward Jones - Financial Advisor: Dana L Wozniak, CFP®|CEPA® is committed to ensuring that all clients have access to their services. The office features a wheelchair accessible parking lot and restroom, making it convenient for individuals with disabilities to visit. While walk-ins are welcome, appointments are recommended to ensure the advisor can dedicate their full attention to each client.

Reviews and Ratings

As of now, Edward Jones - Financial Advisor: Dana L Wozniak, CFP®|CEPA® has received 1 review on Google My Business, with an average rating of 1 out of 5 stars. This limited feedback highlights the need for more client experiences to provide a comprehensive understanding of the services offered by this financial advisor.

Recommendation and Contact Information

If you are seeking a knowledgeable and experienced financial advisor in Westminster, CO, Edward Jones - Financial Advisor: Dana L Wozniak, CFP®|CEPA® is a solid choice. Their expertise in financial planning and investment services, combined with their commitment to accessibility, make them a valuable resource for individuals looking to secure their financial future. To learn more about their services or to schedule an appointment, visit their website at edwardjones.com or contact them directly at 34601357.

To conclude, Edward Jones - Financial Advisor: Dana L Wozniak, CFP®|CEPA® is a dependable financial services provider with a strong focus on personalized attention and client success. Whether you are seeking guidance on investment strategies, retirement planning, or general financial advice, their team is equipped to help you achieve your goals. We highly recommend reaching out to them today to take the first step towards a more secure financial future.

👍 Reviews of Edward Jones - Financial Advisor: Dana L Wozniak, CFP®|CEPA®

cj S.

1/5

Unable to answer simple investment questions without becoming defensive and patronizing. Imo you should feel comfortable asking a financial planner who is handling your money questions - other advisors I’ve worked with don’t have an issue explaining things.
Next - I was told they were selling off my investment without warning, or being given another option. Maybe my 5 figure investment wasn’t enough. Either way, my experience was poor customer service.