Edward Jones - Financial Advisor: Stephen Coffey, CEPA® - Dunkirk, Maryland

Address: 10086 Southern Maryland Blvd, Dunkirk, MD 20754.
Phone: 32034900.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 8 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Edward Jones - Financial Advisor: Stephen Coffey, CEPA®

Edward Jones - Financial Advisor: Stephen Coffey, CEPA® 10086 Southern Maryland Blvd, Dunkirk, MD 20754

☎️32034900

⏰ Open Hours of Edward Jones - Financial Advisor: Stephen Coffey, CEPA®

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Edward Jones - Financial Advisor: Stephen Coffey, CEPA®

Located at 10086 Southern Maryland Blvd, Dunkirk, MD 20754, Edward Jones - Financial Advisor: Stephen Coffey, CEPA® is a top-rated financial services firm offering a wide range of financial solutions to meet the unique needs of each client. With a strong focus on personalized service and long-term relationships, Stephen and his team strive to help individuals, families, and businesses achieve their financial goals.

Exemplary Services and Expertise

As a Certified Enterprise Risk Analyst (CEPA®), Stephen Coffey brings a high level of expertise and knowledge in risk management and financial planning. His specialties include financial consulting, finance brokerage, investment services, and stock brokerage, making him a trusted advisor for various financial matters.

Stephen and his team offer a comprehensive range of services, from investment planning and portfolio management to retirement planning, estate planning, and tax-efficient strategies. They work closely with clients to develop personalized financial plans that align with their unique goals, risk tolerance, and lifestyle.

Accessibility and Client-Centric Approach

Edward Jones - Financial Advisor: Stephen Coffey, CEPA® prioritizes accessibility and client satisfaction. The office offers wheelchair-accessible entrance, parking lot, and restroom facilities, ensuring that all clients can access their services comfortably. Appointments are recommended but not always necessary, making it convenient for clients to drop by or schedule a consultation at their preferred time.

Stephen Coffey takes a client-centric approach, always prioritizing his clients' best interests. He takes the time to understand each client's unique financial situation and goals, providing tailored solutions and ongoing support to help them achieve their objectives. Many clients appreciate his selfless commitment to helping others first, as evidenced by his willingness to develop financial plans even before clients have significant assets to invest.

Highly Regarded and Trusted Advisor

With an average rating of 5/5 based on 8 reviews on Google My Business, Edward Jones - Financial Advisor: Stephen Coffey, CEPA® has earned a stellar reputation for excellence and trust in the community. Clients consistently praise Stephen's knowledge, availability, and proactive approach in managing their finances.

Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edward Jones - Financial Advisor: Stephen Coffey, CEPA® is well-equipped to guide you through every step of the process. Visit their office at 10086 Southern Maryland Blvd, Dunkirk, MD 20754, or contact them via phone at 32034900 to schedule a consultation and take the first step towards securing your financial future today.

edwardjones.com

👍 Reviews of Edward Jones - Financial Advisor: Stephen Coffey, CEPA®

Edward Jones - Financial Advisor: Stephen Coffey, CEPA® - Dunkirk, Maryland

James B.

5/5

Stephen helped me come up with financial plan before I ever had money to invest. We sat down a prioritized the “buckets” and how we wanted to structure the accounts. This really demonstrates his selfless commitment to helping others first. Eventually we were able to start filling those accounts and the returns I have seen have been outstanding. He is always available to answer questions and is very knowledgeable with recommendations as well. I have the utmost confidence and comfort working with Stephen to know he has my best interests in securing my financial future for me and my family.

Genevieve L.

5/5

I switched to Stephen Coffey and Edward Jones for my retirement accounts before he moved to this location and am very happy I did! Edward Jones statements are straightforward and transparent. The way the company is set up allows the FAs to put your best interests first instead of pushing products you don’t need. Stephen genuinely cares about the goals of my family and it’s such a relief to be in good hands. His office is easily accessible with plenty of parking and coming from a family who avoids talking about finances, I genuinely enjoy stopping in to discuss goals with him.

Troy B.

5/5

My wife and I opening an account with Stephen as our advisor has been the best financial choice we have ever made. He has answered all of our questions, explained everything we needed to know, and has made us feel comfortable with all decisions we made. He is a true professional whom we will continue to trust guide us towards reaching our financial goals.

Evan M.

5/5

Stephen takes his time to answer all my questions and concerns in a way I can understand. He has also advised me on my other finances when there was no financial motivation for him. I believe he is purely focused on the success of my family and me. I tell everyone in this area to talk to him about their finances and you should too!

Barnabas D.

5/5

Stephen has been amazing for both my retirement and company investments. Our returns have been better then we could have hoped and he has always steered us in the right direction to accomplish our financial goals with no pressure to do anything we aren't comfortable with.

Highly recommend!!

Lauren G.

5/5

As personal and difficult as it is talking to someone about our financial planning, Stephen Coffey made the process very personal and easy! He takes the time to go over your personal and business budgets so that your family and business can get the most out of your hard work! My husband and I refer Stephen Coffey to everyone we know looking for an excellent financial advisor!!

Steve P.

5/5

Stephen has been essential for my financial goals. Very attentive and understanding of questions I’ve had involving my portfolio. He provides a welcoming and professional environment for his clients.

Ashley R.

5/5

I’ve worked with Stephen for 2 years now. He has always been straight with me and has gotten me through these trying times. I know I can always count on him for all the things! I’ve had other Financial advisors but no one is on his level.