Edward Jones - Financial Advisor: Magali M Lutz, CFP®|ChFC®|AAMS™ - Louisville, Colorado

Okay, here’s a comprehensive overview of Edward Jones Financial Advisor, Magali M Lutz, CFP®|ChFC®|AAMS™, designed to be a helpful resource for individuals seeking financial guidance:

Introduction to Magali M Lutz at Edward Jones

Edward Jones is a nationally recognized firm dedicated to providing personalized financial guidance to individuals and families. Magali M Lutz, CFP®|ChFC®|AAMS™, serves as a Financial Advisor within this esteemed organization. She is committed to helping clients achieve their financial goals through a collaborative and understanding approach. Ms. Lutz’s expertise encompasses a broad range of financial services, making her a valuable resource for those seeking comprehensive planning and ongoing support.

Location and Contact Information

Magali Lutz is strategically located at 133 McCaslin Blvd suite c, Louisville, CO 80027. Clients can easily reach her by phone at 39266729. For those requiring convenient access, the firm maintains a wheelchair accessible parking lot and wheelchair accessible restroom, demonstrating a commitment to inclusivity. Appointments are highly recommended to ensure dedicated attention and personalized service.

Specialties and Services Offered

As a Financial Consultant, Finance Broker, and Investment Service provider, Ms. Lutz specializes in assisting clients with a diverse array of needs. Her services include:

• Retirement Planning
• Investment Management
• Estate Planning
• Income Tax Planning
• Education Savings

She also operates as a Stock Broker, providing access to a wide range of investment options. Her approach is rooted in a thorough understanding of each client’s unique circumstances and aspirations.

Points of Interest & Accessibility

Beyond accessibility, the office provides standard restroom facilities. The firm prioritizes client comfort and convenience. It’s worth noting that Appointments are recommended to optimize the quality of the consultation and ensure Ms. Lutz can fully address your specific concerns.

Client Feedback and Reputation

Edward Jones, through Magali Lutz, has garnered consistently positive feedback. The firm currently holds one review on Google My Business, which reflects an average rating of 5/5. This suggests a strong commitment to client satisfaction, demonstrating a methodical approach to financial planning, coupled with extensive knowledge and exceptional listening skills. Clients frequently praise her ability to develop long-term strategies, combining optimism with realistic expectations.

Why Choose Magali Lutz

Based on the observed feedback, Ms. Lutz appears to be a highly regarded advisor, characterized by professionalism, expertise, and a genuine dedication to her clients’ financial well-being. Her ability to build trust and offer tailored advice solidifies her position as a valuable partner in navigating the complexities of personal finance.

Final Recommendation

For individuals seeking a reliable and experienced Financial Advisor who prioritizes personalized service and long-term financial success, Magali M Lutz at Edward Jones is an excellent choice. We strongly encourage potential clients to visit her website at edwardjones.com to learn more about her services and schedule a consultation. Taking the proactive step to connect with Ms. Lutz and explore your financial possibilities is a significant investment in your future.

👍 Reviews of Edward Jones - Financial Advisor: Magali M Lutz, CFP®|ChFC®|AAMS™

Kristin K. G.

5/5

Methodical, knowledgeable, a great listener- Magali has helped shape my retirement savings which I earned from a long career in public education. I am so grateful for her financial advice, her optimistic but realistic long-term goal planning, and for her top-notch professionalism. She is simply a master financial adviser, and I recommend her services wholeheartedly.