Edward Jones - Financial Advisor: Rob Fortman II - Beavercreek, Ohio

Edward Jones - Financial Advisor: Rob Fortman II

Located at 3979 D, Indian Ripple Rd, Beavercreek, OH 45440, United States, Edward Jones - Financial Advisor: Rob Fortman II is a top-rated financial services firm that specializes in financial consultancy, finance brokering, investment services, and stock broking. The firm is renowned for offering exceptional services to its clients, with a particular focus on providing tailored financial solutions to meet their specific needs.

Specialties:

• Financial consultant
• Finance broker
• Investment service
• Stock broker

Rob Fortman II, the financial advisor at Edward Jones, is highly regarded in the industry for his expertise and commitment to client satisfaction. He has a proven track record of helping individuals and businesses achieve their financial goals through strategic planning and personalized advice. With his extensive knowledge of financial markets and investment opportunities, Rob Fortman II is well-equipped to guide his clients towards making informed decisions that will secure their financial future.

In addition to his professional expertise, Rob Fortman II is known for his empathetic and client-centric approach. He takes the time to understand his clients' unique circumstances and objectives, ensuring that the recommendations he provides are aligned with their individual needs. This dedication to personalized service has earned Rob Fortman II a stellar reputation among his clients, who consistently praise his attentiveness and genuine care.

Other points of interest:

• Wheelchair-accessible car park
• Wheelchair-accessible toilet
• Toilet
• Appointments recommended

Edward Jones - Financial Advisor: Rob Fortman II has garnered a strong reputation within the community, with a majority of clients expressing their satisfaction with the firm's services. The firm has received an impressive average rating of 5/5 based on the reviews gathered from various platforms, including Google My Business. This outstanding performance is a testament to the dedication and expertise of Rob Fortman II and his team in delivering exceptional financial advice and support to their clients.

To learn more about Edward Jones - Financial Advisor: Rob Fortman II and the range of services they offer, visit their website at edwardjones.com. For personalized financial advice and guidance, contact Rob Fortman II directly at 9374274790 or schedule an appointment at their office located at 3979 D, Indian Ripple Rd, Beavercreek, OH 45440, United States.

👍 Reviews of Edward Jones - Financial Advisor: Rob Fortman II

Michael M.

5/5

Rob demonstrates all of the qualities in an advisor that people should truly seek out. In my estimation, it isn't enough to simply have the knowledge and resources (which Rob absolutely has). To truly make a difference, advisors have to listen... they have to care. And that, simply put, is Rob.
Those who choose to work with Rob will be working with someone who is conscientious and compassionate. His clients are and will remain in good hands.

Justin V.

5/5

Rob's expertise and professionalism goes above and beyond. I highly recommend him to anyone. In these financially uncertain times you NEED someone like Rob!!

Allie G.

5/5

Great experience at the new office at 70 Birch Alley, The Greene will make a great forever home. Rob & Lisa are very helpful.