Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
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Edward Jones - Financial Advisor: Max B Fletcher, CFP®
Danielle is amazing and the best person to deal with for service
AT
Ashley Trainer
Jul 7, 2020
5.0
I have worked with Max for years, was actually directly referred to him from my previous financial advisor when moving from Hawaii to Colorado 10 years ago, and I've been thrilled with the partnership from day 1.
He is easy to talk to, helpful and supportive, great at what he does, and very responsive. We've had great results from working with him, and feel prepared for whatever the world has in store for the future.
JB
John Brockway (Dr. John Brockway)
May 18, 2016
5.0
I've been to a handful of financial advisors in my life. Each had their own qualities that I liked. But, ultimately, the advise didn't complete my family's situation needs.
Max came over and took the time to listen to my concerns, really listen. I laid out all my cards, including some of our biggest financial worries. He took very detailed notes, and verbally summarized our conversation, just to make sure he had established our specific needs.
He had some immediate advise, including overcoming a mental barrier I had concerning student loan debt. In addition, he had some homework for me, with some follow-up accountability.
I've since then learned that Max can take you from the absolute basics of money management, monthly budgeting, and help you establish exactly what goals you have. In fact, he insists that you establish why you have the goals you do. He doesn't settle simply for, "well, because I want more."
He then finds an investment vehicle to help you accomplish your specific goals. Debt reduction, kid's college, business growth, Max can help you get there. And nicely enough, he's not pushy about what products he offers. He simply lets you know about what's available, and provides as much detail as you need, in order to make an informed decision.
After our initial talk, my wife's words were, "Wow! I really like that guy! You should take his advise." So, do me a favor, take my advise, and spend some time letting Max know what your financial situation is. If needed, he'll take you from the basics. If you've got a great portfolio and you're already a savvy investor, he can still help you.
Thanks Max!
Frequently Asked Questions About Edward Jones - Financial Advisor: Max B Fletcher, CFP®
What services does Edward Jones - Financial Advisor: Max B Fletcher, CFP® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored through face-to-face consultations.
What are the business hours for Edward Jones - Financial Advisor: Max B Fletcher, CFP®?
The office is open Monday to Thursday from 7:00/7:30 AM to 3:30 PM, Friday from 7:30 AM to 11:00 AM by appointment only, and closed on weekends.
Where is Edward Jones - Financial Advisor: Max B Fletcher, CFP® located?
The office is located at 1905 Sherman St, Suite 825, Denver, CO 80203, USA.
How can I contact Edward Jones - Financial Advisor: Max B Fletcher, CFP®?
You can call them at +13038303190 or email max.fletcher@edwardjones.com.
Can I book an appointment online with Edward Jones - Financial Advisor: Max B Fletcher?
Yes, appointments can be booked online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/max-fletcher/contact/.
Which languages are spoken at Edward Jones - Financial Advisor: Max B Fletcher?
English is the primary language spoken at this office.
What nearby coffee shops can I visit near Edward Jones - Financial Advisor: Max B Fletcher?
Hooper's Coffee is a nearby coffee shop where you can enjoy a beverage before or after your appointment.
Are there any nearby legal services close to Edward Jones - Financial Advisor: Max B Fletcher?
Yes, Colorado Legal Services and Metro Volunteer Lawyers are nearby legal service providers you might consider for legal consultations.
What notable landmarks or accommodations are close to Edward Jones - Financial Advisor: Max B Fletcher?
The Adele, a landmark and accommodation that also offers fast food, is located nearby, useful if you plan to stay or grab a quick meal.
How might nearby event photography services benefit customers of Edward Jones - Financial Advisor: Max B Fletcher?
Nearby businesses like Techlandia USA, Inc., Orlando Group INC, PixelJoy Photo Booth, and JNet Products, Inc offer event photography, which can be useful for clients who need professional photography for financial events or celebrations.