Edward Jones - Financial Advisor: Michelle K Johnson, CFP®|CPWA®|CEPA®|AAMS®
5.09 reviews
Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Michelle K Johnson, CFP®|CPWA®|CEPA®|AAMS®
595 Bay Isles Rd, Longboat Key, FL
34228, United States
Hours
Reviews
5.0
9 reviews
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- SASteve AronsonDec 18, 20255.0I worked with Michelle when she had her Jones office in Hudson Wi. She did an excellent job but when she moved her office to Florida I had questions about continuing the relationship long distance. Since then the service has done nothing but improve. Michelle and her excellent staff have made the transition easy. My wife and I could not be more happy with our choice of a firm and the proffesionals who handle our investments and financial planning.
- JBJennifer BratholDec 17, 20255.0We feel very supported by Michelle and team! One of the best decisions we have made for our financial future.
- WCWendy CummingsJun 7, 20245.0Michelle Johnson and her team are the best! They are very helpful, trustworthy, and informative!
- KDKathy DunlapJun 6, 20245.0Excellent communication!!! Always there to help when we need her!! Been with Michelle’s office a long time and highly recommend her to anyone looking for financial planning!! Give her a call!!!
Frequently Asked Questions About Edward Jones - Financial Advisor: Michelle K Johnson, CFP®|CPWA®|CEPA®|AAMS®
What services does Edward Jones - Financial Advisor: Michelle K Johnson offer?
They offer financial advising, investment management, investment funds, and stock broker services.
What are the specialty areas of financial advising offered by Michelle K Johnson?
Specialties include 401(k) rollovers, Roth IRA, 529 College Savings Plan, life insurance, SEP IRAs, and traditional IRAs.
What are the office hours for Edward Jones - Financial Advisor: Michelle K Johnson?
Monday to Thursday from 8:00 AM to 4:30 PM, Friday from 8:00 AM to 3:00 PM, and closed on weekends.
How can I schedule an appointment with Michelle K Johnson at Edward Jones?
You can schedule an appointment through their contact page on the Edward Jones website at https://www.edwardjones.com/us-en/financial-advisor/michelle-k-johnson/contact/.
Where is Edward Jones - Financial Advisor: Michelle K Johnson located?
They are located at 595 Bay Isles Rd, Ste 260, Longboat Key, FL 34228, USA.
What languages are supported by Michelle K Johnson at Edward Jones?
Services are offered in English.
Is there a way to contact Michelle K Johnson via email or phone?
Yes, you can email at michelle.k.johnson@edwardjones.com or call local phone +1 715-386-4454 or main phone +1 941-263-7821.
Are there real estate services near Edward Jones - Financial Advisor Michelle K Johnson's office?
Yes, nearby real estate agents include Fondren Watts Realtor, Coldwell Banker Residential Real Estate, and Michael J. Albano, Realtor among others, which might be helpful if you are considering property investments.
What local amenities can I visit near Edward Jones office in Longboat Key?
Nearby you can visit places like the Longboat Key Public Tennis Center for recreation, and the Longboat Key Historical Society for cultural interests.
How can nearby financial and postal services complement my visit to Edward Jones?
Nearby financial services like Chase bank and Western Union can assist with banking or money transfers, and the Longboat Key Post Office is available for mailing needs, making it convenient to handle various errands when visiting Edward Jones.