Edward Jones - Financial Advisor: George Stefanou, CFP®|CPWA®|CEPA®|AAMS®|CRPC™|CRPS™
5.05 reviews
Business Details
About
Investment Service
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.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: George Stefanou, CFP®|CPWA®|CEPA®|AAMS®|CRPC™|CRPS™
45 W Crystal Lake Street, Orlando, FL
32806, United States
Hours
Reviews
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- JMJay ManahanMar 11, 20235.0I'm so happy to strongly endorse George Stefanou as an investment advisor. I was with an investment firm who just wanted to throw me into "the thing" that was their favorite "one size fits all" formula. Well, their plan didn't fit ME. George carefully listened and drafted a strategy that includes my age, retirement goals and diversification to lower my risk. Plus, he's just plain smart and that's not always easy to find. He also has a great staff.
- EREli RemingtonNov 12, 20195.0I've really appreciated George's approach and have enjoyed working with him the last 4 months. He explains all of my options and works with me based on my risk tolerance to make a decision on what to do next. Easy to work with and no pressure.
- JNJoseph NeduchalJul 5, 20195.0George is very good at keeping in touch with me and returning my calls. I am rather active in monitoring my accounts and specific investments and appreciate his suggestions/input. He also is knowledgeable about various investment alternatives.
- TBThomas BermudezAug 7, 20175.0Best financial adviser in Florida! George is never in it for personal gain, he will always look for YOUR best interest. I highly recommend this individual
Frequently Asked Questions About Edward Jones - Financial Advisor: George Stefanou, CFP®|CPWA®|CEPA®|AAMS®|CRPC™|CRPS™
What types of financial services does Edward Jones - Financial Advisor: George Stefanou offer?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies with tailored face-to-face consultations.
Where is Edward Jones - Financial Advisor: George Stefanou located?
The office is located at 45 W Crystal Lake Street, Suite 199, Orlando, FL 32806, United States.
What are the regular business hours for Edward Jones - Financial Advisor: George Stefanou?
The office is open Monday through Friday from 8:30 AM to 5:30 PM and is closed on Saturdays and Sundays.
Is an appointment required to visit Edward Jones - Financial Advisor: George Stefanou?
Visits are by appointment only on Mondays through Fridays.
How can I contact Edward Jones - Financial Advisor: George Stefanou?
You can contact them via their main phone number at +16893024270 or alternate phone number at +14072498307, or email at george.stefanou@edwardjones.com.
Does Edward Jones offer online tools or apps for clients?
Yes, they have mobile apps available for Android and iOS to help clients manage their investments conveniently.
How can I schedule an appointment with George Stefanou at Edward Jones?
Appointments can be scheduled through their online contact page: https://www.edwardjones.com/us-en/financial-advisor/george-stefanou/contact/.
Are there any nearby places where I can grab a coffee or snack before my meeting at Edward Jones?
Yes, Starbucks and Big Dave’s Cheesesteaks Orlando are nearby options for coffee and food before or after your visit.
If I need medical assistance during my visit to Edward Jones, which nearby health facilities are available?
Nearby health facilities include Julio A Orlando Orthopedic Center and Orlando Orthopaedic Outpatient Surgery Center for medical and orthopedic needs.
What nearby shopping options are available around Edward Jones - Financial Advisor: George Stefanou?
There are several shopping options nearby such as Target Store Orlando---Sodo, T.J.Maxx, CVS Pharmacy inside Target, and nail and beauty salons like Nail Spaz and Waxing the City.