Edward Jones - Financial Advisor: Alex Winkelmann

5.0
40 reviews
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Business Details

155 Main Street, Marlborough, MA
01752, United States
(508) 593-8860
https://www.edwardjones.com/us-en/financial-advisor/alex-winkelmann
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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: Alex Winkelmann
155 Main Street, Marlborough, MA
01752, United States

Hours

Reviews

5.0
40 reviews
5 stars
40
4 stars
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0
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  • DL
    Dylan Lavery
    Jun 9, 2025
    5.0
    Highly recommend working with Alex. His professionalism and knowledge of the market makes investing simple.
  • NT
    Netta Trumble
    Mar 6, 2025
    5.0
    My husband and I started working with Alex a few years ago and we have been very happy with our experience! Alex is extremely knowledgeable, takes the time to explain anything we have questions about, gives advice that takes into account both our personal and professional goals, and has always been very responsive/great with communication. Alex has our full trust and we would highly recommend him to anyone who is looking for a financial advisor.
  • NA
    Nich Abraham
    Nov 20, 2021
    5.0
    Alex is a fantastic wealth of knowledge and a great communicator. He has helped many of my friends and I understand not just how we should be managing our finances, but also why we should be investing as he advises. It feels really great to work with Alex knowing that he cares about me and my goals.
  • CC
    Cara Cohen
    Apr 6, 2021
    5.0
    Alex Winkelman is a great financial advisor who you'd definitely be in great hands with! Alex is extremely knowledgeable with regards to financial planning, saving, budgeting, investing and more. I have the opportunity to talk to Alex on a weekly basis and am always amazed at what I learn! He is a wealth of knowledge!
  • ZT
    Zach Tomaszek
    Mar 4, 2021
    5.0
    I have been working with Alex for quite some time now and appreciate how responsive and helpful he has been. He has helped me align my financial profile based on my needs and understanding. I recommend Alex for any of your financial needs.
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Frequently Asked Questions About Edward Jones - Financial Advisor: Alex Winkelmann

What services does Edward Jones - Financial Advisor: Alex Winkelmann offer?

Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial consultations.

Where is Edward Jones - Financial Advisor: Alex Winkelmann located?

It is located at 155 Main Street, Marlborough, MA 01752, USA.