Edward Jones - Financial Advisor: Stephen Coffey, CEPA®

5.0
8 reviews
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Business Details

10086 Southern Maryland Blvd, Dunkirk, MD
20754, United States
(443) 203-4900
https://www.edwardjones.com/us-en/financial-advisor/stephen-coffey
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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: Stephen Coffey, CEPA®
10086 Southern Maryland Blvd, Dunkirk, MD
20754, United States

Hours

Reviews

5.0
8 reviews
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  • EM
    Evan Moore
    Oct 27, 2020
    5.0
    Stephen takes his time to answer all my questions and concerns in a way I can understand. He has also advised me on my other finances when there was no financial motivation for him. I believe he is purely focused on the success of my family and me. I tell everyone in this area to talk to him about their finances and you should too!
  • BD
    Barnabas Domowski
    Oct 27, 2020
    5.0
    Stephen has been amazing for both my retirement and company investments. Our returns have been better then we could have hoped and he has always steered us in the right direction to accomplish our financial goals with no pressure to do anything we aren't comfortable with. Highly recommend!!
  • JB
    James Bowerman
    Oct 23, 2020
    5.0
    Stephen helped me come up with financial plan before I ever had money to invest. We sat down a prioritized the “buckets” and how we wanted to structure the accounts. This really demonstrates his selfless commitment to helping others first. Eventually we were able to start filling those accounts and the returns I have seen have been outstanding. He is always available to answer questions and is very knowledgeable with recommendations as well. I have the utmost confidence and comfort working with Stephen to know he has my best interests in securing my financial future for me and my family.
  • LG
    Lauren Gerlach
    Oct 20, 2020
    5.0
    As personal and difficult as it is talking to someone about our financial planning, Stephen Coffey made the process very personal and easy! He takes the time to go over your personal and business budgets so that your family and business can get the most out of your hard work! My husband and I refer Stephen Coffey to everyone we know looking for an excellent financial advisor!!
  • SP
    Steve Pitts
    Oct 19, 2020
    5.0
    Stephen has been essential for my financial goals. Very attentive and understanding of questions I’ve had involving my portfolio. He provides a welcoming and professional environment for his clients.
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Frequently Asked Questions About Edward Jones - Financial Advisor: Stephen Coffey, CEPA®

What types of financial services does Edward Jones - Financial Advisor: Stephen Coffey offer?

Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.

What are the operating hours for Edward Jones - Financial Advisor: Stephen Coffey?

The office is open Monday through Friday from 9:00 AM to 5:00 PM and is closed on Saturdays and Sundays.