Edward Jones - Financial Advisor: Stephen Coffey, CEPA®

Reviews

• 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!
• 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!!
• TB

  Troy Balonis

  Oct 19, 2020
  5.0
  My wife and I opening an account with Stephen as our advisor has been the best financial choice we have ever made. He has answered all of our questions, explained everything we needed to know, and has made us feel comfortable with all decisions we made. He is a true professional whom we will continue to trust guide us towards reaching our financial goals.
• GL

  Genevieve LaPlace

  Jan 29, 2020
  5.0
  I switched to Stephen Coffey and Edward Jones for my retirement accounts before he moved to this location and am very happy I did! Edward Jones statements are straightforward and transparent. The way the company is set up allows the FAs to put your best interests first instead of pushing products you don’t need. Stephen genuinely cares about the goals of my family and it’s such a relief to be in good hands. His office is easily accessible with plenty of parking and coming from a family who avoids talking about finances, I genuinely enjoy stopping in to discuss goals with him.

Frequently Asked Questions About Edward Jones - Financial Advisor: Stephen Coffey, CEPA®