Edward Jones - Financial Advisor: Amy L Hovey, CFP®

5.0
7 reviews

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: Amy L Hovey, CFP®
616 E Broadway St, Mt Pleasant, MI
48858, United States

Hours

Reviews

5.0
7 reviews
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7
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0
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0
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1 star
0
  • TE
    The Eyesite
    Feb 16, 2023
    5.0
    We have been wroking with Amy for about 3 years now and we couldn't be happier. She is always looking for ways for us to optimize our funds as well as following up with us to see how our needs have changed. We highly recommend her.
  • KG
    Kiersten Gelfand
    Jun 22, 2021
    5.0
    Amy is awesome to work with! She educates and helps you achieve goals you care about! If I’m getting stressed about money stuff my husband always says “schedule a meeting with Amy and you will feel better” and it’s true! Thankful for you Amy!!
  • PJ
    Patty Janes
    Feb 24, 2021
    5.0
    Amy manages both my mom’s amd my investments and does an amazing job explaining, communicating, and managing these for us both. Although we are in different life stages, she skillfully adjusts her actions for a retiree and someone who would like to retire. She recently advised my children, now in their 20s, on what they should be thinking about and doing. We now have informed discussions and are all making wise financial decisions. I cannot imagine having anyone else manage our financial future. Amy does all this with professionalism, grace, pure kindness and empathy.
  • DW
    Deborah Warners
    Nov 2, 2020
    5.0
    I have been with Amy since before I retired in 2013. She is very knowledgeable, professional and personable. She is a great listener and offers options based on your individual needs and comfort level. She explains everything on a level that I can understand. I trust her completely with all of my investments needs.
  • SF
    Sarah Flannery
    Mar 14, 2016
    5.0
    I came to Amy to manage my long term investment portfolio, as well as to create accounts for my children for their future. Amy has a great hands on approach, and didn't mind my many questions, no matter how silly I thought they were. I completely trust Amy with my portfolio, and would recommend her to anyone.

Frequently Asked Questions About Edward Jones - Financial Advisor: Amy L Hovey, CFP®

What services does Edward Jones - Financial Advisor: Amy L Hovey, CFP® provide?

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

Where is Edward Jones - Financial Advisor: Amy L Hovey, CFP® located?

The office is located at 616 E Broadway St, Mt Pleasant, MI 48858, USA.