Edward Jones - Financial Advisor: Julia E Jodoin, CFP®|AAMS®

5.0
3 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: Julia E Jodoin, CFP®|AAMS®
7536 Gratiot, Saginaw, MI
48609, United States

Hours

Reviews

5.0
3 reviews
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  • JR
    Joseph Rodea
    Feb 9, 2021
    5.0
    This office was very helpful and knowledgeable about all my financial needs. There was great information provided to me that helped me make an educated decision about my financial goals. The staff is very easy to talk to and was always willing to help me with anything I needed. I am very grateful for all the work and information that Edward Jones provides to me.
  • EG
    Erika Garrison
    Feb 9, 2021
    5.0
    My husband and I have been through our fair share of financial advisors, and we are very confident that we have finally found the best of the best. Julia is very knowledgeable, personable, professional, and most of all she is able to talk about our accounts and options in a way that is very easy to understand. We always look forward to our annual review with her. If you are struggling to connect with your current advisor, talk with Julia. I have no doubt you will be just as impressed as we are!
  • JP
    Jill Plumer
    Feb 8, 2021
    5.0
    I have had the pleasure of working with Julia Jodoin for many years. She has provided excellent financial information and guidance during numerous life events. We have shared our future goals with Julia, and she has shared her knowledge to help us be financially prepared to make those goals come true. With her assistance we have a financial strategy for the future. Including being be able to retire financially sound at an earlier age than anticipated. She is flexible and accommodating to our schedules. Most important of all, I know that she genuinely cares about us as people in addition to our financial well-being. I recommend that everyone have a financial advisor and I highly recommend Julia Jodoin.

Frequently Asked Questions About Edward Jones - Financial Advisor: Julia E Jodoin, CFP®|AAMS®

What services does Edward Jones - Financial Advisor: Julia E Jodoin provide?

They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual financial goals.

Where is Edward Jones - Financial Advisor: Julia E Jodoin located?

The office is located at 7536 Gratiot, Suite 2, Saginaw, MI 48609, USA.