Edward Jones - Financial Advisor: Sam Boddicker, CEPA®

5.0
5 reviews

About

Investment Service
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.

Location

Edward Jones - Financial Advisor: Sam Boddicker, CEPA®
3600 American Blvd W, Bloomington, MN
55431, United States

Reviews

5.0
5 reviews
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  • MM
    MichaelMonroe MusicMN
    Jan 10, 2025
    5.0
    Sam has been attentive, fastidious and completely responsive to our needs for our financial lives. We enjoy his professionalism as well as personalized meet-ups and so appreciate how unique that is when compared with our previous financial advisors! Bravo!
  • KS
    Kathy Shaughnessy
    Jan 9, 2025
    5.0
    I started with Sam after a complimentary dinner/informational gathering in Edina. I have met with him many times since. He is knowledgeable and trustworthy. He is a problem solver and has always been very generous with his time. And he has a really cute little boy, August!
  • TW
    Terrie Wheeler
    Jan 2, 2025
    5.0
    Sam is exceptional! Not only did Sam voluntarily meet with my CPA and my estate planning attorney just so he could better "quarterback" our relationship, he diligently works with my business to ensure I am set for the future. I highly, strongly recommend Sam as a top-notch financial advisor and hope you will choose to work with him!

Frequently Asked Questions About Edward Jones - Financial Advisor: Sam Boddicker, CEPA®

What services does Edward Jones - Financial Advisor: Sam Boddicker offer?

They provide financial advising, investment management, investment funds, and stock broker services.

What specialties does the advisor Sam Boddicker focus on?

Specialties include 401(k) plans, Roth IRA, 529 College Savings Plan, and life insurance.