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.
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Edward Jones - Financial Advisor: Brian W Benz, CFP®|ChFC®
I highly recommend Brian! We have worked together with mutual clients over the years and Brian is the consummate professional!! He works with an inspiring passion to serve his clients. He serves and leads his clients with their interests ahead of his own. If you are looking for a trusted financial advisor you don't need to look beyond Brian. Or, if your are a small business owner or strategic professional looking for a trusted financial advisor to serve your employees or clients the same it true!
SN
Susan Nelson
Apr 11, 2017
5.0
Brian surpasses by far our previous experiences with financial planners. He answers our questions immediately and thoroughly, is knowledgeable about the market and the products available, and finds solutions that meet our individual risk tolerances.
JK
Jeffrey Knecht
Apr 6, 2017
5.0
Working with Brian has been a very positive experience over the years. He is friendly, patient, honest, and very low-pressure. Am very appreciative for all that they do.
NT
Nathan Tift
Feb 9, 2017
1.0
Brian seems to be a nice guy but he showed me his true colors when he insulted then hung up on me when HE called ME. All I did was ask some tough but polite questions about investing strategy. I believe everybody should be financially literate and some good advice is better than no advice, but I would look elsewhere. Someone who tells skeptical customers they are "closed minded" is someone who won't go far in business and whose advice on anything should be questioned.
Frequently Asked Questions About Edward Jones - Financial Advisor: Brian W Benz, CFP®|ChFC®
What type of financial services does Edward Jones - Financial Advisor: Brian W Benz provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Brian W Benz located?
The office is located at 6800 France Ave S, Ste 530, Edina, MN 55435, USA.
What are the office hours for Edward Jones - Financial Advisor: Brian W Benz?
The office is open Monday through Thursday from 8:00 AM to 4:00 PM, Friday from 8:00 AM to 3:30 PM, and closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Brian W Benz?
You can reach them by phone at +1 952-522-6495 or via email at brian.benz@edwardjones.com.
Does Edward Jones - Financial Advisor: Brian W Benz provide any online tools for retirement planning?
Yes, they offer a Retirement Savings Calculator available on their website to help plan and prepare for your financial future.
What languages are spoken at Edward Jones - Financial Advisor: Brian W Benz?
Services are provided in English.
How can I schedule a consultation with Edward Jones - Financial Advisor: Brian W Benz?
You can book an appointment through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/brian-benz/contact/.
What other real estate services are located near Edward Jones - Financial Advisor: Brian W Benz?
Nearby, there are several Edina Realty agents and teams including Diane Eldredge Edina Realty, Aaron Ouska Edina Realty, and Dawnn Eldredge Edina Realty, which can be helpful if you're considering buying or selling a property along with financial planning.
Are there insurance agencies near Edward Jones - Financial Advisor: Brian W Benz?
Yes, nearby insurance agencies include Kevin Kern, Bankers Life Agent; Joshua Welch, Bankers Life Agent; and Abigail Taitano, Bankers Life Agent, which can support additional financial protection needs.
What nearby services might complement a visit to Edward Jones - Financial Advisor: Brian W Benz?
Clients might benefit from visiting nearby financial service providers like Smith Schafer Edina or language improvement at Berlitz Language Centers to complement their financial planning and communication skills.