Edward Jones - Financial Advisor: Kevin J McClelland, ChFC®|ChSNC®|AAMS®

5.0
2 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: Kevin J McClelland, ChFC®|ChSNC®|AAMS®
700 N.E. R D Mize Rd, Blue Springs, MO
64014, United States

Hours

Reviews

5.0
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  • CB
    Cindy Berryman
    Jul 8, 2021
    5.0
    For many years, my husband and I had a different Edward Jones representative. We changed to Kevin about 4 years ago. We had no idea how inadequate our former advisor was until we measured his "performance" to Kevin's. Kevin actively advises, thoroughly educating us about why one stock is preferred over another. He considers the effect that selling a stock would have on our tax liability and is continually researching the best stocks for our investing style. He initiates contact every three months (we heard from our previous advisor once a year) and calls whenever he thinks that something occurring in the current market might be alarming. He returns calls in a timely fashion and is always upbeat. Finally, his advice made us more money the first year than we made in the previous 3 years with our former representative. If you want to work with an advisor who is hard-working, dedicated, and honest, Kevin is your man.
  • TF
    Todd Freitag
    Dec 30, 2019
    5.0
    Kevin is very helpful, certainly knows investing/financial planning & always, always returns calls! Highly recommend Edward Jones/Kevin McClelland!

Frequently Asked Questions About Edward Jones - Financial Advisor: Kevin J McClelland, ChFC®|ChSNC®|AAMS®

What services does Edward Jones Financial Advisor Kevin J McClelland offer?

They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stock and bond brokerage, and investment management tailored to individual client goals.

Where is Edward Jones Financial Advisor Kevin J McClelland located?

The office is located at 700 N.E. R D Mize Rd, Suite 201, Blue Springs, MO 64014, USA.