Edward Jones - Financial Advisor: Benjamin J Wilson

5.0
5 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: Benjamin J Wilson
55 Canal St, Laconia, NH
03246, United States

Hours

Reviews

5.0
5 reviews
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  • WT
    Wes Taggett
    Dec 27, 2024
    5.0
    I’ve been working with Ben for a few years, and I couldn’t be happier with the experience. He took the time to understand my goals and provided clear, personalized advice that’s made a real difference in my wife and my financial outlook. Always available to answer questions and very knowledgeable. He truly makes things as hands on or off as you'd like them to be, with great outcomes either way. I highly recommend Ben Wilson to anyone looking for expert financial guidance!
  • MS
    Mary Pat Schmit
    Aug 25, 2023
    5.0
    Ben has done a very successful job in managing our portfolio for more than a decade. He responds to all our concerns and gives us sound advice. He is very professional and approachable and takes the pressure off of managing one of our most valuable assets. Ben takes a personal interest in his clients. I would recommend him to anyone. With great people skills and a solid financial institution behind him he is a valuable person to manage your portfolio, whatever it's worth.
  • JJ
    Jim
    Apr 5, 2022
    5.0
    Ben is professional and always on task. I changed to Ben when Covid hit. My only mistake should have changed when I first met him. He works for you with sound financial advise.
  • CR
    Chris Roche
    Nov 22, 2021
    5.0
    Ben has been my financial advisor for almost a decade. During this time he has provided me with very sound judgment and guidance. He has never suggested any investments that were beyond my risk tolerance, which is conservative in nature. He provides me with great insight in order to make an informed decision on whether to purchase securities or not. Ben is extremely personable and has a wealth of experience behind him that I can trust. He is among the very best in the Lakes Region.
  • KP
    Kimberly Perkins
    Jul 27, 2016
    5.0
    I had a nice conversation with Ben Wilson today. I look forward to working with him. He answered all of my questions and was very knowledgeable about his industry. Thanks Ben.

Frequently Asked Questions About Edward Jones - Financial Advisor: Benjamin J Wilson

What services does Edward Jones - Financial Advisor: Benjamin J Wilson provide?

They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies with face-to-face consultations.

Where is Edward Jones - Financial Advisor: Benjamin J Wilson located?

The office is located at 55 Canal St, Laconia, NH 03246, United States.