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Edward Jones - Financial Advisor: Chris Stockton, CEPA®
Chris is a great financial advisor and has shown time and time again why he is one of the best. I have had him as my financial advisor for the past five years and my portfolio has done better under him than anywhere else. He took the time to understand my goals and worked with me to find a plan that worked best for my current situation. He is really patient when it comes to questions I have about trying to understand all the different types of investments and strategies and takes the time to explain them to me. He is proactive when it comes to talking about changes in the market and how that may affect my accounts and determining a strategy that works for me to best handle those changes.
He is extremely responsive to communication, which is so important when it comes to financial matters. I know that I can call his office or email him and get a response right away. His staff are extremely knowledgeable and they always make me feel like I am a valued client with how quick and genuine their responses are.
He understands the financial freedom that can come from good financial management and using that knowledge to help his clients be successful. He is a pillar of the community and has worked to find ways to host educational sessions on different topics in the community.
I am thankful for his sound advice, knowledge on the market and factors that can contribute to changes, and appreciate his steadfastness in investment strategies to maximize what I have invested.
CH
Carol Helsabeck
Jun 11, 2024
5.0
HANDS DOWN BEST CUSTOMER SERVICE! Chris is a great resource for helping making your money go further. Highly recommend him and his team.
BD
Ben Debayle
Apr 26, 2024
5.0
Chris is the kind of advisor that does the research and takes the time to stay cutting-edge on all the nuanced changes of the evovling financial landscape. He truly sees the big picture and prepares comprehensive strategies that take into account estate planning, taxes, and how those interact with the overall financial plan. I can't recommend him enough. You can TRUST him.
AJ
Amy J
Apr 11, 2024
5.0
I strongly recommend Chris to anyone looking for a financial advisor. Very trustworthy in knowing what I need in order to achieve my retirement goals. He has helped me understand how my money is invested and is always available when I have questions.
SI
Scot Irwin
Mar 22, 2023
5.0
I highly recommend Chris Stockton as a financial advisor. He and his staff made time for us and worked hard to help us take the steps we needed to take for our future. Give him a call!
Frequently Asked Questions About Edward Jones - Financial Advisor: Chris Stockton, CEPA®
What services does Edward Jones - Financial Advisor: Chris Stockton offer?
Chris Stockton provides financial advising, investment management, investment funds, and stock brokerage services.
How can I contact Chris Stockton at Edward Jones?
You can call the main phone at +1 405-451-1339 or the alternate phone at +1 405-992-0645, or email chris.stockton@edwardjones.com.
Where is Edward Jones - Financial Advisor: Chris Stockton located?
It is located at 602 S West St, Suite B, Stillwater, OK 74074, USA.
What specialities does Chris Stockton focus on?
Specialities include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Chris Stockton?
You can schedule an appointment through the reservation page at https://www.edwardjones.com/us-en/financial-advisor/chris-stockton/contact/.
Where can I learn more about IRAs from Edward Jones?
Learn more about IRAs on their official site: https://www.edwardjones.com/us-en/market-news-insights/retirement/iras/roth-vs-traditional-ira.
Which nearby places can I visit along with Edward Jones in Stillwater?
Nearby, you can visit Saint Francis Catholic Church Cnvnt for a peaceful place of worship or enjoy a meal at Roscoe's Feed Shack, a southern and soul food restaurant.
Are there any nearby food options when visiting Edward Jones - Financial Advisor: Chris Stockton?
Yes, nearby options include Marco's Pizza, Firehouse Subs, Quiznos, D.P. Dough, and Roscoe's Feed Shack for a variety of dining choices.
What nearby services could complement a visit to Edward Jones?
You might consider nearby services such as Stillwater Screenprinting for custom printing, Garden Party Florist for gifts and flowers, or Oklahoma Closing and Title Service for real estate needs.
Is there public transit or landmark information that can help me find Edward Jones in Stillwater?
While specific transit stations are not listed, landmarks like Saint Francis Catholic Church and Birchfield Barber Co. can help you locate the Edward Jones office nearby.