Edward Jones - Financial Advisor: Amy E Wolf, CFP®

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: Amy E Wolf, CFP®
52 Sunderland Way, Essex Junction, VT
05452, United States

Hours

Reviews

5.0
2 reviews
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  • ST
    Scottie Taylor
    Mar 3, 2025
    5.0
    Amy’s thoughtfulness, attentiveness, and care is unparalleled. She individualizes care and planning to your needs, made me feel listened to, and as involved (or for me, not so involved!) as you desire. Amanda, front desk support, is a gem. Inclusive space, honors your identities, and works with you, for you. Could not recommend Amy enough.
  • CS
    Christine Badalamenti Smith
    Dec 18, 2023
    5.0
    Amy is incredible to work with. She's generous with her time and generous of spirit. She makes sure you understand everything before you make any decisions and she'll guide you toward what's in your personal best interest. She's gentle and compassionate when delivering information that might otherwise be hard to take. If you're looking for a supportive, professional, honest human, I highly recommend Amy.

Frequently Asked Questions About Edward Jones - Financial Advisor: Amy E Wolf, CFP®

What services does Edward Jones - Financial Advisor: Amy E Wolf, CFP® provide?

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

What are the office hours for Edward Jones - Financial Advisor: Amy E Wolf, CFP®?

The office is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on weekends. On Fridays, visits are by appointment only.