Edward Jones - Financial Advisor: Chris Bernardi, CFP®|AAMS®

5.0
7 reviews
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Business Details

111 W North River Dr, Spokane, WA
99201, United States
(509) 279-2574
https://www.edwardjones.com/us-en/financial-advisor/chris-bernardi
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About

Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy

Location

Edward Jones - Financial Advisor: Chris Bernardi, CFP®|AAMS®
111 W North River Dr, Spokane, WA
99201, United States

Hours

Reviews

5.0
7 reviews
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  • PM
    Patricia McManus
    Nov 13, 2023
    5.0
    I have been with Chris for over five years. He and his staff have always been very helpful and nice
  • KS
    Kim Schultz
    May 1, 2023
    5.0
    I have know Chris for a long time and have always found him trustworthy, honest and dedicated. He meets with us regularly to review our portfolio to ensure we are on track with our investment goals. He contacts us directly when something in the US or world has a major affect on the market to provide us guidance and information to make, or not make, changes in our strategy. He and his team are constantly sending out reading material to keep us update to date on the happenings within the market, and holds in-person seminars with individuals who specialize is specific subjects such as taxes and what to know before you retire. When I had a pension payout, I asked Chris to invest it for me, and I continue to watch it grow. We have put our trust in Chris as he continues to watch out for our best interest and meets our expectations each and every year.
  • LM
    Lynn Matson
    Jan 4, 2021
    5.0
    Chris Bernardi is extremely professional but also very down to earth and friendly. We’re very comfortable and trust Chris to advise us in our best interest for the present and the future. He’s honest and trustworthy plus he and his staff are always available when we have questions. We would and have recommended Chris and Edward Jones for investment services.
  • DR
    Dennis Reed
    Dec 23, 2020
    5.0
    Chris has been managing our portfolio for over 3 years now. We moved to Chris so that we had a local representative we could meet in person and discuss our goals. Chris takes the time to listen to both my wife and I and always answers our questions in a terms we can understand.
  • DR
    Dana Reinke
    Sep 25, 2019
    5.0
    Chris and his team are amazing. My hubby and I came to him with our retirement accounts "all over the place" and he took the time and energy to help us get organized. He actually listens, asks all the right questions, and provides top of the line financial services. The Edward Jones platform is fantastic and really helps you see exactly where you are at, and what you need to do to get where you want to be financially in the future. We highly refer Chris Bernardi as your Edward Jones Financial Advisor.
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Frequently Asked Questions About Edward Jones - Financial Advisor: Chris Bernardi, CFP®|AAMS®

What types of financial services does Edward Jones - Financial Advisor: Chris Bernardi offer?

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

What are the office hours for Edward Jones - Financial Advisor: Chris Bernardi?

The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.