Edward Jones - Financial Advisor: PJ Musilli, CRPC™ - Colorado Springs, Colorado

Address: 5575 Tech Center Dr Suite 216, Colorado Springs, CO 80919, United States.
Phone: 7198964387.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, Appointments recommended.
Opinions: This company has 14 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Edward Jones - Financial Advisor: PJ Musilli, CRPC™

☎️7198964387

⏰ Open Hours of Edward Jones - Financial Advisor: PJ Musilli, CRPC™

Monday: 8 am–5 pm
Tuesday: 8 am–5 pm
Wednesday: 8 am–5 pm
Thursday: 8 am–5 pm
Friday: 8 am–5 pm
Saturday: Closed
Sunday: Closed

Edward Jones, located at Address: 5575 Tech Center Dr Suite 216, Colorado Springs, CO 80919, United States, is a well-established financial advisory firm with a reputation for providing top-notch investment services. With a team led by PJ Musilli, CRPC™, the firm specializes in financial consulting, finance brokering, investment services, and stock brokering.

At Edward Jones, clients can expect personalized attention, with the team taking the time to understand each individual's financial goals and risk tolerance. This approach allows them to create tailored investment strategies that help clients build and protect their wealth over the long term.

The firm's physical location is fully accessible, with wheelchair-accessible parking, entrances, and toilets. Appointments are recommended, but not required, and there are toilets available for all clients.

Edward Jones has received numerous positive reviews from satisfied clients, with a average opinion of 5/5 based on 14 reviews on Google My Business.

If you're looking for a financial advisor who can help you navigate the complex world of investing and achieve your financial goals, Edward Jones is an excellent choice. With a proven track record of success and a commitment to personalized service, they are well-equipped to help you build a secure financial future.

You can learn more about Edward Jones and their services by visiting their website: edwardjones.com.

Recommendation:

If you're looking for a financial advisor who can help you grow and protect your wealth, Edward Jones is an excellent choice. With a focus on personalized service and a commitment to helping clients achieve their financial goals, they are well-equipped to help you build a secure financial future. Visit their website today to learn more about their services and how they can help you achieve your financial dreams.

👍 Reviews of Edward Jones - Financial Advisor: PJ Musilli, CRPC™

Edward Jones - Financial Advisor: PJ Musilli, CRPC™ - Colorado Springs, Colorado

Stacie C.

5/5

I met with PJ Musilli of Edward Jones recently to discuss retirement planning. PJ was responsive (called me back right away), personable (asked me about what I like to do and then shared some of his personal life with me too), a good listener (asked me what my goals were, took notes), and thoughtful in terms of what was going to be best for me going forward after he heard my story (wasn't pushy or self-serving). He spent two hours of his time with me - at no charge - to go over my finances and give me some preliminary counseling. Using two computer screens and turning one towards me so that I could participate in the process was super helpful. PJ assessed my financial status in terms of being able to retire at certain points in time. He also described the different ways we could work together if I hired him: I could make the investment choices, we could work together to make the choices, or he could make all the investment decisions for me. I thought that was a good initial indicator that PJ strives to be transparent and manage his business relationships with integrity. At the end of my appointment with PJ, we both realized it wasn't the right time to establish a business relationship. However, I left his office with some very definite ideas about how to move forward with planning and savings. I have PJ's business card and I would not hesitate to recommend him to others. Great guy. Kind. Patient. Knowledgeable. Considerate. Helpful. 5 stars.

Jeff Hayes

5/5

PJ has been managing our investments for 2 1/2 years. He brings the resources of Edward Jones plus his own wisdom in adapting our investments to our specific situation and needs. I call him every month or two whenever I have a sense that the portfolio needs adjusting or when I have a question about a possible investment. He gives me his sense of what would be best and then does further investigations and gets back with me. I feel that the fee we pay to Edward Jones is repaid several time over in increased returns and in losses avoided. I have recommended him without reservation to several friends, relatives, and even our HOA, and several are now using PJ.

David Hays

5/5

PJ is a friend who takes a keen interest in his clients. He will provide solid financial wisdom based on historical trends. I am a bit self directed and I can count on him to provide solid advise but at the end of the day I’ll make the call and we go from there. I highly recommend him!

Rich Pantusa

5/5

PJ is a rare professional. He genuinely got to know me, my family, and our dreams. Then he went to work crafting a plan custom-made for us. More importantly, he joyfully encouraged us and took the pressure off by building our plan one small step at a time.

Leith McHugh

5/5

PJ is a dear friend. He is also a wise and trusted advisor. He has been so helpful, patient and attentive to us. I have so appreciated his kindness in educating us along the way.

Julie Golter

5/5

In a world where there is lots to worry about, it is a relief to know that our investments are in such capable professional hands. PJ has amazing work ethic and integrity treating his clients with intentionality and care. We are so thankful to gave PJ on our team!

Aaron Mchugh

5/5

PJ has been our advisor for two+ years and consistently provides us sound and helpful financial advice. He's the financial coach we've needed and brings a level head and a great listening ear.

Robin Pantusa

5/5

P.J is kind. Patient. Caring. Knowledgeable in his field. Passionate about his work. And continually desires to learn and grow in his profession. I’m grateful to have someone with all these characteristics and more, advising my husband and me with our finances. He is truly the best.