Edward Jones - Financial Advisor: Brandon Willert, CFP®|AAMS™ - Colorado Springs, Colorado

Edward Jones - Financial Advisor: Brandon Willert, CFP®|AAMS™

Edward Jones is a reputable financial firm with a focus on providing personalized financial consulting and investment services. The firm's advisor, Brandon Willert, CFP®|AAMS™, is highly regarded in the industry for his expertise, integrity, and commitment to clients' best interests.

Location and Contact Information

The Edward Jones office, led by Brandon Willert, is located at Address: 2435 Research Pkwy #205, Colorado Springs, CO 80920, United States. You can easily reach them by phone at Phone: 7192823303 or visit their website at Website: edwardjones.com.

Specialties

Brandon Willert and his team specialize in financial consulting, finance brokerage, investment services, and stock brokerage. They are dedicated to understanding each client's unique financial goals and needs, and work diligently to create tailored strategies to help them achieve those objectives.

Additional Points of Interest

The office offers wheelchair-accessible parking and restrooms, making it easily accessible for all clients. Appointments are recommended to ensure that you receive the dedicated time and attention you deserve. This Edward Jones office has received 4.3/5 stars based on 4 reviews on Google My Business.

Client Testimonials

"Brandon Willert is one of the most honest, intentional, personal, and competent financial advisers with which you will have the pleasure of doing business He regularly takes the time to assess my investments, analyzing my goals and watching the markets closely. He cares to know my family and our financial needs and goals. He is patient, tempered, and generous. His staff is always personable, knowledgeable, timely, and respectful."

Final Recommendation

When seeking expert financial guidance, consider Edward Jones - Financial Advisor: Brandon Willert, CFP®|AAMS™. Their dedication to clients, personalized approach, and investment expertise make them an excellent choice for those looking to secure their financial future. Contact them today through their website or by phone to schedule an appointment and begin your journey towards financial success.

👍 Reviews of Edward Jones - Financial Advisor: Brandon Willert, CFP®|AAMS™

Wendy Swearingen

5/5

Brandon Willert is one of the most honest, intentional, personal, and competent financial advisers with which you will have the pleasure of doing business! He regularly takes the time to assess my investments: analyzing my goals and watching the markets closely. He cares to know my family and our financial needs and goals. He is patient, tempered, and generous. He has the foundational integrity to look out for the best interest of his clients. His staff is always personable, knowledgeable, timely, and respectful. Choosing Brandon and his team is a smart financial move.

Kim Richter

5/5

Brandon Willert and his amazing team have been a great find for us! We have always been so appreciative of his knowledge, expertise, and professionalism! They are all so personable, helpful and are so thoughtful to our needs! So happy with Brandon and his team!

Jeff Olivero

2/5

Nice people, but I tried to move money out of an account and national rep said I had to go to the branch to move money out to a different broker. I called this branch, told them the same thing and they told me to come in. I go in and tell the nice office lady I wanted to trasnfer money out and then I meet Brandon and tell him the same thing. He tries to sell me on staying with Edward Jones, but I tell him I want to transfer money out. Then he says he can't do that and I have to do that through my broker. Thanks for wasting my time and three representatives of Edward Jones not telling me what I need to hear and just trying to sell me on their services. I was not impressed.

Sandy D

5/5

I was impressed with Brandon Willert and his team. I feel very confident working with them as my investor.