Edward Jones - Financial Advisor: Julie A Martinez, CFP®|CEPA® - Erie, Colorado
Address: 77 Erie Village Square Ste 230, Erie, CO 80516, United States.
Phone: 7207697311.
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 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Edward Jones - Financial Advisor: Julie A Martinez, CFP®|CEPA®
⏰ Open Hours of Edward Jones - Financial Advisor: Julie A Martinez, CFP®|CEPA®
- Monday: 8 AM–4 PM
- Tuesday: 8 AM–4 PM
- Wednesday: 8 AM–4 PM
- Thursday: 8 AM–4 PM
- Friday: 8 AM–4 PM
- Saturday: Closed
- Sunday: Closed
Edward Jones - Financial Advisor: Julie A Martinez, CFP®|CEPA® is a financial consultant, finance broker, investment service, and stock broker located at 77 Erie Village Square Ste 230, Erie, CO 80516, United States. The company can be contacted by phone at 7207697311.
Julie A Martinez, CFP®|CEPA® is an experienced financial advisor who specializes in helping individuals and businesses with their financial needs. With her expertise as a Certified Financial Planner (CFP®) and a Certified Exit Planning Advisor (CEPA®), she is equipped to provide comprehensive financial planning and investment strategies tailored to each client's unique goals and circumstances.
The company's office is wheelchair-accessible, with designated parking spaces, an accessible entrance, and accessible restrooms. Appointments are recommended, and the company can be easily reached through its website at edwardjones.com.
Edward Jones - Financial Advisor: Julie A Martinez, CFP®|CEPA® offers a wide range of financial services, including investment management, retirement planning, estate planning, and insurance services. As a financial consultant and investment service provider, the company's primary goal is to help clients build and protect their wealth through sound financial strategies and investment opportunities.
Julie A Martinez, CFP®|CEPA® is dedicated to providing personalized attention and customized financial solutions to each client. She takes the time to understand her clients' financial goals, risk tolerance, and investment objectives, and then develops a tailored plan to help them achieve their financial dreams.
One of the unique aspects of Edward Jones - Financial Advisor: Julie A Martinez, CFP®|CEPA® is the company's commitment to providing accessible services for all clients. The wheelchair-accessible parking, entrance, and restrooms make it easy for clients with mobility challenges to access the office and receive the financial guidance they need.
While there are currently no reviews for Edward Jones - Financial Advisor: Julie A Martinez, CFP®|CEPA® on Google My Business, the company's commitment to providing personalized financial solutions and accessible services makes it an excellent choice for those seeking financial advice.