Edward Jones - Financial Advisor: George Stefanou, CFP®|CPWA®|CEPA®|AAMS™|CRPC™|CRPS™ - Orlando, Florida

Edward Jones - Financial Advisor: George Stefanou, CFP®|CPWA®|CEPA®|AAMS™|CRPC™|CRPS™

Located at 45 W Crystal Lake St Suite #199, Orlando, FL 32806, George Stefanou is a highly reputable financial advisor with a specialization in financial consulting, finance brokering, investment services, and stock brokerage. He holds several prestigious certifications, including CFP®, CPWA®, CEPA®, AAMS™, CRPC™, and CRPS™, demonstrating his deep expertise and commitment to providing top-notch financial advice to his clients.

Specialties and Services Offered

• Financial consultant
• Finance broker
• Investment service
• Stock broker

George Stefanou and his team strive to offer personalized service that caters to each client's unique financial situation, retirement goals, and risk tolerance. His approach to financial planning is comprehensive, ensuring a well-diversified strategy that takes into account various factors such as age, risk profile, and investment objectives.

Accessibility and Appointments

The office is conveniently located with wheelchair accessible parking, entrance, and restroom facilities. It is recommended to make an appointment prior to visiting to ensure the best possible service.

Client Reviews and Feedback

Edward Jones - Financial Advisor: George Stefanou has received an impressive 5/5 rating based on 5 reviews from clients on Google My Business. Clients appreciate George's personalized approach, his ability to create tailored strategies that align with their individual needs, and his staff's commitment to exceptional customer service.

"I'm so happy to strongly endorse George Stefanou as an investment advisor. I was with an investment firm who just wanted to throw me into 'the thing' that was their favorite 'one size fits all' formula. Well, their plan didn't fit ME. George carefully listened and drafted a strategy that includes my age, retirement goals and diversification to lower my risk. Plus, he's just plain smart and that's not always easy to find. He also has a great staff."

Contact Information

Phone: 407-249-8307
Website: edwardjones.com

Final Recommendation

For those seeking a knowledgeable and experienced financial advisor in Orlando, FL, George Stefanou at Edward Jones is an excellent choice. His certifications, client testimonials, and commitment to personalized service make him stand out in the industry. We highly recommend scheduling an appointment with George Stefanou to discuss your financial goals and discover how he can help you achieve them. Visit his website or contact him directly at the provided information to take the first step towards securing your financial future.

👍 Reviews of Edward Jones - Financial Advisor: George Stefanou, CFP®|CPWA®|CEPA®|AAMS™|CRPC™|CRPS™

Jay M.

5/5

I'm so happy to strongly endorse George Stefanou as an investment advisor. I was with an investment firm who just wanted to throw me into "the thing" that was their favorite "one size fits all" formula. Well, their plan didn't fit ME. George carefully listened and drafted a strategy that includes my age, retirement goals and diversification to lower my risk. Plus, he's just plain smart and that's not always easy to find. He also has a great staff.

Joseph N.

5/5

George is very good at keeping in touch with me and returning my calls. I am rather active in monitoring my accounts and specific investments and appreciate his suggestions/input. He also is knowledgeable about various investment alternatives.

Eli R.

5/5

I've really appreciated George's approach and have enjoyed working with him the last 4 months. He explains all of my options and works with me based on my risk tolerance to make a decision on what to do next. Easy to work with and no pressure.

Thomas B.

5/5

Best financial adviser in Florida! George is never in it for personal gain, he will always look for YOUR best interest. I highly recommend this individual

Thomas B.

5/5