Edward Jones - Financial Advisor: Gregory M Phelps, CFP®|CPWA®|CEPA®|AAMS™ - Rockledge, Florida

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Edward Jones - Financial Advisor: Gregory M Phelps, CFP®|CPWA®|CEPA®|AAMS™

Located at 1970 Rockledge Blvd, Rockledge, FL 32955, United States, Edward Jones - Financial Advisor: Gregory M Phelps, CFP®|CPWA®|CEPA®|AAMS™ is a distinguished financial services firm offering expert guidance in financial planning, investment services, and more. With a strong focus on personalized service, Gregory Phelps and his team are committed to helping clients achieve their financial goals.

About Gregory Phelps

Gregory Phelps, a Certified Financial Planner (CFP®), Certified Private Wealth Advisor (CPWA®), Certified Elder Planning Specialist (CEPA®), and an Accredited Asset Management Specialist (AAMS™), brings a wealth of knowledge and expertise to his role as financial advisor. He understands the unique financial needs of each client and works closely with them to develop tailored strategies for success.

Specialties and Services Offered

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

Additional Information and Reviews

Other points of interest at this location include wheelchair-accessible parking and restrooms. It is recommended to schedule an appointment in advance. The company has received 4 reviews on Google My Business, with an impressive average rating of 5/5.

Reviewers praise Gregory Phelps and his team for their exceptional service, personalized approach, and in-depth knowledge of financial planning. One reviewer states, 'If only I could give more than 5 stars Greg and his team are amazing, they take the time to go over everything detail, answers every question and ensures that your set to take the proper steps towards retirement Highly recommend Greg and his team as your go-to' Another reviewer appreciates Greg's comprehensive understanding of their financial situation and his ability to create personalized goals aligned with their priorities.

To learn more or to schedule a consultation with Gregory Phelps, visit the official Edward Jones website or call 3216366882.

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👍 Reviews of Edward Jones - Financial Advisor: Gregory M Phelps, CFP®|CPWA®|CEPA®|AAMS™

J M.

5/5

If only I could give more than 5 stars! Greg and his team are amazing, they take the time to go over everything detail, answers every question and insures that your set to take the proper steps towards retirement! Highly recommend Greg and his team as your go to!

Deborah C.

5/5

Gregs knowledge of all areas of our financial situation gave us a clear picture of our retirement. He helped us create goals as well listened to what is most important to us. Truly a personalized experience.

Isla K.

5/5

I highly recommend using Greg for any financial services he offers. He’s very knowledgeable, honest, and always available. I highly value his advice because I know he has my best interest for my goals in mind!! His team is fantastic as well. Definitely recommend!

Mike

5/5

Greg and his team are as professional as they come and you can rest easy knowing that they have your best interests in mind. My investments have doubled since meeting with Greg. Thank you Sir!