Edward Jones - Financial Advisor: Alison Vento, ChFC®|WMCP®|CRPC™ - Boca Raton, Florida

Edward Jones - Financial Advisor: Alison Vento, ChFC^®|WMCP^®|CRPC^™

Located at 165 SE Mizner Blvd #17, Boca Raton, FL 33432, United States, Edward Jones - Financial Advisor: Alison Vento, ChFC^®|WMCP^®|CRPC^™ is a top-rated financial advisory firm. Their phone number is 5616200867 and their website is edwardjones.com. Some of their specialties include financial consulting, finance brokering, investment services, and stock brokerage. The firm is also wheelchair accessible with parking, entrance, and toilets available.

With an impressive average rating of 5/5 based on 3 reviews on Google My Business, it's clear that Alison Vento and her team provide exceptional financial advice. One client raved about Alison's ability to 'strike the right balance between growth and risk mitigation,' while another praised her 'caring, approachable, and trustworthy' nature. These testimonials illustrate that Alison manages her clients' portfolios with diligence and empathy, earning her a stellar reputation in the industry.

Alison Vento holds multiple professional certifications, including ChFC^® (Chartered Financial Consultant), WMCP^® (Wealth Management Certified Professional), and CRPC^™ (Chartered Retirement Planning Counselor). These designations demonstrate her commitment to staying up-to-date with the latest financial planning strategies and techniques. Whether you're looking to grow your investments, plan for retirement, or simply need guidance on managing your finances, Alison and her team at Edward Jones are well-equipped to assist you.

To schedule an appointment or learn more about their services, visit their website or call the office directly. With a proven track record of success and a client-centric approach, Edward Jones - Financial Advisor: Alison Vento, ChFC^®|WMCP^®|CRPC^™ is an excellent choice for anyone seeking a reliable and knowledgeable financial advisor in the Boca Raton area.

👍 Reviews of Edward Jones - Financial Advisor: Alison Vento, ChFC®|WMCP®|CRPC™

Bonny R.

5/5

I've been incredibly impressed with Alison and her ability to manage my portfolio. She's struck the right balance between growth and risk mitigation, ensuring my investments are both profitable and secure. Her regular updates and reviews keep me informed and involved. Beyond her financial expertise, Alison is caring, approachable, and trustworthy. She manages my money the way she would her own. I feel confident that my portfolio is in very capable hands.

Tiffany C. C.

5/5

Alison has been a dream to work with. She takes time to educate on investment options and understands our individual needs as a family. She keeps us informed and takes time to explain details and strategies. I trust her and recommend her very highly for her experience and knowledge.

Deb J.

5/5

Alison Vento has been very supportive as my financial advisor. She's knowledgeable and thoughtful and answers all of my questions. She books regular checkpoint meetings to discuss progress and next steps. And she comes thoroughly prepared for our sessions. I always feel like she's focused on our conversation and not rushing to get to the next appointment. I depend on her to help me navigate the current financial environment and make sound decisions.