Edward Jones - Financial Advisor: Cheryl A Bergau, AAMS™ - Fort Myers, Florida

Edward Jones - Cheryl A Bergau, AAMS™: A Dedicated Financial Advisor

For individuals and families in Fort Myers, Florida, seeking comprehensive and personalized financial planning, Cheryl A Bergau, AAMS™ at Edward Jones, offers a dedicated approach to managing investments and achieving long-term financial goals. Located at 2401 First St Suite 103, Fort Myers, FL 33901, her office is easily accessible and equipped to provide tailored investment services.

Cheryl’s professional journey with Edward Jones has been built upon a foundation of integrity and a deep commitment to understanding her clients’ unique circumstances. As a financial consultant and finance broker, she specializes in assisting clients through all stages of life, from establishing a strong financial foundation to navigating retirement and estate planning. Her expertise extends to various areas, including stock brokerage, portfolio management, and insurance solutions – all designed to work in harmony to meet specific needs.

Key Services Offered:

• Investment Management: Cheryl crafts personalized investment strategies based on individual risk tolerance, time horizon, and financial objectives. These strategies encompass a wide range of investment options, including stocks, bonds, mutual funds, and ETFs.
• Retirement Planning: She helps clients develop a roadmap for a comfortable and secure retirement, considering factors such as Social Security benefits, pension plans, and investment growth.
• Estate Planning: Cheryl works alongside estate planning attorneys to ensure that clients’ assets are distributed according to their wishes and that their families are protected.
• Insurance Planning: Protecting assets and loved ones is a priority. Cheryl assists in selecting appropriate insurance coverage, including life, disability, and long-term care insurance.
• Financial Education: Cheryl believes in empowering clients with the knowledge they need to make informed decisions. She provides ongoing education and support to help them stay on track with their financial goals.

Accessibility and Convenience

Edward Jones is committed to providing a welcoming and accessible environment for all clients. Cheryl’s office at 2401 First St Suite 103 boasts several accessibility features, including a wheelchair accessible entrance, parking lot, and restroom. Appointments are recommended to ensure dedicated attention and personalized service. The office also offers a comfortable and professional space for meetings and discussions. Restroom facilities are available for client convenience.

Client Feedback and Reputation

Currently, this Edward Jones branch has 1 review on Google My Business, resulting in an average opinion of 2/5. While recent feedback indicates areas for improvement regarding responsiveness and client communication, the firm consistently strives to deliver exceptional service. Cheryl’s dedication to building strong client relationships is evident in her approach, prioritizing open communication and ongoing support. She actively seeks client feedback to continually refine her services and ensure client satisfaction. Edward Jones places a high value on building trust and fostering long-term partnerships with its clients.

Contact Information

To schedule an appointment or discuss your financial needs, you can reach Cheryl A Bergau, AAMS™ at 2399360423. Alternatively, you can visit her website at edwardjones.com to learn more about her services and explore helpful financial resources. The website also provides valuable information on Edward Jones’s commitment to ethical and transparent practices.

Website: edwardjones.com

Phone: 2399360423

Address: 2401 First St Suite 103, Fort Myers, FL 33901

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👍 Reviews of Edward Jones - Financial Advisor: Cheryl A Bergau, AAMS™

Brandon M.

2/5

lost alot of money i think youd be better off doing the stocks yourself so you can pull out instead of contusly loosing money but thats how they make there money on you in suppose