Edward Jones - Financial Advisor: Kyle S Bernhardt - Fort Morgan, Colorado

Address: 606 Grant St, Fort Morgan, CO 80701.
Phone: 9705426401.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair accessible parking lot, Restroom, Appointments recommended.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 4.2/5.

📌 Location of Edward Jones - Financial Advisor: Kyle S Bernhardt

☎️9705426401

⏰ Open Hours of Edward Jones - Financial Advisor: Kyle S Bernhardt

Monday: 8 AM–5 PM
Tuesday: 8 AM–5 PM
Wednesday: 8 AM–5 PM
Thursday: 8 AM–5 PM
Friday: 8 AM–4 PM
Saturday: Closed
Sunday: Closed

Introduction to Edward Jones - Financial Advisor: Kyle S Bernhardt

When searching for a reliable financial advisor, Kyle S Bernhardt emerges as a distinguished figure under the esteemed Edward Jones umbrella. Situated at 606 Grant St, Fort Morgan, CO 80701, Kyle offers personalized financial consulting services that cater to a wide range of needs.

Contact Information

For those seeking to reach out, Kyle's contact details are straightforward yet professional. You can dial 970-542-6401 to schedule an appointment. His office is conveniently located, and facilities such as wheelchair accessible parking and restrooms ensure that everyone feels welcomed and comfortable.

Specialties and Services

Kyle boasts a comprehensive skill set as a financial consultant, finance broker, and investment service provider. His expertise in stock broking positions him uniquely to offer strategic investment advice tailored to individual client profiles. Whether you're looking to grow your wealth or plan for a secure future, Kyle's services span a broad spectrum of financial needs.

Customer Opinions and Experience

The testimonials for Kyle speak volumes about his professionalism and personal touch. With 5 reviews on Google My Business, the average opinion stands at a commendable 4.2/5. Clients often highlight Kyle's ability to answer questions comprehensively and his commitment to personalized service. Many have been advised by Kyle for years, relying on his guidance for both their financial planning and investment strategies. The recommendation to "start investing with him sooner rather than later" underscores his reputation for fostering long-term financial health.

Recommendation for Potential Clients

For anyone considering their financial future, Kyle S Bernhardt of Edward Jones presents an opportunity not to be missed. His dedication to understanding and addressing individual financial goals makes him an outstanding choice for new and seasoned investors alike.

To explore further or to schedule a consultation, visiting his official page at edwardjones.com is highly recommended. There, you'll find more detailed information about how Kyle can assist you in achieving your financial aspirations. Don’t underestimate the power of early investment; taking that first step with Kyle could significantly impact your financial journey.

Remember, every expert has their unique approach and style, and Kyle's combination of professionalism, intelligence, and personal engagement makes him a standout advisor. Don't wait; your financial future deserves the attention and expertise Kyle S Bernhardt provides. Contact him today to take the first step towards financial security and prosperity.

👍 Reviews of Edward Jones - Financial Advisor: Kyle S Bernhardt

Edward Jones - Financial Advisor: Kyle S Bernhardt - Fort Morgan, Colorado

Madison N.

5/5

My husband, sister and I have all been using Kyle for years. Kyle and Marsha are an A + team! He is very professional, very personal to each and every situation, very intelligent, and is always able to answer any questions or concerns we have. We would HIGHLY recommend investing your money here. The earlier the better. Every day counts. The only regret you'll have is that you didn't start investing with him sooner.

Lorie B.

5/5

I have found Kyle to be highly professional and educated in dealings with him about my finances. He helped me to figure out a way to be able to retire much earlier than I originally thought I could. Likewise, Kyle has really helped my money to grow. I have found him to be honest and highly competent as my financial advisor. I highly recommend him to anyone in Morgan County!

Fawn M.

1/5

My family gifted me shares through Kyle and I know very little about how trades work. Instead of informing me that I could borrow money against the shares that I wouldn't have to pay back (except the interest) he basically informed me my only option was to keep them or sell them. He tricked me. He knew I knew very little about how everything worked and even after 4-5 telephone calls he failed to mention I had the option of a margin loan. Instead he, as my FINANCIAL ADVISOR, assisted me in selling these shares. My family put those shares there to help me as I was struggling. Why instead he advised that if I needed the money I'd have to sell my shares INSTEAD of the margin loan was an absolute FAIL on his part. I would NOT recommend using Kyle as he was dishonest and withheld information that should absolutely shared with me, the client. He's made excuse after excuse but I see NO excuse why the margin loan wasn't discussed. He made decisions FOR me instead of giving me options.

Tom G.

5/5

Awesome

Matt M.

5/5