Edward Jones - Financial Advisor: Michelle K Johnson, CFP®|CPWA®|CEPA®|AAMS™ - Longboat Key, Florida

Address: 595 Bay Isles Rd Suite 260, Longboat Key, FL 34228.
Phone: 9412637821.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Edward Jones - Financial Advisor: Michelle K Johnson, CFP®|CPWA®|CEPA®|AAMS™

☎️9412637821

⏰ Open Hours of Edward Jones - Financial Advisor: Michelle K Johnson, CFP®|CPWA®|CEPA®|AAMS™

Monday: 8 AM–4:30 PM
Tuesday: 8 AM–4:30 PM
Wednesday: 8 AM–4:30 PM
Thursday: 8 AM–4:30 PM
Friday: 8 AM–3 PM
Saturday: Closed
Sunday: Closed

Edward Jones - Financial Advisor: Michelle K Johnson, CFP®|CPWA®|CEPA®|AAMS™ is a highly respected and professional financial services provider, located at 595 Bay Isles Rd Suite 260, Longboat Key, FL 34228. The financial advisor, Michelle K Johnson, is certified in a range of financial planning disciplines, including Certified Financial Planner (CFP®), Certified Private Wealth Advisor (CPWA®), Certified Exit Planning Advisor (CEPA®), and Accredited Asset Management Specialist (AAMS™).

The company specializes in providing comprehensive financial consulting services, including finance brokerage, investment services, and stock brokering. With their extensive experience and expertise, they assist clients in making informed decisions regarding their investments and financial future.

For those interested in scheduling an appointment or learning more about their services, it is recommended to visit their website at edwardjones.com or call them directly at 9412637821. The office features wheelchair accessible parking and restrooms, ensuring accessibility for all clients.

With a solid reputation and a track record of success, Edward Jones - Financial Advisor: Michelle K Johnson has earned an impressive 5/5 average rating based on 7 reviews on Google My Business. This outstanding feedback speaks to the quality of their services and the satisfaction of their clients.

👍 Reviews of Edward Jones - Financial Advisor: Michelle K Johnson, CFP®|CPWA®|CEPA®|AAMS™

Edward Jones - Financial Advisor: Michelle K Johnson, CFP®|CPWA®|CEPA®|AAMS™ - Longboat Key, Florida

Andrew L.

5/5

We have known Michelle for a few years and decided to move our assets from another advisor to Michelle in January 2024. She is light years better than our previous advisor. Michelle took the time to really understand our portfolio and learn about our financial objectives and desires. She then made recommendations that made sense for us. As important to her financial acumen, is Michelle's and her teams responsiveness and service. The main reason we switched providers is because our previous one misunderstood what we wanted and did not execute on simple transactions when desired and we often had to call and remind them to get it done. In the short time we have been working with Michelle,. Lauren, and Linda they have always quickly responded to our calls and emails and willing to explain what needed to be explained. We highly recommend talking to Michelle.

Pat W.

5/5

We are a new client of Michelle's and couldn't be happier. She and her team provide excellent service and communication. They made the process of transferring our assets to EJ was seamless and very easy. We are also very pleased with the types of accounts and the investment options offered by Edward Jones.

Renee F.

5/5

Michelle Johnson is an incredible wealth advisor!!! She's a former CPA who understands your entire financial portfolio. Michelle provides the most superior service I've ever received. She meets with me frequently and is always communicating with full transparency. I feel she cares about me, my investments, and my finances. I highly recommend her to everyone I know.

Barbara B.

5/5

Michelle Johnson has been a partner and guide for several of our tax clients. She has demonstrated holistic planning and has years of real-life experience. I believe she is very competent and possesses high ethical standards. I look forward to many more years working together with her for our shared clients.

Kathy D.

5/5

Excellent communication!!! Always there to help when we need her!! Been with Michelle’s office a long time and highly recommend her to anyone looking for financial planning!! Give her a call!!!

Wendy C.

5/5

Michelle Johnson and her team are the best! They are very helpful, trustworthy, and informative!

Jeremy S.

5/5