Edward Jones - Financial Advisor: Melanie Connelly, CFP®|AAMS™ 4029 Central Avenue, Toledo, OH 43606
About the Business
Edward Jones - Financial Advisor: Melanie Connelly, CFP®|AAMS™ is a reputable financial institution located at 4029 Central Avenue in Toledo, Ohio, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Melanie Connelly offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Melanie Connelly, CFP®|AAMS™ is committed to providing exceptional service and guidance in the ever-changing world of finance.
Photos
Location & Phone number
4029 Central Ave, Toledo, OH 43606, United States
Hours open
Monday:
8:00 AM - 4:00 PM
Tuesday:
8:00 AM - 4:00 PM
Wednesday:
8:00 AM - 4:00 PM
Thursday:
8:00 AM - 4:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Melanie is intelligent and kind, and she really knows what works for her clients. It is definitely worth the time to talk to her about your financial needs."
"It is so refreshing to see a financial advisor who has their client's best interest at heart! Melanie goes above and beyond to ensure her clients have the best retirement planning, college saving, and invest options available. She is very knowledgeable and highly responsive."
"We've had a great experience with Melanie. We expected we'd be SOL for retirement after being low income for quite a while, but she helped us work within our comfort zone to make a plan that will take care of our retirement needs. She's very knowledgeable, has a passion for helping people do well financially, and gets to know her clients so she can suggest options they might like to consider. I'd definitely recommend her."
"Love, love, love this lady! So passionate about her job and helping people realize their financial needs and goals. Love her secretary Kellie as well, super customer service!!!"
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- Financial Advisor
- Audit & Consulting
- 401K Plans
- 529 College Savings
- Accrued Asset Management
- Asset Management
- Business Succession Planning
- Certified Financial Planner
- Estate Planning
- Family Office
- Financial Advisor
- Financial Goals
- Financial Planning
- Financial Security
- Individual Retirement Accounts
- Inflation Protection
- Inheritance Planning
- Insurance Services
- Investment Advice
- Investment Management
- Investment Research
- Investment Strategies
- Investments
- Life Insurance
- Long-Term Financial Planning
- Personal Finance
- Portfolio Management
- Retirement Planning
- Retirement Savings
- Risk Management
- Small Business Financing
- Tax Planning
- Wealth Creation
- Wealth Management
- Wealth Protection
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