Edward Jones - Financial Advisor: Jared Allen, CFP®|ChFC®|CPWA®|AAMS™ 1039A Pulaski Highway, Havre de Grace, MD 21078
About the Business
Edward Jones - Financial Advisor: Jared Allen, CFP®|ChFC®|CPWA®|AAMS™ is a reputable finance institution located at 1039A Pulaski Highway in Havre de Grace, Maryland, United States. Jared Allen, a certified financial planner with multiple prestigious designations, leads a team of professionals dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, Edward Jones provides comprehensive wealth management services to individuals and families in the Havre de Grace area. Whether you are planning for retirement, saving for education, or building an investment portfolio, Jared Allen and his team are committed to providing expert guidance and support every step of the way.
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Location & Phone number
1039A Pulaski Hwy, Havre De Grace, MD 21078, United States
Hours open
Monday:
08:00 - 16:00
Tuesday:
08:00 - 16:00
Wednesday:
08:00 - 16:00
Thursday:
08:00 - 16:00
Friday:
08:00 - 13:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Absolutely impressed with Jared Allen. Not only is he extremely personable, there's a calmness about him...that's infectious. His vast knowledge about finances in general, financial investments, tax strategies, the markets, etc., to include being very familiar with Government Retirement System, is pretty incredible, on point, and exactly what I need. I retire from the Federal Government next year and feel very fortunate Jared is there every step of the way with this transition."
"Jared was very thorough and absolutely amazing!!! He ensured that we understood everything and gave us really solid advice!!! I highly recommend anyone to spend time with Jared. Financial literacy is so important! I will be sending my kids to him! Wish I would have known him when I was first starting my career! Thanks Jared!!"
"My Wife and I have been working with Jared for several years now and I couldn't be any more satisfied with his guidance. He really takes his time with you so that he can understand your goals. He develops a plan specific to your situation instead of giving generic advice. One of my favorite things about Jared is how he educates you on what is happening in the market and he explains why he makes his recommendations. Jared is intelligent, patient, and enthusiastic about his profession and is a great resource for anyone looking for financial advice."
"Jared has so much to offer in the way of financial investment strategy and retirement planning. He operates with boundless enthusiasm. He has a remarkable sense of empathy to understand my goals – short and long term - then implement a strategy by utilizing his knowledge base and financial tool kit. I could not be happier with his professionalism, intellect, and abilities. This guy is a wunderkind"
"If you want customer service and excellent information to make an informed decision, look no further than with Jared Allen. We met when he took the time to walk our neighborhood and meet the people and see if I had any needs. I did not at the time; BUT since then I have rolled over an IRA, I am setting up a Education Savings Plan for my granddaughters and he is helping me with other investments. He gives of his time, talents and is not a pushy "do it my way only" type of financial advisor! You will not regret contacting Jared TODAY! SO CALL HIM NOW!"
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