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Edward Jones - Financial Advisor: Melanie S Ochs, AAMS™
150 Riverside Parkway, Fredericksburg, Virginia, United States
About the Edward Jones - Financial Advisor: Melanie S Ochs, AAMS™
Edward Jones - Financial Advisor: Melanie S Ochs, AAMS™ is a trusted financial institution located at 150 Riverside Parkway in Fredericksburg, Virginia, United States. Specializing in personalized financial planning services, Melanie S Ochs, AAMS™ is dedicated to helping individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can expect expert guidance and tailored solutions to meet their specific needs. Whether you are planning for retirement, saving for college, or investing for the future, Melanie S Ochs, AAMS™ is committed to providing sound financial advice and exceptional service. Contact them today to schedule a consultation and take the first step towards a secure financial future.
Photos of Edward Jones - Financial Advisor: Melanie S Ochs, AAMS™
150 Riverside Pkwy Suite 214, Fredericksburg, VA 22406, United States
Opening hours of Edward Jones - Financial Advisor: Melanie S Ochs, AAMS™
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Edward Jones - Financial Advisor: Melanie S Ochs, AAMS™
"Melanie Ochs is very knowledgeable and takes your financial well-being to heart. I needed an advisor who was not afraid to be straight to the point, up front and not beat around the bush. She met my every expectation and then some. I recommend her to everyone I have financial conversations with."
"Melanie is a fantastic advisor and I wish I had been using her years earlier. I left my job to start my own business and was lost when it came to personal planning. Melanie helped me figure out what to do with my old 401k (and it's performing a lot better than before I moved it), I'm saving again for my retirement, she's helped me plan for a new house, and even helped me figure out how to handle health care now that I have my own business. I think I have fairly complex needs and Melanie has been an invaluable partner with all of them. I couldn't recommend her enough. EDIT: Since my original review, Melanie has helped with establishing 529s for my kids and facilitating a new 401k program for my company. She's 100% amazing!"
"When you decide to make an investment in your financial future, you are handing someone your entire life. I was not willing to trust that to just anyone. Melanie Ochs took the time to know me, my story, my family, and my financial goals. She made sure that I understood my investments and although I had many questions, she made me feel like I was her only client. Melanie is professional, encouraging, knowledgeable, and trustworthy. She loves what she does and it shows in her impeccable commitment to excellent service. I am comfortable with handing her my entire life!"
"My husband and I have found Melanie's guidance very helpful as we navigate through retirement and other recent life changes. She is thorough, informative, listens well, and is able to clearly explain all of our options. Her attention to detail and commitment to our financial success is very reassuring, but it is her enthusiastic and caring personality that make her an absolute joy to work with!"
"Highly recommend Melanie to anyone looking to start financial planning for the future or take their portfolio to the next level. After 10 years of lackluster performance at Wells Fargo I moved my accounts over to Edward Jones with Melanie. She’s very easy to talk to and explains things clearly so that you can learn as much as you want if you prefer to be heavily involved but she’s also willing to make things very easy if you prefer to be hands off. She’ll help you plan for any of your financial goals in life and make suggestions on creative ways to finance your goals now and in the future. At tax time this year I was facing a huge tax bill due to new growth in my 1099 income. A quick phone call to Melanie and she had me setting up a new SEP IRA to help move more money to old me so young me wouldn’t have to pay so much in taxes. Integrity is impeccable, can’t say enough great things."
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