Edward Jones - Financial Advisor: Seth R Winkle, CFP®
873 East Franklin Street, Centerville, Ohio, United States
About the Edward Jones - Financial Advisor: Seth R Winkle, CFP®
Edward Jones - Financial Advisor: Seth R Winkle, CFP® is a reputable finance institution located at 873 East Franklin Street in Centerville, Ohio, United States. As a Certified Financial Planner, Seth R Winkle provides expert financial advice and guidance to help individuals and families achieve their financial goals. With a commitment to personalized service and a focus on long-term financial planning, clients can trust Edward Jones to help them navigate the complexities of investing and wealth management. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, Seth R Winkle and the team at Edward Jones are dedicated to helping you secure a strong financial future.
Photos of Edward Jones - Financial Advisor: Seth R Winkle, CFP®
873 E Franklin St, Centerville, OH 45459, United States
Opening hours of Edward Jones - Financial Advisor: Seth R Winkle, CFP®
Monday:
07:30 - 17:00
Tuesday:
07:30 - 17:00
Wednesday:
07:30 - 17:00
Thursday:
07:30 - 17:00
Friday:
07:30 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Edward Jones - Financial Advisor: Seth R Winkle, CFP®
"We decided we needed to pursue a new financial advisor after 4 painful years of poor performance/communication with our previous advisor. But, being newer residents of Arizona, we weren’t sure where to go. Fortunately, friends of ours mentioned their very positive experience with Seth Winkle from Edward Jones. We decided to meet with Seth and see if he would be a good fit for us – and he most definitely was. AND, most importantly, still is. Seth impressed us right from the beginning with his calm, no pressure demeanor. Seth took the time to get to know us before developing an investment strategy that included our input. With Seth’s invaluable guidance, we have developed a comprehensive portfolio, yet Seth’s help doesn’t end there. He continues to assist us to prepare for the future, such as estate planning, long term care, tax implications and preservation of wealth that will one day be passed on to our sons. Seth’s honor, integrity and character have demonstrated to us that he is indeed a “top-shelf” person and trusted investment advisor who sets the standard others should follow."
"If you are looking for someone who you can trust, you are definitely in great hands with Seth! Seth takes time to really get to know the people he is helping and truly cares about them."
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