Edward Jones - Financial Advisor: Steven J Fortune, CFP®
About the Business
Edward Jones - Financial Advisor: Steven J Fortune, CFP® is a highly reputable financial institution located at 3105 South Sare Road in Bloomington, Indiana, United States. With a focus on providing personalized financial planning services, Steven J Fortune, a Certified Financial Planner, offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or invest for the future, Edward Jones is dedicated to helping you make informed decisions and secure your financial future. Trust in the expertise of Steven J Fortune and the team at Edward Jones to provide you with the tools and resources you need to reach your financial goals.
Photos
Location & Phone number
3105 S Sare Rd Suite 103, Bloomington, IN 47401, United States
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Steven is a most impressive person. Since meeting him, I have been so impressed with how excited he is about investing. Very perceptive and caring when dealing with my investments. I felt he wanted to know ME and my goals and not just about how much I had to invest. He has done a great job with my investments so far and makes a point to check in with me regularly to either recommend changes or to inform me when the market is changing. I appreciate him staying on top of things for me. I would recommend him to anyone looking for a financial advisor."
"Smart, Professional, Caring, Responsive and advises his clients well. If you want a financial advisor who is great to work with and is dedicated to his clients financial well-being, Steven is your guy. Highly Recommend Steven!"
"We have worked with Steven for several years. He has counseled us through near-term milestones - market changes, job changes . As we approach the “majors” - college expenses and retirement - we are confident in the position Steven has worked with us to achieve. We highly recommend Steven as a Financial Advisor."
"Steven has been wonderful to work with. He is very knowledgeable and stays informed with the ever-changing financial world. My husband and I felt at ease after meeting with Steven regarding our retirement and financial future."
"Steven is a master at his craft. He truly loves his job and his clients. An amazing Professional in Financial advising. He is always looking out for what is best for his clients and is will to take the extra time needed to make sure you understand everything about your financial portfolio. I recommend him to all of my friends and family. You can’t go wrong with Steven."
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