Edward Jones - Financial Advisor: Jon Strandlie, CFP®|ChFC®|AAMS™ 3208 Napier Park, Shavano Park, TX 78231
About the Business
Edward Jones - Financial Advisor: Jon Strandlie, CFP®|ChFC®|AAMS™ is a reputable financial institution located at 3208 Napier Park in Shavano Park, Texas, United States. Jon Strandlie, a certified financial planner with designations including CFP® (Certified Financial Planner), ChFC® (Chartered Financial Consultant), and AAMS™ (Accredited Asset Management Specialist), leads the team of experts at this institution. With a focus on providing personalized financial advice and investment strategies, Edward Jones is committed to helping clients achieve their financial goals and secure their financial future. Visit Edward Jones - Financial Advisor: Jon Strandlie, CFP®|ChFC®|AAMS™ for professional and comprehensive financial services.
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Location & Phone number
3208 Napier Pk Ste 2, Shavano Park, TX 78231, 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:
8:00 AM - 4:00 PM
Sunday:
Closed
Reviews
"When we decided we needed a new advisor, one that could customize a plan for our retirement, college, investments, insurance, tax advice, social security and medical coverage advice, we looked around and listened trying to gauge who we could trust with our lives moving forward. It is a very serious matter. Most did not meet the standards we were expecting, Jon and Rebecca met those standards. Our first impression was "yes" they are honest and driven to do the right thing. We made the best choice in trusting this team. They have exceeded our expectations. Jon has exceeded all expectations, he is honest and personally cares about our future. We are glad he and Rebecca are part of our family retirement strategy. I recommend this team to everyone, including those young friends that are not thinking about this yet. Thank you Jon and Rebecca!"
"Jon is a very professional and caring advisor. My husband and I have been with him for years and are very pleased with the service we receive. He is very knowledgeable about Edward Jones products, he explains our options clearly and concisely. I enjoy talking to Rebecca, she is always cheerful and helpful with all my questions. Jon and Rebecca make a great team and we recommend them to anyone who needs a financial advisor. Thanks so much to both of you!"
"Jon is an outstanding advisor who truly cares about his clients and is fantastic at guiding us towards our financial goals. He works closely with my dad who has low vision and is hard of hearing. Jon takes the time to sit down and write notes and answer all of my dad's questions. I would recommend him to any and everyone who is looking for a financial advisor."
"I have worked with Jon since my retirement and have found him to be professional, knowledgeable, and enjoyable as our financial advisor! Rebecca is friendly and helpful! They make a great team!"
"Jon is a very professional, caring financial advisor. He takes time to explain investment options, and makes you feel comfortable. I highly recommend Jon. He is very professional. He also has a great staff that works with him. Rebecca is extremely friendly over the phone and in the office."
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