Edward Jones - Financial Advisor: Mark D Berghuis, CFP®|AAMS™|CRPC™
About the Business
Edward Jones - Financial Advisor: Mark D Berghuis, CFP®|AAMS™|CRPC™ is a reputable financial institution located at 2324 18th Street in Kenosha, Wisconsin, United States. As a Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™), Mark D Berghuis offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for college, or investing for the future, Mark D Berghuis and his team are dedicated to helping you make informed decisions and secure your financial future.
Photos
Location & Phone number
2324 18th St e, Kenosha, WI 53140, 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:
9:00 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Mark has a wonderful way of explaining things to me so that I can understand the dynamics of stocks and bonds. He has helped to grow my savings and apply analogies to help me understand what is going on. I would highly recommend Mark. He is very trustworthy and Jeri, his office manager is knowledgable and friendly as well!"
"Love working with Mark and Jeri. I have complete confidence and trust in Mark to manage my retirement Funds and look forward to the future with him as my advisor."
"Mark has been my financial advisor for years. From starting out with the basic to more advanced retirement options as my career grew."
"Honesty and integrity, hard to find in money management, and Mark has both. I highly recommend him."
"Mark has been managing my finances for years & im very confident in his abilities. He has the certifications, the expertise, and the ability to communicate in ways I can understand. The latter is especially important when making big financial decisions; with Mark I never feel like I’m asking a silly question and I never leave a conversation with any confusion. Mark and his office manager are also super responsive; this reaffirms my money is being managed by professionals who take this seriously and care about their clients. Don’t hesitate to call & make an appointment with Mark - best financial decision ever, the growth in my account speaks for itself!!"
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