Edward Jones - Financial Advisor: Joel Wilson, CFP®|CEPA® 410A Southeast 3rd Street, Lee's Summit, MO 64063
About the Business
Edward Jones - Financial Advisor: Joel Wilson, CFP®|CEPA® is a reputable finance institution located at 410A Southeast 3rd Street in Lee's Summit, Missouri, United States. With a team led by Certified Financial Planner Joel Wilson who also holds the Certified Exit Planning Advisor designation, this institution offers expert financial advice and planning services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or strategically exit your business, Edward Jones - Financial Advisor: Joel Wilson, CFP®|CEPA® is dedicated to providing personalized and comprehensive financial solutions tailored to your specific needs.
Photos
Location & Phone number
410A SE 3rd St Suite 102, Lee's Summit, MO 64063, United States
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 7:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Joel and Crystal have been fantastic to work with. We have had an account with Edward Jones for decades with another financial advisor and never received the attention and personal service that we receive from Joel and Crystal. We are very pleased we switched over our account. We highly recommend their services."
"Edward Jones advisor Joel Wilson is a great person to work with. Joel sits on the same side of the table and works through all details to make sure my investments are sound and fit my personal goals for my family. A true professional in Lee’s Summit."
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