Edward Jones - Financial Advisor: Chris Bernardi, RICP®|AAMS™
111 W North River Dr, Spokane, Washington 99201
About the Edward Jones - Financial Advisor: Chris Bernardi, RICP®|AAMS™
Edward Jones - Financial Advisor: Chris Bernardi, RICP®|AAMS™ is a reputable financial institution located at 111 W North River Dr in Spokane, Washington, United States. As a skilled and experienced financial advisor, Chris Bernardi is dedicated to helping clients achieve their financial goals through personalized and comprehensive financial planning services. With a focus on retirement income planning and asset management, Chris Bernardi, RICP®|AAMS™ is committed to providing top-notch financial advice and guidance to individuals and families in the Spokane area. Trust Edward Jones and Chris Bernardi to help you secure your financial future.
Photos of Edward Jones - Financial Advisor: Chris Bernardi, RICP®|AAMS™
111 W North River Dr Ste 201, Spokane, WA 99201, United States
Opening hours of Edward Jones - Financial Advisor: Chris Bernardi, RICP®|AAMS™
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Edward Jones - Financial Advisor: Chris Bernardi, RICP®|AAMS™
"I have know Chris for a long time and have always found him trustworthy, honest and dedicated. He meets with us regularly to review our portfolio to ensure we are on track with our investment goals. He contacts us directly when something in the US or world has a major affect on the market to provide us guidance and information to make, or not make, changes in our strategy. He and his team are constantly sending out reading material to keep us update to date on the happenings within the market, and holds in-person seminars with individuals who specialize is specific subjects such as taxes and what to know before you retire. When I had a pension payout, I asked Chris to invest it for me, and I continue to watch it grow. We have put our trust in Chris as he continues to watch out for our best interest and meets our expectations each and every year."
"Chris Bernardi is extremely professional but also very down to earth and friendly. We’re very comfortable and trust Chris to advise us in our best interest for the present and the future. He’s honest and trustworthy plus he and his staff are always available when we have questions. We would and have recommended Chris and Edward Jones for investment services."
"Chris has been managing our portfolio for over 3 years now. We moved to Chris so that we had a local representative we could meet in person and discuss our goals. Chris takes the time to listen to both my wife and I and always answers our questions in a terms we can understand."
"I have the good fortune of being able to refer my estate planning clients to Chris Bernardi. Chris possesses a depth of knowledge surrounding financial services and also has a genuine concern for the well-being of people. Whether it is a family with young children planning for the future, a person facing the future without a spouse who passed away, or a couple planning to transition to retirement, Chris has served many of my clients well. I am grateful and recommend his without reservation."
"Chris and his team are amazing. My hubby and I came to him with our retirement accounts "all over the place" and he took the time and energy to help us get organized. He actually listens, asks all the right questions, and provides top of the line financial services. The Edward Jones platform is fantastic and really helps you see exactly where you are at, and what you need to do to get where you want to be financially in the future. We highly refer Chris Bernardi as your Edward Jones Financial Advisor."
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