Edward Jones - Financial Advisor: Morgan Owens, CFP®
About the Business
Edward Jones - Financial Advisor: Morgan Owens, CFP® is a reputable financial institution located at 8100 Penn Avenue South in Bloomington, Minnesota, United States. Specializing in providing personalized financial planning services, Morgan Owens, a Certified Financial Planner, offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and delivering customized solutions, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Morgan Owens and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Photos
Location & Phone number
8100 Penn Ave S #199, Bloomington, MN 55431, 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 - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I tried to make a basic financial planning meeting with my husband and basically was told I don’t have enough assets. It was so incredibly disrespectful and demeaning do not go here."
"I don't recommend things very often, but when I receive exceptional service, service which goes above and beyond what could reasonably be expected, then I am happy to do so. Morgan Owens is my financial advisor. Not only has he helped me grow my portfolio by quite a bit over the last 5 years, he has spent hours helping my family understand how things work when someone dies. He did this free of charge, with no expectations. Honestly, this man is a gem. If you need financial services, and believe me you do, call Morgan."
"Morgan Owens, I feel, goes above and beyond what I would expect from a financial advisor. The way he communicates is catered to how I understand things. He is beyond professional but yet personable at the same time. His wonderful assistant LaRae, does an excellent job of keeping me up to date on my calendar appointments with Morgan and is very pleasant to work with as well. I would never go anywhere else after receiving the services from this office. I highly recommend."
"Morgan is AMAZING! He has taken the time to explain children's custodial accounts to us even though the accounts aren't huge sums of money. I have friends with 100's of thousands with other advisors that aren't treated this well."
List of local businesses, places and services in Minnesota
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos