Edward Jones - Financial Advisor: Megan J Bennett, CFP®|AAMS™
About the Business
Edward Jones - Financial Advisor: Megan J Bennett, CFP®|AAMS™ is a reputable financial institution located at 12523 Creek Meadow Road in Riverton, Utah, United States. Megan J Bennett, a Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS™), 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, Megan provides comprehensive financial planning services tailored to each client's unique needs. Whether you are planning for retirement, saving for your children's education, or investing for the future, Edward Jones - Financial Advisor: Megan J Bennett, CFP®|AAMS™ can help you navigate the complexities of the financial world with confidence and peace of mind.
Photos
Location & Phone number
12523 Creek Meadow Rd Suite 101, Riverton, UT 84065, 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:
Closed
Sunday:
Closed
Reviews
"Reviews based on Rae is post this place is awful"
"Megan is great and has helped me and my family IMMENSELY in our financial planning goals for the future, I leave with a much better outlook on our future after every time we meet and I can't thank her enough! Thank you so much Megan!!"
"Megan treats you like you are important to her whether you have $100/month to save or millions. I felt like small potatoes at my previous advisor and after the fact she found tax/investing compliance issues that the other advisor didn’t catch. She knows her stuff and helped us plan for retirement. Don’t hesitate to meet with Megan."
"Megan was amazing to work with! She was able to break down my wants out of my retirement and help me create a plan custom to me. Highly recommend!!"
"I thought having a financial advisor would be expensive. I was wrong. Its dirt cheap. Wish I would have parked money with Megan and her team earlier rather that let it sit stagnant in the bank. Megan has been a top notch professional to work in every way imaginable. Cant recommend her highly enough."
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