Edward Jones - Financial Advisor: Jeff Gulitus, CFP®|ChFC®|CEPA®
4794 West bellfort Street, Houston, TX 77035
Location & Phone number
4794 W bellfort St, Houston, TX 77035, United States
About the Business
Edward Jones - Financial Advisor: Jeff Gulitus, CFP®|ChFC®|CEPA® is a reputable financial institution located in Houston, Texas, United States. Specializing in financial planning and wealth management, Jeff Gulitus is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Certified Exit Planning Advisor (CEPA®). With years of experience and expertise in the field, Jeff Gulitus provides personalized financial advice and strategies to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Edward Jones - Financial Advisor: Jeff Gulitus, CFP®|ChFC®|CEPA® is dedicated to helping you navigate the complexities of the financial world and secure your financial future. Visit their office at 4794 West Bellfort Street to learn more about their services.
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Reviews
"I met Jeff in 2018, I had just retired early and hadn’t even thought of what I should do with a Thrift Savings Account I had. The money had been sitting basically stagnant in the account for about 4 years. I was so nervous about what I should do with the money, I didn’t do anything. Jeff was so relatable and encouraging! I really like the way he talked to me with respect and was willing to explain everything before I agreed with it. In the beginning, I had mentioned to him that I had a dream of taking my son’s family of 4 along with my husband and I on an Alaskan cruise…… Last August, 2023, that dream came true! I’m thankful I found Jeff with Edward Jones and I absolutely encourage people to consider allowing him to help you plan for those things that are near and dear to your heart!"
"I've met many financial advisors over the years and hadn't found the right combination of competence and connection to make me feel comfortable working with them. Jeff is one of those people who has been crunching numbers and following investments since he was a kid, so he explains complicated financial concepts in layman's terms with ease. And his genuine desire to help and find solutions that fit our unique situation made us feel we had chosen the right advisor. 2 years later, we're still very pleased with the relationship and financial results."
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