Edward Jones - Financial Advisor: Chris Wilczewski, CFP®|RICP® - Folsom, California

Okay, here’s a comprehensive overview of Edward Jones – Financial Advisor: Chris Wilczewski, CFP®|RICP®, formatted as requested, aiming for a formal and approachable tone:

Introduction to Chris Wilczewski – Your Trusted Financial Partner

For individuals and families seeking reliable and personalized financial guidance, Chris Wilczewski at Edward Jones presents a compelling option. Mr. Wilczewski operates as a dedicated Financial Advisor, offering a range of services designed to help clients achieve their financial goals. He is a Certified Financial Planner™ (CFP®) and a Retirement Income Certified Professional® (RICP®), signifying a commitment to high standards of expertise and client focus. His commitment to building long-term relationships is evident in his approach to financial planning.

Location and Contact Information

Chris Wilczewski’s office is strategically located at 1568 Creekside Dr Suite 204, Folsom, CA 95630, United States. Clients can easily reach him by phone at 9162605996. You can also find detailed information and connect with Chris through his dedicated online profile on the Edward Jones website: edwardjones.com.

Specializations and Services Offered

Mr. Wilczewski’s expertise encompasses several key areas within the financial landscape. He specializes in providing comprehensive Financial Consultant services, acting as a Finance Broker to navigate complex financial decisions. His offerings include detailed Investment Services, encompassing a range of investment options, and access to Stock Broker services. He works with clients on a wide spectrum of financial matters, including retirement planning, education funding, estate planning, and general wealth management. Edward Jones, as a firm, emphasizes a holistic approach, considering all aspects of a client’s financial life.

Accessibility and Client Experience

Edward Jones prioritizes client accessibility. The Folsom office is equipped to accommodate individuals with mobility challenges, featuring a Wheelchair-accessible car park, a Wheelchair-accessible entrance, and a Wheelchair-accessible toilet. Appointments are highly recommended to ensure dedicated attention and personalized service. Furthermore, the office offers standard amenities like a comfortable waiting area and convenient restroom facilities.

Client Feedback and Reputation

The company consistently receives positive feedback, as reflected in its 14 reviews on Google My Business with an impressive Average opinion: 5/5. This high rating suggests a strong emphasis on client satisfaction, trustworthiness, and responsiveness. Clients frequently describe Mr. Wilczewski’s approach as honest, timely, and client-centric – demonstrating a genuine care for their financial well-being. The feedback points to a dedication to maintaining confidentiality and providing a truly supportive financial partnership.

Recommendation

Based on the reported commitment to personalized service, demonstrable expertise, and a demonstrably positive client experience, Chris Wilczewski at Edward Jones appears to be an excellent choice for those seeking a knowledgeable and reliable financial advisor. We encourage prospective clients to explore his profile on the Edward Jones website – edwardjones.com – to schedule an introductory consultation and discuss how his services can be tailored to meet your individual financial needs.

👍 Reviews of Edward Jones - Financial Advisor: Chris Wilczewski, CFP®|RICP®

Brittany B.

5/5

Chris is amazing. I was with another Edward Jones representative before and I wanted to work with Chris for several reasons. He is honest, timely and treats my money as if it’s his own. He truly cares about his clients, remains confidential and I’ve never had a better experience with a financial planner. Highly recommend Chris!

Michael M.

5/5

Chris is a great guy and an excellent financial advisor. He takes the time to understand how I like to manage my money, what my financial motivations are, and the needs of my family. I truly appreciate the unique way that he takes all of this information, adds in his expertise, and then helps me make informed decisions about my financial future that are beneficial AND make me feel comfortable.

Chris has great customer service. He is easy to communicate with, I never feel rushed when talking to him, he always responds in a positive manner, and I feel like he completely focuses on the topic at hand.

All of these factors make me comfortable working with Chris for the long term.

Tamara L.

5/5

Looking for an honest, trustworthy, friendly financial planner? Then Chris is your go to! He is educated, knows his products but also really gets to know his clients! He wants to know about you and your family not to only help you, but because he's genuinely a caring guy. He is a no-nonsense, no-sales person which I appreciate!

Kasha R.

5/5

Chris is a very detailed, professional financial advisor. He explains everything in a calm manner, and makes the investment process feel safe and secure. I am so pleases with his services and highly recommend his services.

Rebecca J.

5/5

I highly recommend Chris as a financial planner! He is educated, knows his products but also really gets to know his clients! He is a family man who wants to know about you and your family. He is a no-sales person which I appreciate! Thank you Chris for all that you do!

G T.

5/5

I'm very happy with Chris. I've met with many financial advisors in my lifetime but Chris impressed me with how it approaches his clients' retirement plans with HEART. He cares first and foremost that people are taken care of. I appreciate you Chris!

SugarBare S. C.

5/5

Chris spent 2 hours with me on our first meeting! He made me feel so comfortable and is such a genuine and honest person, I felt like I was talking to a good friend. Chris was not pushy at all and really wants to help YOU! If you need financial advice, Chris Wilczewski is your man!!

Clint H. C.

5/5

Chris is incredibly smart and friendly. His approach is exactly what I and my clients need... a long term vision of what we hope life will look like. Chris knows his stuff and is extremely responsive.