Edward Jones - Financial Advisor: Ben Lewis, CFP® - Walhalla, South Carolina

Address: 3100 SC-11 Suite D, Walhalla, SC 29691.
Phone: 47185402.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Edward Jones - Financial Advisor: Ben Lewis, CFP®

☎️47185402

⏰ Open Hours of Edward Jones - Financial Advisor: Ben Lewis, CFP®

Monday: 8 AM–5 PM
Tuesday: 8 AM–6 PM
Wednesday: 8 AM–5 PM
Thursday: 8 AM–6 PM
Friday: 8 AM–5 PM
Saturday: Closed
Sunday: Closed

Edward Jones - Financial Advisor: Ben Lewis, CFP® is a renowned financial services firm located at 3100 SC-11 Suite D, Walhalla, SC 29691. With a phone number of 47185402, clients can easily reach out to them for personalized financial advice. The firm's official website is edwardjones.com, where potential clients can find more information about their services and how they can be of assistance.

Ben Lewis, the financial advisor at Edward Jones, specializes in various areas of finance, including financial consulting, finance brokering, investment services, and stock brokerage. With his Certified Financial Planner (CFP®) designation, he demonstrates his commitment to providing clients with comprehensive and well-rounded financial planning solutions.

The firm is also committed to ensuring accessibility for all clients, as they offer a wheelchair accessible entrance, parking lot, and restroom. It is highly recommended to make an appointment prior to visiting, as this allows the staff to provide more personalized attention and better serve their clients' needs.

Edward Jones - Financial Advisor: Ben Lewis, CFP® has received positive feedback from their clients, with an average rating of 5/5 based on 1 review on Google My Business. This high rating speaks volumes about the quality of service and expertise provided by the firm and its dedicated financial advisor.

👍 Reviews of Edward Jones - Financial Advisor: Ben Lewis, CFP®

Edward Jones - Financial Advisor: Ben Lewis, CFP® - Walhalla, South Carolina

Nicole G.

5/5

I was first acquainted with Ben Lewis in 2019 (if memory serves me) because the non-profit organization where I worked offered employees the opportunity to open simple IRS. I'm NOT a finance person. I'm NOT a numbers person. Not only is Ben Lewis a finance and numbers person, but he is also, most importantly, a genuinely kind and decent human being. Since I started my simple IRA with Mr. Lewis, he also took on my Mom's retirement accounts that her previous financial advisor neglected. When my mom and I had to refinance our house, Ben took the time to read over documents with me because I'd never refinanced a home before, and I was terrified I'd be taken advantage of by a business who knew that I had no idea what I was doing. I lost my Mom in September 2023. While Mr. Lewis, or anyone else for that matter, could alleviate the overwhelming grief I've felt, he and his team made the process of making account transitions easier because I feel confident in my ability to trust him. Anytime I've had a question related to anything financial, I've never hesitated to make a phone call or send an email to Ben Lewis. He always replies or calls back the same day, and he has never once made me feel like an idiot (I do this well enough for myself) because I "don't get" numbers. Ben Lewis, and the team in his office - both past and present - are financially savvy. I trust that my financial future is in EXCELLENT hands. However, of paramount importance to me when working with anyone is that I've never been treated like a number or an annoyance. Ben Lewis and his team are genuinely kind, compassionate, and caring human beings whom I count as a blessing in my life.