Edward Jones - Financial Advisor: Jason B Ellis, CFP®|AAMS™ - Warsaw, Indiana

Edward Jones - Financial Advisor: Jason B Ellis, CFP®|AAMS™

Con sede en Warsaw, IN 46580, Jason B Ellis, CFP®|AAMS™, es un asesor financiero certificado y experto en inversiones que ofrece servicios financieros personalizados a sus clientes. Su dirección es 111 S High St, Warsaw, IN 46580, y puede ser contactado a través de su teléfono 5742672914 o mediante una visita a su página web edwardjones.com.

Especialidades

Jason B Ellis se especializa en los siguientes servicios financieros:

• Financial consultant
• Finance broker
• Investment service
• Stock broker

Otras características de la empresa

La empresa ofrece las siguientes características a sus clientes:

Opiniones

Según las opiniones de los clientes, Jason B Ellis ha demostrado ser un asesor financiero competente y accesible. Sus clientes han expresado su satisfacción con su experiencia y han destacado su capacidad para explicar conceptos financieros de manera clara y sencilla. Además, sus inversiones han demostrado un buen rendimiento, lo que ha permitido a sus clientes alcanzar sus objetivos financieros.

Recomendación final

Si estás buscando un asesor financiero confiable y experto, Jason B Ellis, CFP®|AAMS™, es una excelente opción. Con su experiencia y conocimiento en inversiones, puede ayudarte a crear un plan financiero personalizado que se adapte a tus necesidades y objetivos. Visita su página web edwardjones.com para obtener más información y programar una cita con él.

👍 Reviews of Edward Jones - Financial Advisor: Jason B Ellis, CFP®|AAMS™

Brandon L.

5/5

Jason has been managing my portfolio for the past 5 years and I have been beyond satisfied with my experience. He is very easy to work with and well in tune with the markets.

Laura R.

5/5

My husband and I have been clients of Jason’s for several years now. He speaks in terms that are easy to understand and we definitely know he is looking out for our best interest. We appreciate his availability to answer questions or to meet with us. Our investments with Jason have done well and we are grateful that he has helped us provide for our children’s futures. We highly recommend Jason!

Collin C.

5/5

Jason has managed my portfolio for several years now and I am very happy with the relationship we have built. Jason is very transparent and doesn't withhold any information from me, I have learned a lot from him. I moved away from Indiana over five years ago but decided to stick with Jason because him and Brenda are a very responsive, trustworthy team. He is always willing to hop on the phone/video chat with any questions I have. He doesn't force anything on me, simply states the facts, his beliefs, his advice and we go from there. I have long term financial goals -and with Jason's help, I believe I will reach them.

Ben K.

5/5

I'm not sure there is a financial advisor that cares more about his clients than Jason Ellis. Anytime I need anything, whether I have a simple question or a long term strategy I need to discuss, I know that Jason is just a phone call away and ready to help out with all my needs. He's open and honest and never hesitates to tell me if we should be looking at a specific option or strategy. If you need someone to help manage your investments, Jason is the only person I would recommend for someone to call.

Jeff V.

5/5

Jason is the first advisor I’ve ever worked with who truly got to know and cared about not only my current financial needs, but the long term needs of my family as well. He’s tremendous and I couldn’t see working with anyone else. He’ll work hard every day for me like I’m his only client, and that’s all that I can ask for. Great service!