Edward Jones - Financial Advisor: Mike Wachtendorf, CFP®|AAMS™ - Longview, Washington

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Edward Jones Financial Advisor: Mike Wachtendorf, CFP®|AAMS™

Edward Jones is a well-established financial services firm with a reputation for providing comprehensive financial guidance to individuals and families across the United States. Among its team of dedicated professionals is Mike Wachtendorf, a certified financial planner and assistant managing member who specializes in delivering personalized financial solutions. As a CFP® professional and AAMS™ holder, Mike Wachtendorf brings a wealth of expertise to his role, ensuring that clients receive tailored advice aligned with their unique goals and risk tolerance. His approach emphasizes long-term wealth management, retirement planning, and investment strategies that are designed to help clients navigate market fluctuations and achieve financial security.

Location and Contact Information

Mike Wachtendorf's financial advisory services are based in Longview, Washington, at the Edward Jones branch located at 1563 Olympia Way. This strategic location makes it convenient for clients in the Longview area and surrounding regions to access his expertise. The physical address is easily accessible, and the office is equipped with modern amenities to facilitate smooth client interactions. For those preferring direct communication, the contact number is 04251200, allowing for quick inquiries or scheduling discussions. Additionally, clients can explore Mike's professional profile online through the Edward Jones website, which provides detailed information about his background, certifications, and areas of specialization. The website link, edwardjones.com, serves as a valuable resource for prospective clients seeking to learn more about his services or book an initial consultation.

Areas of Expertise

Mike Wachtendorf specializes in several key areas, positioning him as a versatile financial advisor capable of addressing a wide range of client needs. His specialties include acting as a financial consultant, where he assesses individual financial situations and develops customized plans for wealth accumulation and preservation. He also operates as a finance broker, facilitating transactions and recommendations for investment products that align with client objectives. Investment services form a core part of his offerings, encompassing portfolio management, asset allocation, and risk mitigation strategies. Furthermore, as a stock broker, Mike assists clients in navigating the stock market, providing insights into equities and helping them make informed decisions. His certifications, such as the CFP® designation, underscore his commitment to ethical practices and client-centered advice, making him a trusted figure in the financial advisory field.

Accessibility and Convenience Features

Edward Jones places a strong emphasis on ensuring that all clients, including those with disabilities, can access its services without barriers. The branch at 1563 Olympia Way in Longview, WA, is fully wheelchair accessible, featuring an entrance, parking lot, and restroom that are designed to accommodate individuals with mobility challenges. This commitment to inclusivity reflects the firm's dedication to serving diverse client bases and enhancing the overall customer experience. Appointments are highly recommended to maximize the time spent with Mike Wachtendorf, ensuring that clients receive focused attention and thorough analysis of their financial concerns. This proactive approach to scheduling helps in addressing complex issues effectively and maintaining a high standard of service delivery.

Client Feedback and Reputation

The reputation of Edward Jones, particularly Mike Wachtendorf's practice, is bolstered by positive client reviews available on platforms like Google My Business. According to available data, the firm has received 2 reviews, with an average rating of 5/5, indicating exceptional client satisfaction. One notable review highlights the outstanding service provided by Mike and his team, describing them as \"wonderful, kind, communicative, and trustworthy.\" Clients appreciate the long-term relationships fostered by the advisors, who have been handling their financial matters for years, earning not only their trust but also delivering impressive returns on investments. This feedback underscores the firm's ability to combine professional expertise with personalized care, setting a high standard for financial advisory services. For potential clients, this information serves as a testament to the reliability and effectiveness of Mike Wachtendorf's approach.

Recommendations for Potential Clients

For individuals seeking a reliable financial advisor like Mike Wachtendorf, it is advisable to start by scheduling a consultation to discuss their specific financial goals and needs. The wheelchair accessibility features at the Longview office make it an inclusive option for all clients, ensuring that accessibility is not overlooked. Prospective clients are encouraged to review Mike's credentials, including his CFP® and AAMS™ designations, which signify a high level of professional training and ethical standards. Booking an appointment in advance allows for a more in-depth discussion of investment options and financial planning strategies. Those interested can easily reach out via the provided phone number or explore the Edward Jones website for additional resources and information. Overall, Edward Jones, through Mike Wachtendorf and his team, offers a comprehensive and client-focused financial advisory experience that caters to both novice and experienced investors.

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"summary": "Edward Jones Financial Advisor Mike Wachtendorf offers personalized financial services with high client satisfaction and accessibility features.",
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👍 Reviews of Edward Jones - Financial Advisor: Mike Wachtendorf, CFP®|AAMS™

F. T. B.

5/5

Mike and Kris are wonderful, kind, communicative, and trustworthy. They have been handling my family’s funding for years now and have certainly earned my trust—while earning us great returns.

David N.

5/5