Edward Jones - Financial Advisor: Steven J Fortune, CFP®|CPWA® - Bloomington, Indiana

Edward Jones - Financial Advisor: Steven J Fortune, CFP®|CPWA®

Edward Jones - Financial Advisor: Steven J Fortune, CFP®|CPWA® is a highly regarded financial services firm located at 3105 S Sare Rd Suite 103, Bloomington, IN 47401, United States. The firm can be reached by phone at 8123368464 or through their website at edwardjones.com. They specialize in financial consulting, finance brokering, investment services, and stock broking.

Specialties:

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

The firm prides itself on offering exceptional customer service and personalized financial planning solutions. Their team, led by Steven J Fortune, is dedicated to helping clients achieve their financial goals through thorough analysis and tailored recommendations. They are committed to providing a welcoming and accessible environment for all clients, with amenities such as wheelchair-accessible parking, restrooms, and entrance.

Steven Fortune, the lead financial advisor, is highly respected in the industry. He holds advanced certifications, including CFP® and CPWA®, demonstrating his expertise and commitment to staying current with the latest financial planning trends and techniques. Many clients have praised his integrity, professionalism, and ability to communicate complex financial concepts in an easy-to-understand manner. He is known for taking a personal interest in his clients' lives and goals, building strong, lasting relationships based on trust and mutual success.

With an average rating of 5 out of 5 stars from 16 reviews on Google My Business, Edward Jones - Financial Advisor: Steven J Fortune, CFP®|CPWA® has established a strong reputation for excellence in the Bloomington area. Clients appreciate the thorough, personalized service they receive and the confidence they have in Steven's expert guidance. The firm's dedication to their clients' success and well-being sets them apart in the competitive financial services industry.

To schedule an appointment or discuss your financial needs, it is recommended to contact Edward Jones - Financial Advisor: Steven J Fortune, CFP®|CPWA® at their convenient Bloomington location or by phone. With their specialized expertise and commitment to client satisfaction, they are an excellent choice for anyone seeking guidance in achieving their financial goals.

👍 Reviews of Edward Jones - Financial Advisor: Steven J Fortune, CFP®|CPWA®

Gypsy B.

5/5

Steven Fortune is not only an amazing person, he's also the most trustworthy financial advisor I've ever met. He takes care of many of my friends' finances and there's no one I would trust more for financial advise than Steven.

Teresa K.

5/5

Steven is a most impressive person. Since meeting him, I have been so impressed with how excited he is about investing. Very perceptive and caring when dealing with my investments. I felt he wanted to know ME and my goals and not just about how much I had to invest. He has done a great job with my investments so far and makes a point to check in with me regularly to either recommend changes or to inform me when the market is changing. I appreciate him staying on top of things for me. I would recommend him to anyone looking for a financial advisor.

Lannie P.

5/5

Steven is a master at his craft. He truly loves his job and his clients. An amazing Professional in Financial advising. He is always looking out for what is best for his clients and is will to take the extra time needed to make sure you understand everything about your financial portfolio. I recommend him to all of my friends and family. You can’t go wrong with Steven.

Kelsey H.

5/5

Steven has been wonderful to work with. He is very knowledgeable and stays informed with the ever-changing financial world. My husband and I felt at ease after meeting with Steven regarding our retirement and financial future.

CJ H.

5/5

Smart, Professional, Caring, Responsive and advises his clients well. If you want a financial advisor who is great to work with and is dedicated to his clients financial well-being, Steven is your guy. Highly Recommend Steven!

Elizabeth B.

5/5

We have worked with Steven for several years. He has counseled us through near-term milestones - market changes, job changes . As we approach the “majors” - college expenses and retirement - we are confident in the position Steven has worked with us to achieve. We highly recommend Steven as a Financial Advisor.

Ashley T.

5/5

Jason was great to work with. He was an excellent listener and provided sound advice for planning our future. He listed several steps we could take to better our financial situation and helped prioritize our “to-do list” into small, realistic goals. I highly recommend working with Jason!

Maureen P.

5/5

Steve is very responsive to all inquiries, helps troubleshoot issues and helps rebalance my account regularly for tax purposes. Aside from that, I really like and trust him. Also, he is younger than I am by a lot which means that should my mind get fuzzy, he’ll still be sharp!