Edward Jones - Financial Advisor: Adam J Klauwers, CFP®|CEPA® - St. Albert, Alberta

Informations sur Edward Jones - Financial Advisor: Adam J Klauwers, CFP®|CEPA®

Si vous êtes à la recherche d'un conseiller financier compétent et fiable au Canada, Adam J Klauwers, représenté par Edward Jones à St. Albert, AB, mérite certainement votre attention. Basé à l'adresse 60 Green Grove Dr Unit 220, St. Albert, AB T8N 5H6, Adam est joignable au téléphone : +1 780 459 2200. Ses services sont facilement accessibles, avec un parking accessible en fauteuil roulant et des toilettes accessibles, garantissant ainsi un environnement inclusif pour tous les clients.

Spécialités et Services

Adam est un conseiller financier de haut niveau avec plusieurs spécialités notables :
- Conseiller financier : Il vous aide à comprendre vos besoins financiers et à élaborer des stratégies personnalisées.
- Courtier en placement financier : Il gère vos investissements avec prudence et expertise.
- Conseil en investissement : Adam analyse les marchés et vous conseille sur les meilleures opportunités d'investissement.
- Agent de change : Il facilite les transactions sur les marchés financiers.

Pour ceux qui valorisent l'accessibilité, notez que Edward Jones dispose de mesures pour rendre ses services accessibles, y compris pour les personnes à mobilité réduite. Cela comprend un parking accessible en fauteuil roulant et des toilettes accessibles, assurant ainsi que chaque client se sent à l'aise et pris en charge.

Si vous êtes à la recherche de conseils financiers solides et personnalisés, ne manquez pas de contacter Adam J Klauwers au sein de Edward Jones. Vous pouvez le faire en visitant leur site web edwardjones.ca pour plus d'informations. Pour une expérience en personne, vous pouvez les rejoindre directement à leur siège social ou programmer une consultation à distance. N'hésitez pas à les contacter via leur numéro de téléphone pour discuter de vos objectifs financiers et découvrir comment Adam peut vous aider à les atteindre.

Cette recommandation est basée sur l'excellente réputation d'Adam et la satisfaction générale de ses clients, ce qui en fait un choix sûr pour votre avenir financier.

👍 Avis de Edward Jones - Financial Advisor: Adam J Klauwers, CFP®|CEPA®

Jason H.

5/5

Adam has been a huge help by providing intelligent guidance to help me save and plan for the future. I appreciate the time he takes to explain things in a way that is easy to understand and takes a proactive approach with my investments such as alerting me of the best time to sell and move funds to another investment. Adam and Jen are friendly and helpful and I would 100% recommended them and Edward Jones to anyone needing financial advise.

Angie M.

5/5

After sitting down with Adam to get a review of our portfolio it was clear that he was extremely knowledgeable and cared that what products he was suggesting to us were in line with our goals and risk tolerance. All details were explained with an importance on how Edward Jones gets paid for managing my funds. It's been almost 2 years since we had Adam look after our investments and the constant touchpoints thoughout the year and making sure everything is on track is much appreciated. After having advisors that set us up and we never heard from them again this was great. I highly recommend Adam Klauwers and Edward Jones for your financial planning needs!

Jordan M.

5/5

As a young person just starting to plan for my future I was looking for someone to help me along the way. When I met with Adam he made sure to listen intently to all of my goals, and develop a plan to reach those goals. Every step of the way Adam made sure that I understood everything that we were doing, and in no way pressured me to make a rash decision. Adam regularly checks in with me to make sure that our plan is still in line with my goals. He has always promptly answered any questions I may have. I am a small client for Adam, but he has never made me feel like it. I have always been treated with the utmost respect every time I step foot into his office. If your looking for someone that can help you reach your financial goal Adam is your guy.

Dr. M. R.

5/5

Adam listened to what my specific needs were. I feel very comfortable that he has accurately described the risks and rewards of my financial plan. Basically he takes the time to develop a relationship, which I appreciate.

Jason P.

5/5

Adam is a fantastic Financial Advisor, any questions i have had have been answered immediately and he has put together a plan for the future. Highly recommend his services!

marlee S.

5/5

The staff here really care about what they are doing. Adam knows the importance of saving for the future after talking to him I really felt comfortable about his knowledge and doing business with him in the future!

Pavlo B.

5/5

Great customer service. Adam is very knowlageble advisor and works hard to make sure you understand everything.