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

Conseiller financier de confiance à Edmonton

Adam J. Klauwers, CFP^® | CEPA^®, est un conseiller financier de Edward Jones situé à Edmonton, en Alberta, au Canada. Son adresse est la suivante : 60 Green Grove Dr Unit 220, St. Albert, AB T8N 5H6, Canada.

Informations pratiques

Adam J. Klauwers offre des services de conseils financiers, de courtage et de conseil en investissement, afin de vous aider à atteindre vos objectifs financiers. Il est accessible en fauteuil roulant, dispose de toilettes accessibles en fauteuil roulant et un parking accessible en fauteuil roulant.

Spécialités

• Conseiller financier
• Courtier en placement financier
• Conseil en investissement
• Agent de change

Il a été très apprécié par ses clients pour son approche proactive et son explication claire et concise de ses stratégies financières. Ses clients apprécient son temps et son attention, qui leur permettent de se sentir à l'aise et de prendre des décisions éclairées.

Opinions de clients

Adam J. Klauwers a obtenu des avis positifs sur Google My Business, avec une moyenne de 5 sur 5 étoiles. Les clients apprécient son expertise, son professionnalisme et son service client.

Voici ce que ses clients disent de lui :

• Adam a été un véritable guide, en m'aidant à sauver et à planifier pour mon avenir. J'apprécie le temps qu'il prend pour expliquer les choses de manière simple et proactive avec mes investissements, en m'avisant des moments idéaux pour vendre et déplacer des fonds vers d'autres investissements. Adam et Jen sont des personnes amicales et utiles, et je recommanderais sans hésitation leur entreprise et Edward Jones à tout le monde ayant besoin de conseils financiers.

Si vous cherchez un conseiller financier de confiance à Edmonton, Adam J. Klauwers est une excellente option. Visitez son site web pour en savoir plus sur ses services et son approche. Contactez-le sans hésitation pour discuter de vos besoins financiers et pour planifier votre avenir avec confiance.

👍 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.