Edward Jones - Financial Advisor: Stephanie Bonniville - Poquoson, Virginia

Edward Jones - Financial Advisor: Stephanie Bonniville

Located at 400 City Hall Ave ste c, Poquoson, VA 23662, Edward Jones is a reputable financial advisory firm with a dedicated financial advisor, Stephanie Bonniville. With a phone number of 578680909, and a website at edwardjones.com, Stephanie and her team are committed to providing top-notch financial services to their clients.

Specialties: Financial consultant, Finance broker, Investment service, Stock broker

Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible entrance, Restroom, Appointment required, Appointments recommended.

With a 4/5 average rating based on 4 reviews on Google My Business, Edward Jones - Financial Advisor: Stephanie Bonniville has garnered a solid reputation for their services. This financial advisory firm is dedicated to helping their clients achieve their financial goals through personalized investment strategies and expert financial guidance.

Whether you're looking to invest in stocks, manage your personal finances, or plan for retirement, Stephanie Bonniville and her team at Edward Jones are well-equipped to assist you. They take the time to understand your unique financial situation and work closely with you to develop a tailored plan that aligns with your goals and values.

With a focus on providing exceptional customer service and a commitment to building long-term relationships with their clients, Edward Jones - Financial Advisor: Stephanie Bonniville stands out in the competitive world of financial advisory services. If you're seeking a trustworthy and experienced financial advisor in the Poquoson, VA area, look no further than Stephanie Bonniville and her team at Edward Jones.

👍 Reviews of Edward Jones - Financial Advisor: Stephanie Bonniville

Thom W.

5/5

I was fortunate to have been referred to Stephanie about 1 year ago through a close friend. We met at her office in Poquoson and had a thorough conversation about my goals, investment experience and expectations. This was very important to me because my previous advisor was just selling me and not listening to me. Stephanie listened to my needs and created a personalized strategy. She made it very clear that the best way to be successful is to communicate with each other. We meet once a year for an annual review, but during the year she will contact me about potential opportunities that could enhance my portfolio. I am so grateful to have met her. I own small business and have finally got to the point that we could set up a retirement plan for our company.

Christina W.

1/5

Very bad first impression. Made an appointment for 11. Showed up at 11 and the whole office is dark and locked. Google says they're open from 9-5. Yeah right! We drove out of our way because we were referred here and don't even get the common decency of a phone call to let us know that they won't be in the office for our APPOINTMENT. Spoke to Stephanie DIRECTLY YESTERDAY to set this up and STILL got the short end of the stick. Thanks for nothing!

Lynn W.

5/5

Great attention to detail. Stephanie is so pleasant to talk with and she makes sure that I understand what is going on with my account.

Janice D.

5/5