Edward Jones - Financial Advisor: Jim Toft, CFP®|CEPA® cover
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Edward Jones - Financial Advisor: Jim Toft, CFP®|CEPA®

No-pressure, long-term financial guidance in Aurora.

4.2(5 reviews)
financial-advisor
$$$
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About

Edward Jones - Financial Advisor: Jim Toft, CFP®|CEPA® provides patient, client-focused financial guidance in Aurora. Client reviews praise trustworthiness, clear explanations, and a long-term approach that prioritizes the client's best interests without pressure. Jim is responsive, often available beyond typical hours, helping clients feel confident in their financial plan.

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Location

13801 E Yale Ave # 117, Aurora, CO 80014, USA

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Services

Personal Financial Planning

Tailored strategies for retirement, savings, and wealth management based on individual goals.

Investment Management

Professional guidance on portfolio diversification and investment options to grow assets.

Retirement Planning

Comprehensive plans to secure financial stability and income for retirement years.

Exit Planning

Specialized advice for business owners on succession and exit strategies using CEPA® expertise.

Financial Consultation

One-on-one sessions to review finances, answer questions, and adjust plans as needed.