Edward Jones - Financial Advisor: Melanie Connelly, CFP®|AAMS®

Name: Edward Jones - Financial Advisor: Melanie Connelly, CFP®|AAMS®
Address: 4029 Central Avenue, Toledo, OH, 43606, US
Telephone: (419) 536-1043
Price range: $$
Rating: 5

Personalized retirement and investment guidance focused on clients' best interests.

5(3 reviews)

Est. 1922

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About

Edward Jones - Financial Advisor: Melanie Connelly, CFP®|AAMS® offers tailored financial planning in Toledo. Clients praise Melanie's knowledge, client-focused approach, and responsive service, with emphasis on retirement planning, college savings, and investment options. Supported by Kellie, the office at 4029 Central Ave provides attentive guidance and a clear path to financial goals.

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Location

4029 Central Ave, Toledo, OH 43606, USA

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Information

4029 Central Avenue

Toledo, OH, 43606

(419) 536-1043 www.edwardjones.com/us-en/financial-advisor/melanie-connelly?y_source=1_MTIxMjAwOC03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D

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Services

Retirement Planning

Customized strategies to secure your retirement, even with varying income levels, tailored to your comfort zone.

College Savings Plans

Expert guidance on saving for education expenses with optimal investment options.

Investment Advisory

Personalized investment recommendations based on your financial goals and risk tolerance.

Financial Goal Setting

Comprehensive planning to help you achieve short-term and long-term financial objectives.

Client-Consultation Services

One-on-one meetings to understand your needs and suggest tailored financial options.

5.00 · 3 reviews

Overall rating

Stacey Carter

via Google

· 8 years ago

It is so refreshing to see a financial advisor who has their client's best interest at heart! Melanie goes above and beyond to ensure her clients have the best retirement planning, college saving, and invest options available. She is very knowledgeable and highly responsive.

Megan Petra

via Google

· 8 years ago

We've had a great experience with Melanie. We expected we'd be SOL for retirement after being low income for quite a while, but she helped us work within our comfort zone to make a plan that will take care of our retirement needs. She's very knowledgeable, has a passion for helping people do well financially, and gets to know her clients so she can suggest options they might like to consider. I'd definitely recommend her.

Robyn Schnitker

via Google

· 10 years ago

Love, love, love this lady! So passionate about her job and helping people realize their financial needs and goals. Love her secretary Kellie as well, super customer service!!!

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