EJ
Edward Jones - Financial Advisor: Melanie Connelly, CFP®|AAMS®
Personalized retirement and investment guidance focused on clients' best interests.
5
Business
$$
Est. 1922
Personalized retirement and investment guidance focused on clients' best interests.
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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Customized strategies to secure your retirement, even with varying income levels, tailored to your comfort zone.
Expert guidance on saving for education expenses with optimal investment options.
Personalized investment recommendations based on your financial goals and risk tolerance.
Comprehensive planning to help you achieve short-term and long-term financial objectives.
One-on-one meetings to understand your needs and suggest tailored financial options.
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Overall rating
Stacey Carter
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
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
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!!!
