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Edward Jones - Financial Advisor: Chris Erfurth, AAMS
Oregon, Dane

Financing specialist
 : 
Edward Jones - Financial Advisor: Chris Erfurth, AAMS

Oregon, Dane

Prices

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About Edward Jones - Financial Advisor: Chris Erfurth, AAMS
Professional experience
6. Title: Professional Profile - Chris Erfurth, Financial Advisor at Edward Jones Description: Chris Erfurth is a highly experienced and knowledgeable Financial Advisor working with Edward Jones, a reputable financial services firm. With a focus on providing personalized and tailored advice, Chris strives to help individuals and families in Oregon, WI achieve their financial goals. With a deep understanding of the local market and a commitment to delivering exceptional client service, Chris has built a strong reputation as a trusted advisor in the Greater Madison Area. As an Accredited Asset Management Specialist (AAMS) and Certified Exit Planning Advisor (CEPA), Chris possesses a unique set of skills and expertise to address the complex financial needs of his clients. Whether it's retirement planning, investment management, or business succession strategies, Chris leverages his specialized knowledge to provide comprehensive and holistic solutions. During his tenure at Edward Jones, Chris has established himself as a dedicated professional who goes above and beyond to serve his clients. Through open and transparent communication, Chris takes the time to understand his clients' individual circumstances, risk tolerance, and long-term objectives. This thoughtful approach allows him to develop customized financial plans that align with his clients' aspirations, while also providing ongoing guidance and support to ensure their financial success. Chris takes pride in building long-lasting relationships with his clients based on trust, integrity, and mutual respect. By staying abreast of the latest market trends and industry developments, Chris ensures his clients benefit from the most current and relevant financial strategies available. He is committed to providing regular portfolio reviews, monitoring performance, and making adjustments when necessary to adapt to changing market conditions. As a Financial Advisor at Edward Jones, Chris is backed by a team of experts and a robust research platform, allowing him to offer a wide range of investment options and financial solutions. This collaborative approach ensures that clients receive comprehensive advice tailored to their specific needs, putting them on the path towards financial security and success. If you are seeking personalized financial guidance, Chris Erfurth is dedicated to helping you achieve your goals. Contact him today to schedule a consultation and take the first step towards a brighter financial future with Edward Jones.

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Location

Oregon, Dane (53575)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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