Edward Jones - Financial Advisor: Josh Portell

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Edward Jones - Financial Advisor: Josh Portell



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About Edward Jones - Financial Advisor: Josh Portell
Professional experience
Presentation: Edward Jones - Financial Advisor: Josh Portell Josh Portell, a seasoned financial advisor at Edward Jones, is dedicated to providing personalized financial advice to individuals in St Louis, MO. With his expertise and passion for helping clients achieve their financial goals, he has become a trusted resource within the community. Josh's office is conveniently located at 5672 Telegraph Road in St Louis, MO. He understands that finding the right financial advisor is essential, as it can profoundly impact your financial well-being. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, Josh is here to guide you every step of the way. At Edward Jones, our approach is centered around building long-term relationships with our clients. We understand that each individual has unique financial needs and goals. That's why Josh takes the time to get to know his clients on a personal level, to better understand their financial aspirations and challenges. This personalized approach enables him to create tailored financial strategies that align with his clients' goals and risk tolerance. As a financial advisor, Josh believes in the value of holistic financial planning. He will work closely with you to assess your current financial situation, identify areas for improvement, and develop a comprehensive plan to help you reach your objectives. Whether you are starting from scratch or have an existing portfolio, Josh can provide the guidance you need to make informed financial decisions. One of the hallmarks of Edward Jones is our commitment to exceptional client service. Josh takes pride in being accessible and responsive to his clients' needs. He is always available to answer questions, review your portfolio, and adjust your financial plan as circumstances change. Providing ongoing support and regular communication, Josh ensures that you stay on track towards achieving your financial goals. If you're looking for a trusted financial advisor in St Louis, MO, reach out to Josh Portell at Edward Jones. You can visit his office at 5672 Telegraph Road or give him a call at (*information hidden*To learn more about his expertise and the services he offers, visit https://*information hidden*/josh-portell. Remember, financial success is within reach with the right guidance. Let Josh Portell help you navigate your financial journey and realize your aspirations. Contact him today to schedule a consultation and take the first step towards a brighter financial future.

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Location

St Louis, Smith (75701)

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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