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  1. US
  2. FL
  3. Orlando
Edward Jones - Financial Advisor: George Stefanou, CFP®|AAMS¿|CRPC®
Edward Jones - Financial Advisor: George Stefanou, CFP®|AAMS¿|CRPC®
Edward Jones - Financial Advisor: George Stefanou, CFP®|AAMS¿|CRPC®

Edward Jones - Financial Advisor: George Stefanou, CFP®|AAMS¿|CRPC®

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45 W Crystal Lake St Suite 199, Orlando, FL 32806, USA Get Directions
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Services Excellence Summary

Positive Reviews: Customers appreciate George's approach and enjoy working with him. He takes the time to explain all the options and works closely with clients based on their risk tolerance to make informed decisions. He is easy to work with and does not pressure clients. Additionally, George is praised for his excellent communication skills. He promptly returns calls and stays in touch with clients, providing suggestions and input. He is also knowledgeable about various investment alternatives, which further adds to the value he brings to his clients. Unique facts about Edward Jones - Financial Advisor: George Stefanou, CFP®|AAMS¿|CRPC®: 1. George Stefanou has a personal connection to the American Dream, as he is a Greek immigrant who came to the United States with limited education and built a successful career in finance. 2. George bought his first house at the age of 19, displaying his early financial discipline and investment skills. 3. He opened the 9th Edward Jones branch in Orlando in 2009 and currently serves as the Client Solutions Leader for the Greater Orlando Area, leading over 70 branch teams to provide exceptional client experiences. 4. George is actively involved in his community and is passionate about financial education. He has received recognition for his volunteer work with Junior Achievement, earning him the Above and Beyond Award. Edward Jones - Financial Advisor: George Stefanou, CFP®|AAMS¿|CRPC®, specializes in providing comprehensive financial solutions to clients. As a Certified Financial Planner (r) from the Certified Financial Planner Board of Standards, Inc., George assists clients with complex financial issues and helps them achieve their financial goals. He is dedicated to financial education and giving back to the community, creating a positive and impactful experience for his clients.

 

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Edward Jones - Financial Advisor: George Stefanou, CFP®|AAMS¿|CRPC® Reviews: 4. Average Rating: 5.0
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