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Reviews, get directions and information for Edward Jones - Financial Advisor: Linda K Winkelman

Edward Jones - Financial Advisor: Linda K Winkelman
"Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor."
Address: 209 S Walnut St, Monticello, MN 55362, USA
Phone: (763) 295-1138
State: Minnesota
County: Wright County
Zip Code: 55362


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Reviews
Alex was recommended to me by a close friend and my experience with him has been first class all the way through. What I appreciate most about working with Alex is his communication style — he gives me all the information I need to independently make my own decisions, while also being there for advice when called upon. Alex is also a brilliant listener — He’s locked in whenever we hop on calls and not once have I needed to re-explain or remind him of any details. More than anything, I trust Alex and am grateful to have him in my corner. I highly recommend him to anyone looking for an FA.
Alex's reputation precedes him. Having worked with Alex for +3 years, I could not recommend a more savvy, well-informed, attentive and personable advisor to work with. Having spoken with veterans in the industry at some of the top shops, Alex comes across and composes himself years-ahead of his age. As noted in some of the other reviews, his communication skills to explain complex topics into easily digestible information are top line. In an incredibly sensitive space that personal finance is in, he is someone I trust resolutely. Would refer without a blink.
I have been a client of Alex's for 3 years now and it has been a fantastic experience. Whether its helping me plan for the future, making tangible short and long term investments, or answering any of my often dumb questions - I couldn't be more grateful for the financial position he has helped put me in. If you want a relatable and reliable individual managing your money - Alex is your guy. Also s/o to Wendy. This branch has been an amazing support system for me.
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