Edward Jones - Financial Advisor: Andrew C Litt, CFP® - McFarland, Wisconsin

Edward Jones - Financial Advisor: Andrew C Litt, CFP®

Edward Jones is a prominent financial services firm with a strong presence in McFarland, Wisconsin. The firm is led by experienced financial advisor, Andrew C Litt, who holds the prestigious Certified Financial Planner (CFP®) designation. With a deep understanding of financial markets and a commitment to client success, Andrew and his team strive to provide personalized financial solutions tailored to each client's unique needs and goals.

Location and Contact Information

Address: 4840 Larson Beach Rd, McFarland, WI 53558

Phone: (608) 838-3926

Website: edwardjones.com

Specialties and Services

• Financial consultant
• Finance broker
• Investment service
• Stock broker

Other Points of Interest

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom
• Appointments recommended

Opinions and Reviews

This company has 1 review on Google My Business.

Average opinion: 5/5.

Why Choose Edward Jones - Financial Advisor: Andrew C Litt, CFP®

With years of experience and a commitment to personalized service, Edward Jones - Financial Advisor: Andrew C Litt, CFP® is an excellent choice for anyone seeking comprehensive financial advice and planning services. Andrew and his team work closely with clients to develop tailored strategies for achieving long-term financial goals, including retirement planning, investment management, and wealth preservation. By leveraging their expertise and resources, clients can feel confident in their financial future.

👍 Reviews of Edward Jones - Financial Advisor: Andrew C Litt, CFP®

Jeri L.

5/5

Okay. The best way for judge of a great advisor is how they treat your family once you pass. My Dad recently passed away and had his investments with Edward Jones in McFarland, WI. Andrew Litt was he and his wife’s advisor. As the personal representative of my fathers estate, it can get incredibly confusing and even concerning that the estate will be secure. Andrew made himself available to myself and walked through every detail with professionalism. He not only said he has our best interest in mind in all decisions, it was proven in the end. I never felt like I was a nuisance and I stand strong that he did my father well. It was clear his investments were secure in these scary times. I highly recommend Andrew Litt to invest your hard earned money well and as stated handles your life changes, including after death with respect. His advice has been invaluable. Hannah, his assistant is INCREDIBLE as well. A perfect addition to help with legal questions and support to Andrew. Don’t hesitate to consult with him! My Dad made an excellent choice. Start with a call to Hannah…she’ll get things started for you.