Edward Jones - Financial Advisor: Steve Lamis, CEPA® - Spring Valley, Illinois

Edward Jones - Financial Advisor: Steve Lamis, CEPA®

Edward Jones - Financial Advisor Steve Lamis, CEPA® is a well-established financial services firm located at 206 E St Paul St, Spring Valley, IL 61362. With a phone number of 56642014 and a website at edwardjones.com, the firm specializes in providing financial consulting, finance brokering, investment services, and stock brokerage to clients in the Spring Valley area.

Servicios y Especialidades

• Financial consultant: Steve Lamis offers personalized financial planning and advice to help clients achieve their long-term financial goals.
• Finance broker: He assists clients in navigating complex financial markets and securing the best possible deals.
• Investment service: As part of his investment services, Steve Lamis helps clients build and manage investment portfolios tailored to their unique needs and risk tolerance.
• Stock broker: With extensive knowledge of the stock market, Steve Lamis can help clients make informed decisions about buying, selling, and managing their investments.

Instalaciones y Atributos

• Wheelchair accessible parking lot: The office provides easy access for individuals with disabilities.
• Wheelchair accessible restroom: Restroom facilities are designed to accommodate wheelchair users.
• Restroom: Clean and well-maintained restroom facilities are available for clients and visitors.
• Appointments recommended: While walk-ins may be accommodated, it is recommended to schedule an appointment in advance to ensure the best possible service.

Opiniones y Calificaciones

Edward Jones - Financial Advisor Steve Lamis, CEPA® has earned a stellar reputation among its clients, with a 5/5 average rating based on 3 reviews on Google My Business. Clients consistently praise Steve Lamis and his team for their professionalism, friendliness, and commitment to providing personalized, high-quality financial services. One satisfied client remarked, "I’m so happy & confident knowing that my investment needs are in great hands with Steve Every experience with him and his amazing team proves to be professional and friendly."

Recomendación Final

For individuals seeking a reliable and experienced financial advisor in the Spring Valley area, Edward Jones - Financial Advisor Steve Lamis, CEPA® is a top choice. With a commitment to personalized service, extensive expertise in various financial services, and a strong track record of client satisfaction, Steve Lamis and his team are well-equipped to help clients achieve their financial goals. We highly recommend scheduling an appointment with Steve Lamis to discuss your unique financial needs and learn more about how his firm can assist you in securing a brighter financial future.

To get started, visit the firm's website at edwardjones.com or call 56642014 to set up an appointment.

👍 Reviews of Edward Jones - Financial Advisor: Steve Lamis, CEPA®

Michelle W.

5/5

I’m so happy & confident knowing that my investment needs are in great hands with Steve! Every experience with him and his amazing team proves to be professional and friendly. I know that he listens, earnestly evaluates, provides a wealth of information on strategies and handles all transactions with impeccable integrity. I highly recommend Steve as a key advisor to assist in meeting your financial goals.

Kelly K.

5/5

I have been working with Steve for several months and am very happy with his services. He was very helpful in understanding my financial and life goals. We were able to create a plan for me that is customized for my wants and needs. I highly recommend Steve for financial planning services.

Kerry E.

5/5