Edward Jones - Financial Advisor: Steve Medford, CEPA®|AAMS™ - Jerseyville, Illinois

Okay, here’s a detailed presentation of Edward Jones Financial Advisor, Steve Medford, designed to be a helpful and informative resource:

Introduction to Steve Medford – A Trusted Financial Advisor

For individuals and families seeking comprehensive and personalized financial guidance, Edward Jones presents a distinguished option: Steve Medford, CEPA®|AAMS™. Mr. Medford operates from a well-established office located at 114 N State St, Jerseyville, IL 62052. He’s readily accessible at Phone: 84988523, and further details can be found on his official website: Website: edwardjones.com. Mr. Medford specializes in a broad range of financial consultant services, including acting as a finance broker and providing valuable investment services, alongside traditional stock broker capabilities.

Key Services and Expertise

Steve Medford’s role at Edward Jones centers around building long-term relationships with clients. He doesn’t focus on aggressive sales tactics; instead, he prioritizes understanding a client's unique financial goals, risk tolerance, and overall life circumstances. His core services encompass:

• Retirement Planning: Developing strategies to ensure a comfortable and secure retirement.
• Investment Management: Constructing diversified portfolios tailored to individual needs.
• Estate Planning: Assisting with the preservation and transfer of wealth.
• Education Funding: Planning for the costs associated with higher education.
• Insurance Planning: Evaluating and securing appropriate insurance coverage.

Accessibility and Amenities

Mr. Medford’s office is committed to providing a welcoming and accessible environment. The facility offers wheelchair accessible parking lot and wheelchair accessible restroom facilities, demonstrating a dedication to inclusivity. Clients are encouraged to schedule appointments in advance, which is highly recommended for optimal service. The office also provides standard restroom facilities.

Client Feedback and Reputation

Edward Jones consistently receives positive feedback regarding the quality of service and the professional demeanor of its advisors. The company maintains 9 reviews on Google My Business, with an average rating of 4.6/5. This indicates a strong level of client satisfaction, suggesting a commitment to responsiveness and personalized attention. There's a clear emphasis on building trust and providing clear, understandable financial advice. The consistent positive comments highlight the value clients place on the relationship built over time.

Recommended Contact Information

To learn more about how Steve Medford and Edward Jones can assist you with your financial needs, we strongly encourage you to visit his website: edwardjones.com. You can easily schedule an appointment or contact him directly via phone.

Final Recommendation

Based on the demonstrated commitment to client service, comprehensive financial expertise, and accessible location, Steve Medford at Edward Jones represents a valuable resource for anyone seeking a reliable and trustworthy financial advisor. We highly recommend exploring his website and initiating a conversation to discuss your specific financial objectives.

---

Do you want me to refine any aspect of this presentation, such as adding more details about a specific service, or tailoring it to a particular audience (e.g., retirees, young families)

👍 Reviews of Edward Jones - Financial Advisor: Steve Medford, CEPA®|AAMS™

Ashleigh H.

5/5

I googled Steve's office to give him a call this morning and noticed he only had four stars. I looked at the previous comment that did not rate them well and I couldn't disagree more with that rating. The office staff are some of the nicest people you could get. They answer quickly and promptly respond to any questions I have. Our family has been with Steve's office for well over 10 years and could not be happier. Thank you all!

Keith N.

5/5

Great company, great Advisor! Edward Jones advisors are the best in the business and Steve Medford is one of there best. His commitment to his clients is obvious and his staff is awesome. If you're looking for a financial advisor, or you're not happy with your current advisor, give Steve a call and set up a meeting. You'll be glad you did!

Glenda S.

5/5

Steve, Sara and Mandy are the best. They are courteous, friendly and helpful with all aspects of the business!

Joel N.

1/5

If you're not a "hometown" boy they have no interest in helping you. If not from Jerseyville, don't waste your time with these guys! Office staff was rude.

Karla A.

5/5

It’s starts with trust and that is found at Steve’s office.

Madalyn B.

5/5

Gayle S.

5/5

Jake M.

5/5