Edward Jones - Financial Advisor: Don K Kohlman, AAMS™ - Wentzville, Missouri

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Edward Jones – Financial Advisor: Don K Kohlman, AAMS™ – A Comprehensive Overview

For individuals and families seeking comprehensive financial guidance, Edward Jones – Financial Advisor: Don K Kohlman, AAMS™ presents a dedicated resource. Located in Wentzville, Missouri, Mr. Kohlman offers personalized investment services and financial planning tailored to meet specific needs. His commitment is to building long-term relationships based on trust and understanding.

Location & Contact Information: Don K Kohlman’s office is situated at 1000 Corporate Pkwy Suite D, Wentzville, MO 63385. Clients can easily reach him by phone at 63321116. You can also access more information and schedule an appointment through his dedicated webpage: edwardjones.com.

Specialties & Services: Mr. Kohlman specializes in a wide array of financial consulting areas, acting as a finance broker and providing robust investment services. His expertise encompasses:

• Retirement Planning
• Investment Management
• Estate Planning
• Education Savings
• Insurance Planning

Accessibility & Amenities: Edward Jones is committed to providing a comfortable and accessible experience for all clients. The office features:

• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Wheelchair accessible entrance
• Restroom facilities

Client Feedback & Reputation: Currently, the firm has 1 review on Google My Business, with an average rating of 1/5. It’s crucial to note that this represents a limited sample size, and further research into client experiences is recommended. It's important to consider that this low average score necessitates a deeper investigation into the reasons behind these reviews.

Key Characteristics: A hallmark of Edward Jones is its commitment to a relationship-based approach. Mr. Kohlman prioritizes understanding each client’s unique circumstances, goals, and risk tolerance. He then develops a customized financial plan designed to help clients achieve their objectives. The firm’s stability and longevity are also significant factors, reflecting a dedication to ethical practices and client well-being.

Recommendations for Prospective Clients: Before engaging with Mr. Kohlman, we strongly recommend visiting his website to review his qualifications and service offerings. Scheduling an appointment allows for a more detailed discussion of your specific needs and how his expertise can be applied to your situation. Understanding the current client feedback is advised, and further investigation is encouraged to gain a comprehensive perspective.

Final Recommendation: For individuals seeking a trustworthy and experienced financial advisor, Edward Jones – Financial Advisor: Don K Kohlman, AAMS™ offers a solid foundation. To explore how he can assist you in achieving your financial goals, we encourage you to visit his website at edwardjones.com and schedule a consultation.

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👍 Reviews of Edward Jones - Financial Advisor: Don K Kohlman, AAMS™

Debbie ?. M.

1/5

I told my daughter to go to an Edward Jones advisor for assistance with starting a retirement account. What she told me about her experience with Don was beyond appalling. My daughter is in the service industry as a stylist. she is very good at what she does and makes a decent income. Don told her she needed to change jobs and become a nurse and was very condescending regrading her career choices. Not only was he degrading to her as a women for her poor career choice but also doubted her honesty about her income. He also very freely shared his unsolicited political views in a meeting that was supposed to be about her plan for retirement. This guy should not be representing Edward Jones.