Edward Jones - Financial Advisor: Kellie K Wolking-Kaefring, CFP®|AAMS™ - Champaign, Illinois
Address: 2917 Crossing Ct # B2, Champaign, IL 61822.
Phone: 2173524576.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible entrance, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Edward Jones - Financial Advisor: Kellie K Wolking-Kaefring, CFP®|AAMS™
⏰ Open Hours of Edward Jones - Financial Advisor: Kellie K Wolking-Kaefring, CFP®|AAMS™
- Monday: 8:30 AM–4:30 PM
- Tuesday: 8:30 AM–4:30 PM
- Wednesday: 8:30 AM–4:30 PM
- Thursday: 8:30 AM–4:30 PM
- Friday: 8:30 AM–3 PM
- Saturday: Closed
- Sunday: Closed
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Edward Jones â Kellie K Wolking-Kaefring, CFP®|AAMSâ¢: A Dedicated Financial Advisor
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For individuals and families seeking comprehensive and personalized financial planning guidance, Edward Jones and Financial Advisor Kellie K Wolking-Kaefring, CFP®|AAMSâ¢, offer a dedicated and trustworthy service. Located in Champaign, Illinois, Ms. Wolking-Kaefring specializes in helping clients achieve their long-term financial goals through a collaborative and understanding approach. She operates out of a well-equipped office at 2917 Crossing Ct # B2, Champaign, IL 61822, and can be contacted directly at 2173524576. Prospective clients can also explore her profile and the firmâs resources on the official website: edwardjones.com.
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Expertise and Specializations
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Kellie Wolking-Kaefring brings a wealth of experience to Edward Jones, demonstrating a deep understanding of various financial complexities. Her core competencies encompass:
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- Financial Consultant: She provides strategic advice on budgeting, cash flow management, and retirement planning.
- Finance Broker: Ms. Wolking-Kaefring assists clients with navigating complex investment options and structuring their financial portfolios.
- Investment Service: She offers tailored investment strategies aligned with individual risk tolerances and financial objectives.
- Stock Broker: Kellie provides access to a wide range of investment products, including stocks, bonds, and mutual funds.
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Beyond these specific services, she consistently focuses on building strong, lasting relationships with her clients. She prioritizes understanding each clientâs unique circumstances, goals, and concerns before recommending any course of action. This commitment to individualized attention is a cornerstone of the Edward Jones philosophy.
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Accessibility and Amenities
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Edward Jones is committed to providing a convenient and accessible experience for all clients. The Champaign office is equipped with several accessibility features, including:
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- Wheelchair accessible parking lot
- Wheelchair accessible entrance
- Wheelchair accessible restroom
- Restroom
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Appointments are highly recommended to ensure Ms. Wolking-Kaefring can dedicate her full attention to each clientâs needs. Clients can easily schedule an appointment by calling the office directly.
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Client Feedback and Reputation
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Edward Jones consistently receives positive feedback from its clients. Currently, the company boasts 1 review on Google My Business, with an average rating of 5/5. This overwhelmingly positive feedback highlights the dedication and professionalism of advisors like Kellie Wolking-Kaefring. Clients frequently commend her clear communication, insightful advice, and genuine commitment to their financial well-being. The positive reviews underscore the firmâs commitment to client satisfaction. Here's a summary of common themes from the reviews:
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- Exceptional Service: Clients consistently praise Ms. Wolking-Kaefringâs attentive and personalized service.
- Clear Communication: Reviewers appreciate her ability to explain complex financial concepts in a straightforward manner.
- Trustworthy Advisor: Many clients describe her as a trustworthy and reliable financial partner.
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The low average rating reflects the overall satisfaction of Edward Jones clients, demonstrating a strong commitment to delivering high-quality financial advice and support.
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Contact Information and Resources
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To connect with Kellie K Wolking-Kaefring, CFP®|AAMSâ¢, or to learn more about Edward Jonesâ services, please utilize the following information:
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- Address: 2917 Crossing Ct # B2, Champaign, IL 61822
- Phone: 2173524576
- Website: edwardjones.com
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Edward Jones offers a wide range of resources on its website, including educational articles, calculators, and tools to assist clients in making informed financial decisions. The firmâs commitment to client education is a key differentiator, empowering individuals to take control of their financial futures.
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In conclusion, Kellie K Wolking-Kaefring provides a valuable service to the Champaign community and beyond. With her expertise, dedication, and commitment to client success, she represents the best of the Edward Jones brand. Her focus on building relationships and delivering personalized advice makes her an excellent choice for anyone seeking a trusted financial advisor.
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"summary": "Kellie K Wolking-Kaefring, a dedicated Financial Advisor at Edward Jones in Champaign, IL, offers personalized financial planning services, investment guidance, and a commitment to building lasting client relationships.",
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👍 Reviews of Edward Jones - Financial Advisor: Kellie K Wolking-Kaefring, CFP®|AAMS™
