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Edward Jones - Financial Advisor: Alex Winkelmann

155 Main St, Marlborough, MA 01752, USA
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Detailed Information
Openning hours
  • Monday 8:00 AM – 5:00 PM
  • Tuesday 8:00 AM – 5:00 PM
  • Wednesday 8:00 AM – 5:00 PM
  • Thursday 8:00 AM – 5:00 PM
  • Friday 8:00 AM – 5:00 PM
  • Saturday Closed
  • Sunday Closed
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Edward Jones - Financial Advisor: Alex Winkelmann
Edward Jones - Financial Advisor: Alex Winkelmann
Reviews
Josh Weinmann (11/30/2020)
Alex and Wendy are a pleasure to work with. They are the epitome of professionalism and dedication. Alex makes sure to tailor your needs into a portfolio and goes the extra mile to explain everything, so you are never left in the dark. His responsiveness and attention to detail are always on full display. It is a true joy to be able to work with both Alex and Wendy.
Rian White (12/01/2020)
Working with Alex and Wendy has been an absolute pleasure. Their teamwork helps take any sort of stressors off of the financial planning process. Alex is a very open communicator which is of the most importance with his service. Alex's clients are his number one priority. I have nothing but this highest respect for the work Alex does and provides to his clients. I have and will continue to recommend him to everyone.
Curt Echo (11/24/2020)
I have been working with Alex and Wendy for a couple years now. The customer support and responsiveness is exceptional - it truly is a pleasure to work with them each day. They have been so great that I have referred other clients to their office and they, too, have started a relationship with Edward Jones and Alex. I highly recommend working with Alex!
Jennifer Gill (03/27/2020)
In times like these I’m so thankful for my financial team... one of them is Alex at Edward Jones. Alex has helped me understand my old 401k and come up with a plan/strategy to save for retirement. He has helped me understand the importance of cash flow and saving for other expenses prior to retirement when I had NO IDEA what I was doing. He continues to help me understand different investments that are suitable for different situations.... especially at a time like this. His assistant Wendy always gets back to me in record time and she’s so helpful. Thank you Alex! You’re always available and trustworthy ♥ufe0f
Love Kids (11/29/2020)
Alex and Wendy are genuine. Our family has been with them for several years. They are personable and professional. Alex is happy to set up plans for our goals.
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