Edward Jones - Financial Advisor: Magali M Lutz, CFP®|ChFC®|AAMS™ - Louisville, Colorado

Introduction to Edward Jones - Financial Advisor Magali M Lutz, CFP®|ChFC®|AAMS™

Magali M Lutz, a distinguished financial advisor associated with Edward Jones, holds prestigious certifications such as Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Accredited Asset Management Specialist (AAMS™). Her expertise in financial consulting, finance brokering, investment services, and stock brokerage has earned her a significant clientele.

Location and Contact Information

Edward Jones - Financial Advisor Magali M Lutz can be found at 133 McCaslin Blvd suite c, Louisville, CO 80027. For those looking to schedule an appointment or seek further information, they can reach Magali by phone at 39266729. Additionally, interested individuals can visit her website for more in-depth details about her services.

Specialties and Other Points of Interest

Magali specializes in providing comprehensive financial advice, helping clients navigate through various financial decisions with ease. Her office is equipped with wheelchair accessible parking and restrooms, ensuring accessibility for all. Appointments are highly recommended to ensure personalized attention and effective planning.

Reviews and Opinions

Edward Jones - Financial Advisor Magali M Lutz enjoys a stellar reputation, backed by a 5/5 average rating on Google My Business. Clients appreciate her methodical approach, in-depth knowledge, and exceptional listening skills. They have found her guidance invaluable, especially concerning long-term financial planning and retirement savings. Her optimistic yet realistic outlook, combined with top-notch professionalism, sets her apart as a master financial advisor.

Recommendation

For anyone seeking a reliable, knowledgeable, and empathetic financial advisor, Magali M Lutz at Edward Jones is an exceptional choice. Her dedication to her clients' financial well-being, coupled with her comprehensive understanding of various financial instruments and strategies, makes her an invaluable resource. We highly recommend contacting Magali via her website or phone number to schedule an appointment and embark on a journey towards a financially secure future.

👍 Reviews of Edward Jones - Financial Advisor: Magali M Lutz, CFP®|ChFC®|AAMS™

Kristin K. G.

5/5

Methodical, knowledgeable, a great listener- Magali has helped shape my retirement savings which I earned from a long career in public education. I am so grateful for her financial advice, her optimistic but realistic long-term goal planning, and for her top-notch professionalism. She is simply a master financial adviser, and I recommend her services wholeheartedly.