Edward Jones - Financial Advisor: Michael J Hanzlik, CFP® - Concord, North Carolina

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Edward Jones - Financial Advisor: Michael J Hanzlik, CFP®

Located at 325 McGill Ave NW Suite 100, Concord, NC 28027, Edward Jones - Financial Advisor: Michael J Hanzlik, CFP® is a top-rated financial services firm providing personalized investment solutions and financial planning advice to clients in the local area. With years of experience and a commitment to excellence, Michael J Hanzlik and his team of dedicated professionals strive to help individuals and families achieve their long-term financial goals.

About Michael J Hanzlik, CFP®

Michael J Hanzlik is a Certified Financial Planner (CFP®) and a seasoned financial advisor with a proven track record of success. His expertise spans across various areas, including financial planning, investment management, retirement planning, estate planning, and risk management. Michael takes a personalized approach to financial planning, working closely with each client to understand their unique needs, goals, and risk tolerance. He offers tailored advice and solutions to help clients make informed decisions about their finances.

Specialties

• Financial consultant
• Finance broker
• Investment service
• Stock broker

Services Offered

In addition to his financial planning and investment management services, Michael and his team provide a range of other services, including:

• Retirement planning
• Estate planning
• Tax planning
• Risk management
• Insurance solutions

Accessibility and Appointments

Edward Jones - Financial Advisor: Michael J Hanzlik, CFP® is committed to providing a comfortable and accessible environment for all clients. The office features a wheelchair accessible entrance, parking lot, and restroom. While walk-ins are welcome, it is recommended to schedule an appointment in advance to ensure the advisor's availability and minimize wait times.

Reviews and Testimonials

Edward Jones - Financial Advisor: Michael J Hanzlik, CFP® has received high praise from its clients, with a perfect 5/5 rating based on two reviews on Google My Business. Clients appreciate Michael's personalized approach, expertise, and dedication to helping them achieve their financial goals. One satisfied client shared, 'Michael is very friendly, approachable, patient, and helpful. He takes the time to understand my financial questions and provides helpful advice and suggestions.' Another client emphasized, 'I highly recommend Michael. He is someone I trust completely with my financial planning needs.' These testimonials highlight the exceptional service and personalized attention clients can expect from Michael and his team at Edward Jones.

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"summary": "Top-rated financial services firm providing personalized investment solutions and financial planning advice to clients in Concord, NC. Led by experienced CFP® Michael J Hanzlik.",
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👍 Reviews of Edward Jones - Financial Advisor: Michael J Hanzlik, CFP®

Hector M.

5/5

I work with Marshall Ward as my financial advisor. He is very friendly, approachable, patient, and helpful. I can easily open up to any financial questions I have. He gives helpful financial advice and suggestions. Even if there is a disagreement on a financial decision. He will only execute the decision you tell him. I highly recommend Marshall Ward, he is definitely someone I trust as my financial advisor.

Richard W.

5/5