Edward Jones - Financial Advisor: Josh Boulware, CFP®|ChFC® - St. Petersburg, Florida

Address: 6501 Central Ave, St. Petersburg, FL 33710.
Phone: 273475179.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 16 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Edward Jones - Financial Advisor: Josh Boulware, CFP®|ChFC®

☎️273475179

⏰ Open Hours of Edward Jones - Financial Advisor: Josh Boulware, CFP®|ChFC®

Monday: 9 AM–6 PM
Tuesday: 9 AM–6 PM
Wednesday: 9 AM–6 PM
Thursday: 9 AM–6 PM
Friday: 9 AM–6 PM
Saturday: Closed
Sunday: Closed

Okay, here’s a detailed overview of Edward Jones Financial Advisor, Josh Boulware, CFP®|ChFC®, designed to be a helpful resource for individuals seeking financial guidance.

Introduction to Josh Boulware and Edward Jones

Edward Jones is a well-established and highly regarded firm dedicated to providing personalized financial guidance to individuals and families. Josh Boulware, a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), serves as a dedicated Financial Advisor within this organization. Mr. Boulware prioritizes building long-term relationships with his clients, fostering trust and understanding their unique financial goals. He operates from the Edward Jones office located at 6501 Central Ave, St. Petersburg, FL 33710, and can be reached by phone at 273475179. You can also access more information and schedule an appointment through his dedicated website: edwardjones.com.

Specializations and Services Offered

Josh Boulware specializes in a comprehensive range of financial services, including acting as a Financial Consultant, a Finance Broker, an Investment Service provider, and a Stock Broker. His expertise encompasses various areas, such as retirement planning, investment management, estate planning, education funding, and insurance needs. He takes a holistic approach, considering all aspects of a client’s financial life to develop tailored strategies. The firm’s core philosophy centers around educating clients, empowering them to make informed decisions about their finances.

Location and Accessibility

The St. Petersburg office is conveniently located at 6501 Central Ave. It’s designed to be a welcoming environment for clients. Notably, the office provides Wheelchair accessible parking lot and Wheelchair accessible restroom facilities, demonstrating a commitment to inclusivity. Additionally, standard Restroom facilities are available. For optimal planning, Appointments are strongly recommended to ensure dedicated time and attention to your financial needs.

Client Feedback and Reputation

Edward Jones, through Josh Boulware’s guidance, consistently receives positive feedback. The firm boasts 16 reviews on Google My Business, with an impressive Average opinion of 5/5. This suggests a strong commitment to client satisfaction and a dedication to providing exceptional service. It's clear that clients appreciate the personalized attention, thorough explanations, and the feeling of being valued as individuals. The team appears to prioritize building genuine relationships, creating a comfortable and informative experience for every client.

Key Takeaways & Recommendation

Josh Boulware embodies the core values of Edward Jones: trust, integrity, and personalized service. He’s a knowledgeable and approachable advisor who takes the time to understand your specific circumstances and goals. His commitment to accessibility, both physically and through his communication style, further enhances the client experience. For anyone seeking a reliable and dedicated financial partner, we strongly recommend exploring the services offered by Josh Boulware. To learn more about his strategies and schedule a consultation, we encourage you to visit his profile on the Edward Jones website: edwardjones.com.

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👍 Reviews of Edward Jones - Financial Advisor: Josh Boulware, CFP®|ChFC®

Edward Jones - Financial Advisor: Josh Boulware, CFP®|ChFC® - St. Petersburg, Florida

Nancy W.

5/5

Josh and Stephanie are an amazing team. Josh explains our portfolio's performance and answers all of our financial planning questions. Plus, we are greeted like royalty when we go in for an appointment. I highly recommend Josh for all of your financial needs.

Ivy L.

5/5

I have been working with Josh and his staff for a few years now and I cannot say enough good things about them. In this crazy world we live in, it is sometimes (IMO) impossible to find people who actually love what they do and do it so well and have the core values and integrity that I live and stand by. I HIGHLY HIGHLY HIGHLY recommend Josh Boulware and his office for ALL your financial affairs whether big or small. Thank you Josh from the bottom of my heart for all that you do for me. You and your staff are amazing

Laurel T.

5/5

I love working with Josh Boulware. He is extremely knowledgable, knows the market and is level headed (a quality that is extremely important in a financial advisor). As an estate planning attorney I can really appreciate his approach to wealth management and planning. He’s also an excellent resource for my high net worth clients, including ones that face estate tax issues.

Josh takes a comprehensive approach to each of his client's financial plans. He looks at both short and long term goals and provides exceptional customer service. I would highly recommend working with Josh.

Elizabeth C.

5/5

Josh is fantastic! Highly recommend him as a financial advisor. I was handling my own retirement accounts through various companies before I met Josh. After speaking with Josh regarding my options and how to maximize my earnings over time, I decided to move my accounts to Edwards Jones. Josh made the process simple. I have had questions since and Josh remains consistent in responding to me. I trust him implicitly to handle my retirement. Thanks, Josh!

Julez

5/5

If you are looking for an excellent financial advisor, Josh is definitely your guy. Josh is an extraordinarily knowledgeable and approachable professional who will genuinely care about putting you and your family in the best possible financial position moving forward. He is a rare breed in the financial world, I highly recommend him!!

Lauren S.

5/5

I could not recommend Josh more highly. After a two hour initial consultation with my husband and I, he asked us everything about what we want in life regarding family, lifestyle and goals. Some of the tough questions really got us digging deep and allowed us to think about where we want to be, and not just get stuck in where we currently are. Josh understands that you have to have a relationship with people and know their WHY before you can effectively advise them. Josh truly has an abundance mindset, and I trust that everything he does is for our benefit first and foremost.

Mitch P.

5/5

I'm very pleased to share my unique experience with Joshua Boulware, Financial Advisor, Edward Jones, as, frankly, his entire approach and presentation not only represented among the "best of the best" in the Financial Advisor industry, but his willingness to accept my final decision - and, then, make a truly sincere effort to remain friends - is unprecedented in my extensive business experience.

In simple, Joshua approached us about our accounts, conducted a thorough review of same, and approached us with suggestions as any Financial Advisor worth his salt would do. After much deliberation, we elected to stay with our current advisors; we'd had very good experiences with them over time and, honestly, being a bit older, were reluctant to make any substantive changes. When we decided this, I was completely honest with Joshua and we have remained friends ever since, never again discussing my investment portfolio.

Joshua is singular in his approach in that he never ever disses "the competition," as it were - he even identifies strategies they've executed well - but in the true spirit of believing in his company, Edward Jones, and his own strategies, offers client candidates a rounded view of what he views they are currently doing, and, in his eyes and with his experience and education, what he believes to be possible.

My heartiest kudos to an enormously talented fella who I have the pleasure of being friends with today. I recommend him highly - and that is a decided understatement.

Jon H.

5/5

As a former financial adviser myself, I am always aware of who is a sales person and who is actually an adviser and Josh is definitely an adviser. Josh is a phenomenal adviser who cares about his Client’s situation more than his own. I can’t recommend Josh enough.