Edward Jones - Financial Advisor: Leng Tiew, CFP® - Casselberry, Florida

Address: 3385 US-17 92 Suite 249, Casselberry, FL 32707, United States.
Phone: 4075596435.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 36 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Edward Jones - Financial Advisor: Leng Tiew, CFP®

☎️4075596435

⏰ Open Hours of Edward Jones - Financial Advisor: Leng Tiew, CFP®

Monday: 8:30 AM–5:30 PM
Tuesday: 8:30 AM–5:30 PM
Wednesday: 8:30 AM–5:30 PM
Thursday: 8:30 AM–5:30 PM
Friday: 8:30 AM–3 PM
Saturday: Closed
Sunday: Closed

Okay, here’s a detailed overview of Edward Jones – Financial Advisor: Leng Tiew, CFP®, designed to be a helpful resource for individuals seeking financial guidance:

Edward Jones: Leng Tiew, CFP® – A Trusted Financial Advisor

For those seeking a reliable and experienced financial advisor, Edward Jones presents Leng Tiew, CFP®, as an excellent option. Mr. Tiew operates from the location at 3385 US-17 92 Suite 249, Casselberry, FL 32707, United States. He can be easily reached by phone at 4075596435, and further information is available on his dedicated profile at edwardjones.com. Mr. Tiew’s areas of expertise include Financial consultant, Finance broker, Investment service, and Stock broker services.

Specializations and Services Offered

As a Financial Consultant at Edward Jones, Leng Tiew focuses on building long-term relationships with clients. He doesn't primarily sell specific products; rather, he takes a holistic approach to understanding a client’s financial goals, risk tolerance, and overall situation. This allows him to develop a customized plan encompassing various aspects of financial management, including:

Retirement Planning
Investment Management
Education Savings
Estate Planning
Insurance Needs Analysis

His credentials as a Certified Financial Planner™ (CFP®) signify a commitment to ethical and professional standards – demonstrating a deep understanding of financial planning principles.

Convenience and Accessibility

The office is designed with client comfort in mind, offering a Wheelchair-accessible car park and Wheelchair-accessible toilet. Restrooms and general facilities are also available. It’s highly recommended to schedule an appointment in advance to ensure Mr. Tiew is available to dedicate his full attention to your needs. Appointments recommended.

Client Feedback and Reputation

Edward Jones consistently receives positive feedback. Currently, the company boasts 36 reviews on Google My Business, with an impressive Average opinion of 5/5. These reviews consistently highlight Mr. Tiew’s professionalism, patience, and dedication to client success. Clients frequently describe him as approachable and skilled at explaining complex financial concepts in a clear and understandable manner. The emphasis on personalized service appears to be a key differentiator, fostering confidence and a sense of partnership.

Contact Information and Further Resources

To learn more about Leng Tiew, CFP®, and how he can assist you with your financial journey, we strongly encourage you to visit his profile on the Edward Jones website: edwardjones.com. You can also contact him directly via phone at 4075596435.

Final Recommendation

Based on the positive client feedback and Mr. Tiew’s credentials and approach, we recommend Leng Tiew, CFP®, as a valuable resource for individuals seeking a dedicated and knowledgeable financial advisor. His commitment to building strong relationships and providing tailored financial plans makes him an excellent choice for achieving your financial goals. Don’t hesitate – reach out to him today through his website to schedule a consultation and begin building a brighter financial future.

👍 Reviews of Edward Jones - Financial Advisor: Leng Tiew, CFP®

Edward Jones - Financial Advisor: Leng Tiew, CFP® - Casselberry, Florida

Steven R.

5/5

Leng is a true professional and a very great person! He'll make investing very easy and relaxed for you and answer all your questions very helpfully! Regina is very friendly and will make you feel at home.

Chance L.

5/5

I've been working with Leng for a few years now and he has been very helpful in planning things out for us! He is very knowledgeable and patient in explaining the things I don't fully understand. It has been great working with him and his encouragement has made us feel confident about our financial future!

Christina E.

5/5

Leng is beyond amazing! He is patient and shows that he cares about each one of his clients. My husband and I never feel like we are just a portfolio. He takes his time and shares his knowledge if you to want to learn. We highly recommend him and are absolutely grateful to meet such a kind individual!

Anastasia V. D.

5/5

Leng Tiew has been our advisor for a few years now. I am very impressed with his knowledge, professionalism and understanding of the markets. I use to work in investment industry and I have seen different advisors and different styles and Leng Tiew is a five-star professional. He is humble, easy to talk to and very intelligent. He will meet you wherever you are in your investment journey from beginner to advanced. I recommend him to all my friends and family.

David T.

5/5

Leng knocked on our doors about 4 years ago to introduce himself, what he does as well as financial services offer at Edward Jones. As a matter of fact, we are glad that we met him that day. Fast forward, we are his clients since then. Leng is knowledgeable, honest, and very professional in financial services arena. I am very comfortable when talking to him pretty much at anytime. I consider him not only a Financial Advisor but also a friend as well. I highly recommend him.

Kim F.

5/5

I have been working with Leng Tiew and Edward Jones since October of 2018.
On our first meeting, Leng listened to my requirements and long-term goals, and explained to me, the Edward Jones strategy for long term growth. Together we were able to come up with a comprehensive plan of action.

He also pointed out that his compensation was not based on the number of trades, but rather, based on quality and success of the investment that we choose.

Throughout the years, he and I have met on a regular basis to review and discuss any economic and market changes that would require that we make any updates to our financial plan. He would also provide me any recommendation that came from within the Edward Jones research organization, with regard to the possible purchasing of new funds, or the elimination of some of my current holdings, giving me the personal service that I was looking for.

Leng is a knowledgeable and professional financial advisor. He keeps himself current with the market, and with new funds that are available. I feel secure in my retirement planning as a result of working with Leng, and would highly recommend his services.

Paula G.

5/5

Leng is wonderful to work with and understands our goal for retirement. He has been a tremendous help to us choosing our investments. We love watching our money grow under his guidance. It is so obvious he takes a real interest in his clients. We were with another company and never received any interest or guidance. We were just a number. Not so with Leng! He’s the best!

Susan H.

5/5

I am so pleased with my experience with Edward Jones and especially with Leng Tiew. My investments have increased substantially (much more than expected) and the time and attention that Leng has dedicated to my account and goals for retirement is impressive. Leng is so trustworthy and pleasant to work with . In fact I have referred him to several of my friends and relatives. In addition he formally meets with me every quarter to review my account unless I ask to meet with him sooner. He is very accommodating and responsive .