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Edward Jones - Financial Advisor: Alison Vento, ChFC®|WMCP®|CRPC™
- Boca Raton, FL
About this business
Location details
165 SE Mizner Blvd #17, Boca Raton, FL 33432, Boca Raton, FL, 33432, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Alison has been a dream to work with. She takes time to educate on investment options and understands our individual needs as a family. She keeps us informed and takes time to explain details and strategies. I trust her and recommend her very highly for her experience and knowledge.
I've been incredibly impressed with Alison and her ability to manage my portfolio. She's struck the right balance between growth and risk mitigation, ensuring my investments are both profitable and secure. Her regular updates and reviews keep me informed and involved. Beyond her financial expertise, Alison is caring, approachable, and trustworthy. She manages my money the way she would her own. I feel confident that my portfolio is in very capable hands.
Alison Vento has been very supportive as my financial advisor. She's knowledgeable and thoughtful and answers all of my questions. She books regular checkpoint meetings to discuss progress and next steps. And she comes thoroughly prepared for our sessions. I always feel like she's focused on our conversation and not rushing to get to the next appointment. I depend on her to help me navigate the current financial environment and make sound decisions.
Frequently asked questions about Edward Jones - Financial Advisor: Alison Vento, ChFC®|WMCP®|CRPC™
How is Edward Jones - Financial Advisor: Alison Vento, ChFC®|WMCP®|CRPC™ rated?
Edward Jones - Financial Advisor: Alison Vento, ChFC®|WMCP®|CRPC™ has a 5 star rating with 3 reviews.
When is Edward Jones - Financial Advisor: Alison Vento, ChFC®|WMCP®|CRPC™ open?
Edward Jones - Financial Advisor: Alison Vento, ChFC®|WMCP®|CRPC™ is closed now. It will open on Monday at 9:00 a.m.
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