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Edward Jones - Financial Advisor: Stephen Coffey, CEPA®
- Financial Services
- Dunkirk, MD
About this business
Location details
10086 Southern Maryland Blvd Dunkirk, Dunkirk, MD, 20754, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Stephen takes his time to answer all my questions and concerns in a way I can understand. He has also advised me on my other finances when there was no financial motivation for him. I believe he is purely focused on the success of my family and me. I tell everyone in this area to talk to him about their finances and you should too!
Stephen has been amazing for both my retirement and company investments. Our returns have been better then we could have hoped and he has always steered us in the right direction to accomplish our financial goals with no pressure to do anything we aren't comfortable with. Highly recommend!!
Stephen helped me come up with financial plan before I ever had money to invest. We sat down a prioritized the “buckets” and how we wanted to structure the accounts. This really demonstrates his selfless commitment to helping others first. Eventually we were able to start filling those accounts and the returns I have seen have been outstanding. He is always available to answer questions and is very knowledgeable with recommendations as well. I have the utmost confidence and comfort working with Stephen to know he has my best... read more
I’ve worked with Stephen for 2 years now. He has always been straight with me and has gotten me through these trying times. I know I can always count on him for all the things! I’ve had other Financial advisors but no one is on his level.
As personal and difficult as it is talking to someone about our financial planning, Stephen Coffey made the process very personal and easy! He takes the time to go over your personal and business budgets so that your family and business can get the most out of your hard work! My husband and I refer Stephen Coffey to everyone we know looking for an excellent financial advisor!!
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Edward Jones - Financial Advisor: Stephen Coffey, CEPA® has a 5 star rating with 8 reviews.
When is Edward Jones - Financial Advisor: Stephen Coffey, CEPA® open?
Edward Jones - Financial Advisor: Stephen Coffey, CEPA® is closed now. It will open tomorrow at 9:00 a.m.
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