Edward Jones - Financial Advisor: Alex Winkelmann - Marlborough, Massachusetts

Edward Jones - Financial Advisor: Alex Winkelmann

Located in Marlborough, Massachusetts, Alex Winkelmann is a seasoned financial advisor with Edward Jones, a renowned financial services organization. With a strong focus on personalized service and tailored solutions, Alex has established himself as a trusted expert in the industry.

Alex's extensive experience and in-depth knowledge of financial planning, investment management, and wealth planning enable him to provide comprehensive guidance to individuals, families, and small business owners. His expertise extends to financial planning, portfolio management, retirement planning, estate planning, and tax planning.

Specialties

• Financial Consultant
• Finance Broker
• Investment Service
• Stock Broker

About the Office

Alex's office is conveniently located at 155 Main St, Marlborough, MA 01752, making it easily accessible for clients from the surrounding areas. The office is wheelchair accessible, with a wheelchair-accessible entrance, parking lot, and restroom. Appointments are recommended and can be scheduled in advance.

Other Points of Interest

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom
• Appointment required
• Appointments recommended

Opinions and Reviews

With 39 reviews on Google My Business, Alex Winkelmann has consistently received high praise from clients for his exceptional service, expertise, and communication skills. Reviewers have praised his ability to understand their unique needs and provide personalized solutions that meet their goals.

One reviewer noted that Alex is 'extremely knowledgeable' and 'takes the time to explain anything we have questions about.' Another reviewer appreciated his 'great communication skills' and 'responsiveness.' These positive reviews demonstrate Alex's commitment to providing exceptional service and his ability to build strong relationships with his clients.

Average Opinion

Based on the reviews, it is clear that Alex Winkelmann has a stellar reputation among his clients. With an average opinion of 5/5, it is evident that he is a trusted and knowledgeable financial advisor who can provide expert guidance and support.

👍 Reviews of Edward Jones - Financial Advisor: Alex Winkelmann

Netta T.

5/5

My husband and I started working with Alex a few years ago and we have been very happy with our experience! Alex is extremely knowledgeable, takes the time to explain anything we have questions about, gives advice that takes into account both our personal and professional goals, and has always been very responsive/great with communication. Alex has our full trust and we would highly recommend him to anyone who is looking for a financial advisor.

Bella S.

5/5

I cannot recommend Alex highly enough! Working with him over the past few years has been an outstanding experience. His approach to financial advising is both informative and reassuring. Alex consistently keeps me updated on my financial situation, and I truly trust his expertise. He effectively uses his personal and professional experience to help guide me to make the best financial decisions. Overall, I am very happy with his services and would highly recommend him to anyone seeking sound financial advice.

Jimmy G.

5/5

Alex has truly been an excellent advisor for many years now. Whenever I have a conversation with him, I always feel set at ease, and I know that I'm a good, trustworthy, and competent, hands. Alex and his team have been an excellent resource for financial knowledge, understanding the markets, and developing my own financial competency. Many thank you's.

Nicole D.

5/5

I came into some money after a tragic loss, I had no idea what to do with it or who to trust with it. Alex and Wendy have made this whole process so easy. Alex has been kind and patient while explaining processes, educating me & answering my questions. He has been transparent and trustworthy from our very first phone call. Both Alex and Wendy have shown such compassion and understanding during a difficult decision-making process for me, where I otherwise felt alone and lost. I HIGHLY recommend choosing Alex for any financial needs.

Nick G.

5/5

I was in need of financial planning services and I was pointed in Alex’s direction. Having no experience with financial management or long-term strategy I was in dire need of a rapid education. Alex spoke with me at length until all of my questions and concerns were answered and he made sure I was fully aware of the nature of financial management and the different ways he could be of service. Even now years later, he still takes time to explain things to me when I have questions and consistently makes me feel like a priority.

Brita T.

5/5

Alex and Wendy have been amazing to work with the past few years. They have made the process easy to understand and are readily available to answer any questions I have. Alex puts his clients and their financial success first and is a great, honest, communicator. He aligns my portfolio perfectly with my goals and takes the time to explain every step. I was recommended to Alex and Wendy and I continue to recommend him to my friends and family. It has been a pleasure working with them both!

Michael R.

5/5

I have had the good fortune to be a customer of EJ, Marlborough, MA, for over 10 years with consistently successful investment returns; sound financial advice and, as importantly, for working with loyal, motivated, selfless, transparent professionals. Congratulations to Alex and Wendy!

Ashlee B.

5/5

Alex is wonderful to work with! Ever since I switched to EJ with Alex, moving and making money has become much more seamless. I have money in a couple of different funds. Alex is super responsive and professional.