George Stefanou, CFP®|AAMS¿|CRPC® - Financial Advisor at Edward Jones:
As a child of a Greek immigrant, I barely had an elementary school education when I came here. I have seen the beauty of the American Dream, and I have been brought up to appreciate it. The idea of working hard and being financially disciplined is what drives me. My wife, Kristin, and my daughter, Ella, remind me of my role as a husband and father, and my clients' families remind me that family is essential. It is my motivation to visit my clients and ensure that their financial goals are met.
My father taught me to invest my money and work hard. My first-time homebuyer was at 19; all of them had been the fruits of my hard-earned money. In 2009, I followed my passion for finance and opened the 9th Edward Jones branch in Orlando. I feel privileged to handle more than 70 branches as the Client Solutions Leader for the Greater Orlando Area. I actively give back to my community and have a passion for financial education. My voluntary work in Junior Achievement has earned me the Above and Beyond Award. I am a UCF graduate (Go Knights!) with a bachelor's degree in business. I am also a Certified Financial Planner (r) in solving complex financial issues for my clients, accredited by the Certified Financial Planner Board of Standards, Inc.
Frequently asked questions
5 questions
What do clients say about the work done by George Stefanou at Edward Jones?
Clients frequently praise George for his personalized approach, noting he listens carefully to their needs and creates tailored strategies. Reviewers highlight his knowledge, responsiveness, and commitment to clients' best interests, emphasizing his effectiveness as a financial advisor.
What are the office hours for Edward Jones - Financial Advisor: George Stefanou?
The office hours are as follows: 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-5:30 PM, Saturday: Closed, Sunday: Closed.
Does George Stefanou provide personalized financial strategies for clients in Orlando?
Yes, George is known for crafting personalized financial strategies that consider individual circumstances, such as age and retirement goals. Clients appreciate his ability to tailor plans to meet their specific needs and risk tolerances.
What motivates George Stefanou in his work as a financial advisor?
George is motivated by his family values and the desire to help clients achieve their financial goals. His personal experiences and commitment to hard work drive him to support his clients effectively.
Where is Edward Jones - Financial Advisor: George Stefanou, CFP®|AAMS¿|CRPC® located?
45 W Crystal Lake St Suite 199, Orlando, FL 32806, USA
Location & directions
Orlando, Florida
Edward Jones - Financial Advisor: George Stefanou, CFP®|AAMS¿|CRPC®
Financial Consultant
Address
45 W Crystal Lake St Suite 199, Orlando, FL 32806, USA