Edward Jones - Financial Advisor: Joel A Patierno, CFP®|ChFC®|AAMS®|CRPS™
Located in Alexandria, this financial consulting firm excels in delivering personalized financial strategies tailored to each client's unique needs. With a strong focus on building lasting relationships, the team prioritizes understanding individual goals and aspirations, ensuring that clients feel confident in their financial decisions.
The firm offers a comprehensive suite of services, including investment management, retirement planning, and estate planning. Their commitment to ongoing education and support empowers clients to navigate complex financial landscapes with ease. Clients appreciate the approachable and knowledgeable staff, who are dedicated to providing clear and actionable advice. This dedication to client success truly sets the firm apart in the financial consulting industry.
Latest Feedback
- "I've been working with my advisor for a couple of years now, and I couldn't be happier with the service. They took the time to really understand my financial goals and crafted a plan that feels just right for me. The level of care and personal attention I received made a huge difference in my confidence about investing. Highly recommend!"
"What I appreciate most is the transparent communication and the thorough explanations of every step in the investment process. My advisor patiently answered all my questions, ensuring I was comfortable with my decisions. It feels great to know my financial future is in capable hands. Truly a great experience!"
"As someone who was initially overwhelmed by financial planning, I found the support here invaluable. The team is not only knowledgeable but also incredibly approachable. They made the entire process straightforward and even enjoyable! I've gained a lot of confidence in my financial decisions thanks to their guidance."
Customer Reviews
What People Say
Damian Schmidt
July 8, 2025
I recently had the pleasure of working with Joel as my financial advisor, and I couldn’t be more satisfied with the experience! From our very first meeting, he took the time to understand my unique financial situation, goals, and concerns. What really impressed me was his ability to simplify complex financial jargon into terms that made sense. He created a tailored investment strategy that aligns perfectly with my risk tolerance and future aspirations. Joel’s attention to detail and proactive approach gave me the confidence I needed to make informed decisions. Not only did he answer all my questions, but he also provided valuable insights that I hadn’t considered before. The office environment is warm and welcoming, which made every visit enjoyable. My only suggestion would be to perhaps offer more online appointment options for busy professionals like myself. Nonetheless, I highly recommend Joel's services to anyone looking for a trustworthy advisor to help navigate their financial journey. I leave each meeting feeling informed and empowered about my financial future!
Oliver Shaw
February 28, 2025
I can’t recommend this financial consultant enough! The expertise and personalized service I received exceeded my expectations. The advisor was incredibly attentive and created a plan that truly felt tailor-made for my needs. It was refreshing to talk to someone who genuinely cared about my financial goals.
Hunter Russell
January 10, 2025
Working with my financial advisor has been a game changer for me. His methodical approach helped me to clarify my financial goals and develop a comprehensive strategy to reach them. I appreciated how he laid out all the options available without any pressure. The insights he provided on retirement planning opened my eyes to possibilities I hadn't considered. The only minor issue I encountered was the wait time for a follow-up call, which was a bit longer than I expected. Still, the quality of service and advice was worth it. I feel much more secure about my financial future now and would definitely recommend his services to friends and family!
Emeka Watkins
January 2, 2025
As someone who has always found financial planning daunting, I was pleasantly surprised by how comfortable I felt working with my advisor. He took the time to walk me through every step, explaining things in a way I could understand. His knowledge about various investment options was impressive, and he was very patient with my many questions. The only reason I’m giving four stars instead of five is that scheduling an appointment on short notice can be tricky due to his popularity. However, the time he spent with me was invaluable. I walked away feeling confident about my financial choices, and I believe I’m finally on the right path towards a secure future. I would highly recommend him to anyone who wants to take control of their finances but doesn’t know where to start!
Today
Opening Hours
| Monday | 8 AM–5 PM |
|---|---|
| Tuesday | 8 AM–5 PM |
| Wednesday | 8 AM–5 PM |
| Thursday | 8 AM–5 PM |
| Friday | 8 AM–5 PM |
| Saturday | Closed |
| Sunday | Closed |
How to go there
Location
Financial consultant Loc: 38.8267 / -77.059
Plan your visit
Weather
- Alexandria
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| feels like | N/A °F |