Edward Jones - Financial Advisor: Lee Horn, CFP®|ChFC®
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Exceptional Service from Lee
Lee’s individualized approach and genuine interest stand out as a key driver of customer satisfaction.
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About Edward Jones - Financial Advisor: Lee Horn, CFP®|ChFC®
Edward Jones – Financial Advisor: Lee Horn, CFP® | ChFC®
Location: Stevens, PA
Discover a personalized approach to financial guidance right here in Stevens, PA. At Edward Jones, Lee Horn, CFP® | ChFC®, serves as your trusted financial consultant, finance broker, investment service specialist, and stock broker—all rolled into one dedicated professional. Whether you’re planning for retirement, building an investment portfolio, or navigating market complexities, Lee and the Edward Jones team bring exceptional service and genuine care to every client relationship.
A Community-Centered Financial Consultant
Nestled in the heart of Stevens, PA, Edward Jones is more than an office—it’s a community hub for financial empowerment. Lee Horn has established deep local roots and takes pride in understanding the unique goals of individuals, families, and small business owners across the region. As a certified CFP® (Certified Financial Planner) and ChFC® (Chartered Financial Consultant), Lee combines nationally recognized credentials with hometown sensibilities to deliver relevant, actionable advice.
Personalized Attention That Makes a Difference
What truly sets Edward Jones – Financial Advisor: Lee Horn apart is the personalized attention you’ll receive from the moment you walk through our doors. Lee doesn’t believe in a one-size-fits-all approach. Instead, he takes the time to listen closely to your aspirations, questions, and concerns.
- “The personal interest that Lee provides is some of the very best,” says one satisfied client.
- Another notes, “The service and the personal interest that Lee provides is some of the very best,” highlighting how his tailored guidance makes investors feel heard and supported.
By building one-on-one relationships, Lee ensures every strategy is crafted to match your risk tolerance, financial timeline, and long-term objectives.
Exceptional Service and High-Quality Guidance
At Edward Jones, service quality isn’t just a promise—it’s a proven track record. Clients consistently remark on the high level of professionalism and expertise they experience:
- “The service … is some of the very best,” raves a longtime investor.
This reputation for excellence is rooted in Lee’s commitment to ongoing education, thorough market research, and clear communication. As a finance broker and stock broker, he navigates complex investment landscapes so you don’t have to. At every quarterly review or informal check-in, you can expect insightful updates, transparent fee structures, and responsive answers to whatever financial questions arise.
Comprehensive Investment Services
Edward Jones offers a broad suite of investment services designed to help you grow, protect, and manage your wealth. With Lee Horn as your guide, you’ll have access to:
- Diversified portfolio construction: combining stocks, bonds, and other asset classes to balance growth and stability
- Retirement planning: from IRAs and 401(k)s to income strategies that help you enjoy your golden years
- Education funding: 529 plans and other vehicles to help families prepare for college expenses
- Risk management: insurance and annuity solutions that safeguard your future against life’s uncertainties
All recommendations start with a detailed conversation about where you are today and where you want to be tomorrow. Lee’s role as a Financial Consultant and Investment Service provider puts him in a unique position to align your financial road map with actionable, time-tested strategies.
Stock Broker Expertise
Navigating equities can be overwhelming without the right partner. As a licensed stock broker, Lee Horn brings clarity to the process, helping you make informed decisions about individual stocks, exchange-traded funds (ETFs), and other market opportunities. By monitoring market trends and maintaining open lines of communication, Lee ensures your portfolio stays aligned with your goals—even as external conditions shift.
Building Long-Term Relationships
Trust is the cornerstone of every successful financial partnership, and at Edward Jones – Financial Advisor: Lee Horn, that trust is earned through consistency and care. Many clients start with a single meeting and stay for years, scheduling regular check-ins to adapt their plans as life changes—whether it’s a growing family, a career shift, or approaching retirement. Clients appreciate that Lee keeps an eye on the big picture without losing sight of the small, meaningful details that matter to them.
Why Choose Edward Jones – Financial Advisor: Lee Horn?
- Proven track record of service quality and positive client outcomes
- Deep local knowledge of the Stevens, PA community
- Tailored, one-on-one financial strategies backed by CFP® | ChFC® credentials
- A full spectrum of services, including financial consulting, finance brokering, investment services, and stock brokerage
- A true partner committed to your long-term financial well-being
Get Started Today
Your financial future is too important to navigate alone. Schedule a complimentary consultation with Lee Horn at the Edward Jones office in Stevens, PA. Experience firsthand why so many clients describe our service as “some of the very best.” Let’s work together to design a personalized plan that brings your financial goals into focus—and keeps them on track for the years ahead.
Contact Edward Jones – Financial Advisor: Lee Horn, CFP® | ChFC® at Stevens, PA, and take the first step toward smarter investing, secure retirement, and a more confident financial life.
Categories
About This Business
Planning
- Appointment required
- Appointments recommended
Amenities
- Restroom
Accessibility
- Wheelchair accessible entrance
- Wheelchair accessible restroom
- Wheelchair accessible parking lot
Contact Information
Stevens, PA 17578
United States of America
Phone: +1 717-336-0144
Website: Visit Website
Customer Reviews
5.0 out of 5 stars
Based on 1 reviews
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Working Hours
- Monday:
- 8AM-4PM
- Tuesday:
- 8AM-6PM
- Wednesday:
- 8AM-4PM
- Thursday:
- 8AM-4PM
- Friday:
- 8AM-4PM
- Saturday:
- Closed
- Sunday:
- Closed