Steve Kulikowski, Financial Advisor

Focus Areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • College Savings
  • Wealth Strategies
  • New Investors
  • Retirement Income Strategies

About Steve

As an Edward Jones financial advisor, I want to truly understand what is important to you and your family and to get to know you personally. As we discuss this, we will make sure we have an understanding of where you currently are personally and financially, what your family's priorities and goals are, and your approach to achieve them. We will discuss your comfort level with risk and the related expectations, so we can incorporate this into your personalized strategy.

My grandfather and parents taught me about investing and balancing short-term and long-term needs, starting at a young age. I was...

Work History

  • Edward JonesSeptember 2017 to Current

Certifications

  • ABFP™

    Accredited Behavioral Finance Professional™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Cleveland State UniversityMaster of Business Admin
  • Cleveland State UniversityBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Soccer
  • Volunteering
  • Triathlons
  • Traveling

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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