Work History
Edward Jones
Edward JonesJanuary 1994 to Current
FINANCIAL ADVISOR
CallSend Me a MessageJoe Michalec
CFP®, AAMS™, ADPA™, CRPC™, CRPS™
130 W Lake Street, Suite 4, Bloomingdale, IL 60108opens in a new windowAbout Joe
As an Edward Jones financial advisor, I believe it's important to invest my time to understand your primary financial goals. That is why I've spent the last 28 years working in partnership with clients, their CPAs, attorneys and other professionals to understand your needs, desires and fears. I became a financial advisor with Edward Jones in order to serve families in a deep and meaningful way. Our financial health determines so much of our life's trajectory and it is an honor to help my clients organize, plan, protect and transfer their wealth.
I attended the Northwestern School of Continuing Studies...
I attended the Northwestern School of Continuing Studies...
Focus Areas
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Charitable Giving
- College Savings
- Retirement Income Strategies
- Divorce Finances
Work History
Edward Jones
Edward JonesJanuary 1994 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™ADPA™
Accredited Domestic Partnership Advisor™CRPC™
Chartered Retirement Planning Counselor™CRPS™
Chartered Retirement Plans Specialist™
Education
Taylor University
Taylor UniversityBachelors
Education
Taylor University
Taylor UniversityBachelors
Personal Interests
- Traveling
- Hiking
- Cycling
Team Members
Beth StadlerRegistered Branch Associate
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:00PM |
| Mon | 08:30AM - 04:00PM |
| Tue | 08:30AM - 04:00PM |
| Tue | 08:30AM - 04:00PM |
| Wed | 08:30AM - 04:00PM |
| Wed | 08:30AM - 04:00PM |
| Thu | 08:30AM - 04:00PM |
| Thu | 08:30AM - 04:00PM |
| Fri | 08:30AM - 03:00PM |
| Fri | 08:30AM - 03:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:00PM |
| Mon | 08:30AM - 04:00PM |
| Tue | 08:30AM - 04:00PM |
| Tue | 08:30AM - 04:00PM |
| Wed | 08:30AM - 04:00PM |
| Wed | 08:30AM - 04:00PM |
| Thu | 08:30AM - 04:00PM |
| Thu | 08:30AM - 04:00PM |
| Fri | 08:30AM - 03:00PM |
| Fri | 08:30AM - 03:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Location
BloomingdaleFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
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