Edward Jones

Edward Jones Financial consultant in Florence
1511 Cavalry Dr Suite 102, Florence, KY 41042

Edward Jones in Florence, KY, is a reputable financial consultancy firm located at 1511 Cavalry Dr, Suite 102. Specializing in personalized financial advice, the firm is dedicated to helping clients achieve their financial goals through tailored investment strategies and comprehensive financial planning. Situated in the America/New_York time zone, Edward Jones offers a customer-centric approach, focusing on building long-term relationships and providing insightful guidance to ensure clients' financial security and growth.

Services Offered

• Retirement Planning
• Investment Portfolio Management
• Estate Planning
• Insurance Solutions
• Tax-Efficient Investment Strategies

Cost Range

The cost of services at Edward Jones can vary depending on the complexity of the financial plan and the types of investment products selected. Typically, fees are structured as a percentage of assets under management or through a flat fee arrangement for specific services. It's advisable to schedule a consultation to discuss your individual needs and obtain a detailed fee structure.

Tips for Choosing a Financial Consultant

• Assess your financial goals and ensure the consultant can cater to them.
• Look for a consultant with a strong track record and positive client reviews.
• Ensure transparency in fee structures and potential costs.
• Consider the level of personal interaction and communication style.
• Verify the consultant's certifications and credentials.

Local Information

Florence, KY, offers a vibrant community with a variety of local amenities. The area is known for its friendly atmosphere and access to recreational activities and shopping centers. Edward Jones is conveniently located with ample parking and easy access to major roadways.

Frequently Asked Questions

What is the initial consultation like?

The initial consultation is designed to understand your financial objectives, assess your current financial situation, and discuss potential strategies to meet your goals.

How can I schedule an appointment?

You can schedule an appointment by calling the office directly or through the Edward Jones website.

What makes Edward Jones different from other financial firms?

Edward Jones emphasizes personalized service and long-term relationships, ensuring that the financial advice you receive is tailored specifically to your needs and circumstances.

America/New_York time zone
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