Edward Jones - Financial Advisor: Jason Perez, AAMS™|CRPS™ - Overland Park, Kansas

Okay, here’s a comprehensive overview of Edward Jones Financial Advisor, Jason Perez, designed to be a helpful resource for individuals seeking financial guidance, formatted as requested:

Introduction to Jason Perez, Edward Jones

For those seeking a trusted and experienced financial advisor, Edward Jones presents Jason Perez, AAMS™|CRPS™, as a valuable resource. Mr. Perez operates out of the Edward Jones office located at 7321 W 79th St, Overland Park, KS 66204. He is dedicated to providing personalized financial guidance to clients in the Overland Park area and beyond. His commitment is rooted in building long-term relationships and helping individuals achieve their financial goals.

Jason Perez’s Expertise and Services

Jason Perez’s role as a Financial Consultant extends far beyond simply offering investment advice. He’s a Finance Broker and an Investment Service provider, equipped to assist with a wide range of financial needs. His services include:

• Investment Management: He helps clients develop and manage diversified investment portfolios tailored to their risk tolerance and objectives.
• Retirement Planning: Jason assists clients in planning for a secure and comfortable retirement, considering factors like savings, Social Security, and potential income streams.
• Estate Planning: Understanding the importance of legacy planning, he collaborates with estate planning attorneys to ensure clients’ wishes are carried out.
• Education Savings Plans: For families, he offers guidance on strategies to save for college education.
• Insurance Planning: Jason can assess insurance needs to provide appropriate coverage.

He’s also a qualified Stock Broker, allowing him to execute trades and manage investment accounts efficiently.

Location and Accessibility

The Overland Park office is strategically located to serve clients throughout the region. The facility is designed with accessibility in mind, offering Wheelchair accessible parking lot and a Wheelchair accessible restroom. Restrooms are also readily available. For convenience, Appointments are recommended to ensure dedicated time for personalized consultations.

Additional Information

Edward Jones places a high value on client service. Jason Perez is dedicated to providing a welcoming and professional environment. The firm’s commitment to client satisfaction is evident in the consistently positive feedback received. The company maintains 1 reviews on Google My Business, all reflecting an impressive Average opinion of 5/5. This speaks volumes about the quality of service and the positive relationships Jason fosters.

Conclusion and Recommendation

Jason Perez at Edward Jones offers a combination of experienced financial expertise, a commitment to client relationships, and a convenient location. His comprehensive services and dedication to personalized advice make him a strong candidate for anyone seeking a reliable financial partner. We strongly encourage potential clients to explore his offerings further by visiting his profile on the Edward Jones website: edwardjones.com. Contacting him directly through the website is the best way to schedule an initial consultation and discuss your specific financial goals.

👍 Reviews of Edward Jones - Financial Advisor: Jason Perez, AAMS™|CRPS™

Vicki B.

5/5

The best financial manager!