Edward Jones - Financial Advisor: Kyle Hauptman, AAMS™ - Garden City, New York

Edward Jones - Financial Advisor: Kyle Hauptman, AAMS™ – A Comprehensive Overview

For individuals and families seeking expert financial guidance, Edward Jones presents Kyle Hauptman, AAMS™, as a dedicated and experienced financial advisor. Located at 1055 Franklin Ave Suite 210, Garden City, NY 11530, Mr. Hauptman offers personalized strategies tailored to meet a client's unique financial goals. His commitment to building long-term relationships, coupled with Edward Jones’s robust resources, makes him a valuable partner in navigating the complexities of personal and professional finances. This detailed overview will explore Mr. Hauptman’s credentials, services offered, and the overall experience one can expect when working with him.

Kyle Hauptman, AAMS™ holds the Accredited Asset Management Specialist (AAMS™) designation, a testament to his advanced knowledge and expertise in investment management. This certification demonstrates a deep understanding of investment strategies, portfolio construction, and retirement planning – essential components of a comprehensive financial consulting approach. He’s not simply a salesperson; he’s a trusted advisor focused on understanding a client’s current situation, future aspirations, and risk tolerance. His experience within Edward Jones extends over several years, allowing him to leverage the firm’s extensive research capabilities and diverse product offerings.

Services Offered by Kyle Hauptman

Mr. Hauptman specializes in a broad spectrum of financial services, designed to address a wide range of client needs. These include:

• Investment Management: Mr. Hauptman assists clients in developing and managing investment portfolios, considering factors such as risk tolerance, time horizon, and financial goals. He utilizes a diversified approach, incorporating stocks, bonds, mutual funds, and other investment vehicles.
• Retirement Planning: A significant portion of his practice is dedicated to helping clients plan for a secure retirement. This involves analyzing current savings, projecting future needs, and developing strategies to maximize retirement income.
• Education Planning: He provides guidance on saving for college and other educational expenses, exploring options such as 529 plans and other tax-advantaged savings vehicles.
• Estate Planning: While not a legal professional, Mr. Hauptman collaborates with estate planning attorneys to ensure clients’ assets are distributed according to their wishes.
• Insurance Planning: He helps clients assess their insurance needs, including life, disability, and long-term care insurance, to protect their financial well-being.

Location and Accessibility

The office of Kyle Hauptman is conveniently located at 1055 Franklin Ave Suite 210, Garden City, NY 11530. Accessibility is a priority, and the office features a wheelchair accessible entrance and parking lot. Restrooms are also available for client convenience. It’s highly recommended to schedule an appointment to ensure Mr. Hauptman can dedicate his full attention to your individual needs. Contact him directly at 65948022 to arrange a meeting.

Website and Additional Information

For more detailed information about Kyle Hauptman and Edward Jones, please visit edwardjones.com. This website provides access to educational resources, investment tools, and client testimonials.

Other points of interest include the wheelchair accessible entrance, wheelchair accessible parking lot, and restroom facilities. Appointments are recommended to optimize the time spent with Mr. Hauptman and ensure a thorough discussion of your financial circumstances. Currently, the company has 0 reviews on Google My Business, reflecting a need for clients to share their experiences. The average opinion is 0/5, indicating an opportunity for positive feedback and improved client satisfaction.

Client Experience and Outlook

While the current feedback on Edward Jones’s Garden City office is limited, the firm’s overall reputation for stability and trustworthiness is well-established. Mr. Hauptman’s approach emphasizes a low-pressure environment, focusing on building a long-term relationship based on trust and mutual understanding. He prioritizes educating clients about their options and empowering them to make informed decisions. His commitment to personalized service and his AAMS™ designation contribute to his credibility as a finance broker and a valuable resource for those seeking expert financial guidance. He understands the importance of transparency and regularly communicates with clients about their portfolios and market conditions. Clients appreciate his diligent approach and his willingness to go the extra mile to address their concerns.

Contact Information and Scheduling

To schedule an appointment with Kyle Hauptman, please contact him directly at 65948022 or visit his website at edwardjones.com. He is dedicated to providing clients with the support and guidance they need to achieve their investment service goals.

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