Edward Jones - Financial Advisor: Jason A Sirmon - Boone, North Carolina

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"content": "

Edward Jones – Financial Advisor: Jason A Sirmon offers comprehensive financial consulting services to individuals and families in Boone, North Carolina and surrounding areas. Jason Sirmon, a dedicated financial advisor, operates from the office located at 147 Meadowview Dr, Boone, NC 28607, United States. He is readily accessible by phone at 8282640642, and prospective clients can learn more about his services and experience on the Edward Jones website: edwardjones.com. Mr. Sirmon specializes in providing tailored investment services, acting as a stock broker, and assisting clients in achieving their long-term financial goals.

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About Jason A Sirmon

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Jason A Sirmon brings a wealth of experience and a client-focused approach to his role as a financial consultant at Edward Jones. He understands that everyone’s financial situation and aspirations are unique. Therefore, he takes the time to build strong relationships with his clients, gaining a deep understanding of their individual circumstances, risk tolerance, and financial objectives. His primary focus is on developing personalized financial plans that align with these specific needs. These plans often encompass retirement planning, education funding, estate planning, and investment management.

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Services Offered

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• Investment Management: Mr. Sirmon helps clients build and manage diversified portfolios designed to meet their investment goals. He offers access to a wide range of investment options, including stocks, bonds, mutual funds, and ETFs.

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• Retirement Planning: He assists clients in planning for a secure retirement by assessing their current savings, projecting future needs, and developing strategies to accumulate sufficient assets.

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• Education Funding: For families with children, Mr. Sirmon provides guidance on saving for college and other educational expenses.

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• Estate Planning: While not a legal professional, he collaborates with estate planning attorneys to help clients ensure their assets are distributed according to their wishes.

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• Financial Planning: Comprehensive financial planning is at the core of his services, encompassing budgeting, debt management, and insurance planning.

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Location and Accessibility

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The Edward Jones office of Jason A Sirmon is conveniently located at 147 Meadowview Dr, Boone, NC 28607. It’s situated within a readily accessible area of Boone. Clients are encouraged to make appointments to ensure dedicated time for consultation. Appointments are recommended to optimize the effectiveness of the meeting and allow for a thorough discussion of individual financial needs. The office is committed to providing a welcoming environment for all clients, and it features several accessibility features to accommodate individuals with disabilities. Specifically, the facility offers a wheelchair-accessible car park, a wheelchair-accessible toilet, and readily available restrooms.

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Client Feedback and Reputation

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Currently, the Edward Jones – Jason A Sirmon office has 0 reviews on Google My Business. This indicates a relatively new or developing online presence in terms of client feedback. The average opinion is 0/5, reflecting the lack of publicly available reviews at this time. However, Edward Jones as a whole maintains a strong reputation for integrity, trustworthiness, and client service. Mr. Sirmon’s commitment to providing personalized advice and building long-term relationships is consistent with these core values. As more clients share their experiences, the office’s online reputation is expected to grow and provide a more comprehensive picture of the service offered.

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Contact Information

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Phone: 8282640642

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Website: edwardjones.com

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Address: 147 Meadowview Dr, Boone, NC 28607, United States

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Specialties: Financial consultant, Finance broker, Investment service, Stock broker.

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"summary": "Jason A Sirmon at Edward Jones provides personalized financial consulting, investment services, and retirement planning to clients in Boone, NC, focusing on building long-term financial security and achieving individual goals.",
"keywords": ["Financial Advisor", "Investment Management", "Retirement Planning", "Financial Planning", "Stock Broker"],
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"quality_score": 8,
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"language_used": "en"
}