Edward Jones - Financial Advisor: Sara A Richard - Shelby, North Carolina

Introduction to Edward Jones – Sara A Richard

For individuals and families seeking comprehensive financial planning and investment guidance, Edward Jones – Sara A Richard offers a dedicated and experienced approach. Ms. Richard operates from her office located at 1427 E Marion St Suite F, Shelby, NC 28150, United States. She serves as a Financial Advisor, providing personalized services to help clients achieve their long-term financial goals. This detailed overview will explore her services, location, contact information, and key features, offering valuable insights for prospective clients.

About Sara A Richard – Your Local Financial Expert

Sara A Richard is a seasoned professional within the Edward Jones network, possessing a deep understanding of the financial services industry. She specializes in assisting clients with a wide range of financial needs, including retirement planning, investment management, education funding, and estate planning. Ms. Richard’s commitment is to building strong, trusting relationships with her clients, taking the time to truly understand their individual circumstances and aspirations. Her approach is rooted in a conservative and disciplined investment philosophy, prioritizing long-term stability and growth.

Specialties and Services Offered

Edward Jones – Sara A Richard offers a diverse suite of services designed to cater to varying client needs. These include:

• Financial Consulting: Ms. Richard provides expert advice on a broad spectrum of financial matters, helping clients make informed decisions about their money.
• Finance Brokerage: She facilitates the buying and selling of securities, including stocks, bonds, and mutual funds, acting as a trusted intermediary.
• Investment Services: Her core expertise lies in the creation and management of customized investment portfolios tailored to each client’s risk tolerance and financial objectives.
• Stock Brokerage: Ms. Richard assists clients in trading individual stocks, offering market analysis and investment recommendations.
• Retirement Planning: She develops comprehensive retirement plans to ensure clients have sufficient funds to maintain their desired lifestyle in retirement.
• Education Funding: She helps families plan and save for their children’s education expenses.
• Estate Planning: Ms. Richard collaborates with estate planning attorneys to help clients develop strategies for transferring their assets and ensuring their wishes are honored.

Location and Accessibility

The office of Edward Jones – Sara A Richard is conveniently located at 1427 E Marion St Suite F, Shelby, NC 28150. This location is easily accessible, and the office features several important accessibility features:

• Wheelchair-Accessible Car Park: Clients using wheelchairs or mobility devices will find ample parking available.
• Wheelchair-Accessible Entrance: The entrance to the office is fully accessible, ensuring convenient entry for all visitors.
• Toilet Facilities: Accessible restroom facilities are available on-site.

Contact Information

To schedule an appointment or to discuss your financial needs, please contact Sara A Richard directly:

Phone: 7044810388

Website: edwardjones.com

Client Feedback and Reputation

Currently, Edward Jones – Sara A Richard has 0 reviews on Google My Business. This signifies a relatively new profile, and opportunities for clients to share their experiences are available. The average opinion is 0/5, reflecting the lack of established reviews at this time. However, Edward Jones, as a whole, is known for its commitment to client service and its conservative approach to investing. Ms. Richard’s dedication to personalized attention and transparent communication are expected to foster positive client relationships as the business grows and more reviews become available.

Key Features and Benefits of Working with Edward Jones

Edward Jones offers several key advantages for clients seeking financial guidance:

• Personalized Service: Clients receive dedicated, one-on-one attention from Ms. Richard.
• Relationship-Based Approach: The firm prioritizes building long-term relationships based on trust and mutual understanding.
• Conservative Investment Philosophy: Investments are typically focused on stability and long-term growth, minimizing risk.
• Fee-Based Services: Ms. Richard’s compensation is primarily based on the assets she manages for clients, ensuring her interests align with theirs.
• Comprehensive Financial Planning: Clients receive a holistic view of their finances, addressing all aspects of their financial life.

In conclusion, Edward Jones – Sara A Richard provides a solid foundation for achieving your financial goals. Her expertise, combined with the resources of the Edward Jones network, ensures clients receive the personalized attention and professional guidance they deserve. We encourage prospective clients to schedule an appointment to discuss their individual circumstances and explore how Ms. Richard can help them build a secure financial future.

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