Edward Jones - Financial Advisor: Austin J Lee, ChFC® - Derby, Kansas

Okay, here’s a detailed overview of Edward Jones – Financial Advisor: Austin J Lee, ChFC®, presented in a formal and helpful manner, designed to be informative and persuasive:

Introduction to Austin J Lee, ChFC®

For individuals and families seeking comprehensive and personalized financial guidance, Edward Jones presents Austin J Lee, ChFC®, as a dedicated financial advisor. Mr. Lee operates out of the Derby, Kansas office located at 200 E Madison Ave, Derby, KS 67037. He is committed to building long-term relationships with his clients, understanding their unique financial goals, and tailoring strategies to achieve them. His credentials, including the ChFC® designation, demonstrate a commitment to professional standards and expertise in financial planning.

Austin J Lee’s Specialties

Austin Lee’s practice encompasses a broad range of financial services. He functions as a financial consultant, assisting clients with everything from retirement planning and estate management to investment strategies and income tax planning. As a finance broker, he helps clients navigate complex financial decisions and access suitable investment products. Furthermore, he provides direct stock brokerage services, enabling clients to trade individual stocks and bonds within a secure and well-managed framework. His expertise is focused on creating a holistic financial plan rather than simply selling specific products.

Location and Accessibility

The Derby office is strategically located to serve clients across the region. The address is 200 E Madison Ave, Derby, KS 67037. Edward Jones prioritizes client accessibility, and this location reflects that commitment. The office features a wheelchair accessible entrance, wheelchair accessible parking, and a wheelchair accessible restroom. Additionally, there are standard restroom facilities available. Appointments are highly recommended to ensure Mr. Lee can dedicate his full attention to your specific needs.

Key Information & Contact Details

• Phone: 67885501
• Website: edwardjones.com
• Google My Business Reviews: 1 review
• Average Opinion: 5/5

Additional Points of Interest & Client Experience

Edward Jones places a strong emphasis on client satisfaction. The Derby office is equipped with features designed to enhance the client experience, including a wheelchair accessible entrance and parking lot. Appointments are strongly encouraged to allow for thorough consultation. The firm’s approach suggests a dedication to personalized attention and a genuine desire to understand each client’s circumstances. The consistently high ratings indicate a commitment to providing a friendly and knowledgeable service, including the willingness to accommodate client schedules.

Conclusion & Recommendation

Austin J Lee, ChFC®, at Edward Jones, offers a dependable and trustworthy path towards achieving your financial goals. His comprehensive services, combined with a commitment to accessibility and client-focused care, make him a valuable resource for individuals and families seeking expert financial guidance. We encourage interested individuals to explore his offerings further and schedule an appointment. For detailed information, a comprehensive discussion of your financial needs, and to begin building your personalized strategy, we strongly recommend visiting his website at edwardjones.com.

👍 Reviews of Edward Jones - Financial Advisor: Austin J Lee, ChFC®

John F.

5/5

Friendly and knowledgeable. Made time to meet with me late on a Friday.