Edward Jones - Financial Advisor: Brian A Magoon, CFP®|AAMS™ - Atkinson, New Hampshire
Address: 3 Main St, Atkinson, NH 03811, United States.
Phone: 6033625286.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Wheelchair-accessible entrance, Toilet, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Edward Jones - Financial Advisor: Brian A Magoon, CFP®|AAMS™
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Edward Jones - Financial Advisor: Brian A Magoon, CFP®|AAMS™
Overview: Located at 3 Main St, Atkinson, NH 03811, USA, Brian A Magoon is a highly regarded financial advisor with Edward Jones, offering a comprehensive range of financial services including financial consulting, finance brokering, investment services, and stock brokering. With a strong emphasis on personalized service, Brian ensures his clients receive tailored advice and regular assessments of their financial health, making him a standout choice in the financial advisory field.
Location: The office is conveniently located at 3 Main St, Atkinson, NH 03811, United States. Clients are advised to make appointments to ensure a private consultation.
Contact Information: For those seeking Brian's expertise, the contact number is 603-362-5286. This direct line allows for immediate inquiries and scheduling of meetings.
Specialties:
- Financial consulting
- Finance brokering
- Investment services
- Stock brokering
Facilities: The office is equipped with wheelchair-accessible features, ensuring a comfortable experience for all clients. This includes a car park, accessible toilet, wheelchair-accessible entrance, and a toilet.
Opinions:
Customers have praised Brian's dedication and professionalism. One review highlighted that "Brian is great I had a bigger company handling my retirement account and I never heard from them. Brian takes the time to meet with you yearly and go over your accounts to make sure you are where you need to be. You just don't get that kind of service anywhere else. I highly recommend this business" Another client noted Brian as "totally 100% truly professional," expressing satisfaction with the consistent quality of service.
Average Opinion: Based on 2 reviews on Google My Business, the average rating is a commendable 5/5.
Recommendations for New Clients:
- Schedule an appointment to discuss your financial goals and current status with Brian.
- Prepare any relevant financial documents to facilitate a thorough assessment.
- Be open to personalized advice and regular check-ins to ensure your financial plan aligns with your life changes.
Additional Information: Brian's approach to finance is not just about making investments but also about building long-term relationships with clients. His commitment to staying updated with market trends and personalizing advice for each client sets him apart in the financial advisory industry.
Key Features:
Expertise: As a Certified Financial Planner (CFP®) and American Association of Municipal Securities Transaction Professionals (AAMS™) certified professional, Brian possesses extensive knowledge and credentials in financial advising.
Personalized Service: Unlike larger firms, Brian takes the time to meet with clients annually, providing a level of personalized attention that fosters trust and loyalty.
Accessibility: The office's wheelchair accessibility ensures that everyone can receive expert financial guidance in a comfortable environment.
Customer Service: The average 5-star rating reflects high levels of customer satisfaction, indicating exceptional service quality.
Conclusion: Brian A Magoon stands out as a dedicated and professional financial advisor at Edward Jones. His commitment to personalized service, coupled with his extensive certifications and the office's accessibility features, makes him an ideal choice for anyone seeking comprehensive financial advice and support in Atkinson, NH.
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👍 Reviews of Edward Jones - Financial Advisor: Brian A Magoon, CFP®|AAMS™
