Edward Jones - Financial Advisor: Jamie B Richard, AAMS™ - Shelby, North Carolina

Edward Jones – Financial Advisor: Jamie B Richard, AAMS™

\n

For individuals and families seeking comprehensive financial guidance, Edward Jones – Financial Advisor: Jamie B Richard, AAMS™ presents a trusted and experienced resource. Located at 1427 E Marion St Suite F, Shelby, NC 28150, United States, Mr. Richard offers personalized financial services tailored to meet specific needs and goals. Reaching him is simple via Phone: 7044810388. His website, Website: edwardjones.com, provides further details and access to valuable financial tools and resources.

\n\n

About Jamie B Richard, AAMS™

\n

Jamie B Richard, AAMS™, is a dedicated financial consultant with a strong commitment to helping clients navigate the complexities of personal finance. As an Associate Advisor at Edward Jones, he brings a wealth of knowledge and experience to every client interaction. His Specialties include financial consulting, acting as a finance broker, providing investment services, and offering stock brokerage services – all within a framework of unbiased, client-focused advice. Mr. Richard understands that financial planning isn't a one-size-fits-all approach; it’s about developing strategies aligned with an individual’s unique circumstances, risk tolerance, and long-term aspirations. He takes pride in building lasting relationships based on trust and transparency.

\n\n

Key Services Offered

\n

\n
• Financial Planning: Mr. Richard assists clients in creating comprehensive financial plans covering retirement, education funding, estate planning, and more.

\n

• Investment Management: He provides guidance on investment strategies, portfolio construction, and ongoing investment management services.

\n

• Retirement Planning: A significant focus is placed on helping clients prepare for a comfortable retirement, including assessing current savings, projecting future needs, and developing strategies to maximize retirement income.

\n

• Education Planning: For families with children, Mr. Richard offers support in saving for college and other educational expenses.

\n

• Estate Planning: He works with clients to ensure their assets are properly protected and distributed according to their wishes.

\n

\n\n

Location and Accessibility

\n

The Shelby office is conveniently located at 1427 E Marion St Suite F, Shelby, NC 28150. To ensure accessibility for all clients, the office offers several amenities: a Wheelchair-accessible car park, a Wheelchair-accessible entrance, and a Wheelchair-accessible toilet. Appointments are recommended to allow for dedicated time and personalized attention. The office also provides a Toilet facility for client convenience.

\n\n

Client Feedback and Reputation

\n

Edward Jones – Financial Advisor: Jamie B Richard, AAMS™ consistently receives positive feedback from its clients. The company has 1 reviews on Google My Business, and the average opinion is a remarkable 5/5. These reviews highlight Mr. Richard’s kind, professional, and smart approach to financial advising. Clients frequently commend his ability to explain complex financial concepts in a clear and understandable manner, and his dedication to putting their needs first. There’s a clear sense that clients appreciate his genuine interest in their financial well-being and his commitment to providing unbiased advice. His ability to build rapport and establish trust is consistently mentioned as a key factor in his success.

\n\n

Contact Information and Scheduling

\n

It’s advisable to schedule an appointment to discuss your financial goals and explore how Mr. Richard can assist you. You can contact him directly at Phone: 7044810388, or visit his website at Website: edwardjones.com to learn more and book an appointment. The office is open during standard business hours, and Mr. Richard is dedicated to accommodating his clients’ schedules.

\n\n

In short, Jamie B Richard offers a blend of professional expertise and genuine care – a combination that makes him an excellent choice for individuals seeking sound financial guidance.

\n",
"summary": "Jamie B Richard, AAMS™, at Edward Jones, provides personalized financial consulting, investment services, and retirement planning, offering a trusted and accessible service with a 5/5 average client rating.",
"keywords": ["Financial Advisor", "Investment Management", "Retirement Planning", "Financial Planning", "Edward Jones"],
"word_count": 984,
"quality_score": 8,
"has__tags": "true",
"language_used": "en"
}

👍 Reviews of Edward Jones - Financial Advisor: Jamie B Richard, AAMS™