Edward Jones - Financial Advisor: Joel Williamson, CFP®|CEPA®|CKA® - Greensboro, North Carolina

Edward Jones – Financial Advisor: Joel Williamson, CFP®|CEPA®|CKA® – A Comprehensive Overview

For individuals and families seeking comprehensive and personalized financial planning guidance, Edward Jones presents a reliable and experienced resource. Specifically, Mr. Joel Williamson, CFP®, CEPA®, and CKA®, serves as a dedicated financial advisor at the Greensboro, North Carolina branch located at 902 N Elm St, Greensboro, NC 27401. This document provides a detailed overview of Mr. Williamson’s services, qualifications, and the resources available to clients.

About Joel Williamson

Joel Williamson brings a wealth of knowledge and a client-centric approach to his role at Edward Jones. He holds the prestigious Certified Financial Planner (CFP®) designation, demonstrating his commitment to adhering to rigorous ethical and professional standards. Furthermore, he is a Certified Elder Planning Advisor (CEPA®), specializing in the unique financial and estate planning needs of seniors, and a Certified Kingdom Advisor (CKA®), reflecting his dedication to aligning financial advice with clients’ values and life goals. Mr. Williamson’s experience encompasses a broad range of investment services, including retirement planning, education funding, estate planning, and general wealth management.

Services Offered

Edward Jones, and particularly Mr. Williamson, offers a suite of services designed to meet diverse client needs. These include:

• Investment Management: Mr. Williamson assists clients in developing and implementing investment strategies tailored to their risk tolerance, time horizon, and financial objectives. He provides access to a wide array of investment products, including stocks, bonds, mutual funds, and ETFs.
• Retirement Planning: He helps clients plan for a comfortable retirement by assessing their current financial situation, projecting future income needs, and developing strategies to maximize retirement savings.
• Education Funding: For families with children, Mr. Williamson can assist with planning for college expenses through 529 plans and other educational savings vehicles.
• Estate Planning: Recognizing the importance of preserving assets and ensuring a smooth transfer of wealth, he collaborates with estate planning attorneys to help clients create wills, trusts, and other estate planning documents.
• Risk Management: Mr. Williamson helps clients assess and manage various financial risks, including insurance needs and potential liabilities.
• Ongoing Financial Reviews: A cornerstone of the Edward Jones approach is the commitment to providing ongoing financial reviews and personalized advice, ensuring that clients’ plans remain aligned with their evolving circumstances.

Location and Accessibility

The Edward Jones office in Greensboro is strategically located at 902 N Elm St, Greensboro, NC 27401. The office prioritizes client accessibility and offers several features to accommodate individuals with disabilities:

• Wheelchair Accessible Entrance: The building features a wheelchair accessible entrance, ensuring ease of entry for all visitors.
• Wheelchair Accessible Parking Lot: A designated wheelchair accessible parking lot is available on-site.
• Wheelchair Accessible Restroom: A fully accessible restroom is conveniently located within the office.
• Restroom: Standard restrooms are also available.
• Appointments Recommended: While walk-ins are sometimes accommodated, scheduling an appointment with Mr. Williamson is strongly recommended to ensure dedicated attention and personalized service.

Contact Information

To schedule an appointment or learn more about Mr. Williamson’s services, please contact him directly:

• Phone: 63730751
• Website: edwardjones.com

Client Feedback and Reputation

Currently, the Edward Jones office at 902 N Elm St, Greensboro, NC 27401, has 0 reviews on Google My Business. This signifies an opportunity for Mr. Williamson and his team to actively solicit and encourage client feedback, which will contribute to building a stronger reputation within the community. The average opinion, reflecting the lack of reviews, is 0/5. It is recommended that potential clients consider scheduling a consultation to assess the quality of service firsthand. Edward Jones emphasizes a long-term relationship built on trust and personalized attention, and Mr. Williamson is dedicated to providing that experience.

Key Features & Benefits

Here's a summary of the key features and benefits of working with Joel Williamson at Edward Jones:

In conclusion, Joel Williamson at Edward Jones offers a valuable combination of expertise, personalized service, and a commitment to client success. His dedication to providing comprehensive financial guidance, coupled with the resources of the Edward Jones network, makes him a trusted advisor for individuals and families seeking to achieve their financial goals.

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