Edward Jones - Financial Advisor: John R Query, CFP®|CRPC™ - Carolina Beach, North Carolina

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Introduction to Edward Jones – John R Query, CFP®|CRPC™

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For individuals and families seeking comprehensive financial guidance, Edward Jones – John R Query, CFP®|CRPC™ presents a dependable and personalized approach to wealth management. Located in Carolina Beach, North Carolina, Mr. Query serves as a Financial Consultant, offering a breadth of services designed to help clients achieve their long-term financial goals. His commitment to building lasting relationships, coupled with his expertise, makes him a valuable resource for those navigating the complexities of investing and financial planning.

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Location and Contact Information

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Mr. John R Query’s office is situated at 1206 N Lake Park Blvd Suite H, Carolina Beach, NC 28428. Clients can easily reach him by phone at 07074952. A visit to his office is strongly recommended to discuss individual financial needs and develop a tailored strategy. The location is conveniently accessible, featuring a Wheelchair accessible entrance and Wheelchair accessible parking lot, demonstrating a commitment to inclusivity. Furthermore, a Wheelchair accessible restroom is available on-site, ensuring comfort and ease for all visitors. Appointments are recommended to guarantee dedicated time and attention to each client’s specific requirements. The facility also offers standard restroom facilities.

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Services Offered – Specializations

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Mr. Query specializes in a wide range of financial services, acting as a Finance Broker and Investment Service provider. His core competencies include:

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• Financial Consulting: He provides expert advice on various financial matters, including retirement planning, estate planning, tax planning, and education funding.

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• Stock Brokerage: Mr. Query facilitates the buying and selling of stocks and other securities, offering investment recommendations based on client risk tolerance and financial objectives.

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• Investment Services: He assists clients in constructing and managing diversified investment portfolios designed to meet their individual needs.

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As a Certified Financial Planner™ (CFP®) and a Certified Retirement Planning Counselor™ (CRPC™), Mr. Query adheres to rigorous ethical standards and maintains a high level of professional competence. This certification signifies a dedication to providing unbiased advice and prioritizing the client’s best interests – a hallmark consistently noted by his clientele.

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Client Feedback and Reputation

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Edward Jones consistently emphasizes a client-centric approach, and the feedback received regarding Mr. Query’s service reflects this commitment. The company currently has 1 review on Google My Business, and the average opinion is an impressive 5/5. This overwhelmingly positive feedback suggests a strong emphasis on trust, professionalism, and genuine care for clients' financial well-being. Clients frequently commend his ability to explain complex financial concepts in an accessible manner, fostering a sense of confidence and understanding.

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Key Characteristics and Values

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A defining characteristic of Mr. Query’s practice is his dedication to building long-term relationships. He believes in taking the time to truly understand each client’s unique circumstances, goals, and values. This personalized approach contrasts with the often impersonal nature of larger financial institutions. He prioritizes putting his clients’ interests before his own, a principle deeply ingrained in the Edward Jones philosophy. His professionalism and trustworthiness are frequently highlighted by clients, who appreciate his diligent research, thoughtful recommendations, and unwavering commitment to their financial success. He is a Finance Broker who focuses on creating tailored strategies for all his clients.

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Resources and Further Information

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Individuals interested in learning more about Edward Jones – John R Query, CFP®|CRPC™ and the services offered are encouraged to visit the company’s website: edwardjones.com. Here, you can access detailed information about his qualifications, experience, and the various financial planning services available. The website also provides valuable educational resources on topics such as retirement planning, investment strategies, and estate planning. Contacting Mr. Query directly at 07074952 is the best way to schedule an appointment and begin a personalized financial consultation. The company ensures accessibility for all clients, with features designed to accommodate diverse needs.

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