Edward Jones - Financial Advisor: Joshua Falcon, CFP® - Tampa, Florida

Okay, here’s a comprehensive overview of Edward Jones – Financial Advisor: Joshua Falcon, CFP®, designed to be helpful and informative:

Introduction to Joshua Falcon, CFP®

For individuals and families seeking sound financial guidance, Edward Jones presents a reliable and personalized approach to wealth management. Specifically, Joshua Falcon, CFP®, serves as a dedicated Financial Advisor within the firm’s Tampa, Florida office. Mr. Falcon distinguishes himself through a commitment to understanding his clients’ unique circumstances and building long-term relationships based on trust and transparency. He operates with a philosophy centered around holistic financial planning, considering all aspects of a client’s financial life – not just individual investments.

Location and Contact Information

Joshua Falcon’s office is conveniently located at 100 N Tampa St Ste 2175, Tampa, FL 33602. Potential clients can easily reach him by phone at 32233128. His professional website, accessible at edwardjones.com, provides detailed information about his services, experience, and contact details. It is highly recommended to schedule an appointment to discuss your financial goals.

Specialties and Services

Mr. Falcon’s expertise encompasses a wide range of financial services, including:

• Financial Consultant: Providing tailored advice on budgeting, retirement planning, and estate planning.
• Finance Broker: Assisting clients with navigating complex financial products and services.
• Investment Service: Offering a diverse selection of investment options to align with individual risk tolerances and financial objectives.
• Stock Broker: Providing access to the stock market and facilitating investment transactions.

Points of Interest & Accessibility

Edward Jones prioritizes client convenience and accessibility. The office features wheelchair accessible parking lot and wheelchair accessible entrance. Furthermore, a wheelchair accessible restroom is available on-site. Restrooms are also provided, and appointments are strongly recommended to ensure dedicated time and attention to each client’s needs. The firm’s dedication to inclusivity demonstrates a commitment to serving a broad range of clients.

Client Feedback & Reputation

Edward Jones - Joshua Falcon, CFP® maintains a strong reputation within the Tampa community. The company currently holds 2 reviews on Google My Business, reflecting a consistently positive client experience. The average opinion is 5/5, indicating a high level of satisfaction among those who have engaged his services. It appears clients value his attentive nature, his ability to simplify complex financial matters, and his dedication to personalized service – a commitment that extends beyond standard transactions to include genuinely thoughtful engagement with clients’ lives.

Recommendation

For individuals and families seeking a trusted and experienced financial advisor who prioritizes a holistic approach to wealth management, Joshua Falcon, CFP® at Edward Jones, presents an excellent choice. His commitment to client relationships, coupled with his professional expertise, makes him a valuable resource for achieving financial security. We strongly encourage prospective clients to visit his website at edwardjones.com to learn more and schedule a consultation. Contacting him directly via phone at 32233128 is the first step toward building a brighter financial future.

👍 Reviews of Edward Jones - Financial Advisor: Joshua Falcon, CFP®

Suzi M.

5/5

Josh is a class act! He and his team consider the client's whole situation holistically before making any recommendations. I work at a local retirement community and we have a few of our residents that have Josh as their financial planner. They have the utmost respect for his attention to detail, warm personality, and his way of explaining things that make it easy to understand. There are not many financial planners that pay a personal visit to their clients in their home or visit them if they are in the hospital - but Josh does!

Lynn M.

5/5

I have been a client of Joshes for over 20 years. He has served me, my daughter and mother in law with the utmost care and concern. Edward Jones is an old St. Louis firm you can trust.