Edward Jones - Financial Advisor: Joshua Marino, ChFC® - Port Jefferson, New York

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Edward Jones stands as a prominent financial services firm, providing comprehensive financial guidance and investment solutions to individuals seeking to secure their financial future. Central to its offerings is Joshua Marino, a dedicated Financial Advisor holding the prestigious ChFC® (Chartered Financial Consultant) designation. This expert represents the firm's commitment to delivering personalized financial advice tailored to each client's unique circumstances and long-term objectives.

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Expertise and Services Provided

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Mr. Marino's expertise spans a wide array of financial advisory services. His professional designation, the ChFC®, signifies a high level of expertise in financial planning and consulting. The firm categorizes his services under several key specialities: Financial consultant, Finance broker, Investment service, and Stock broker. This indicates a comprehensive capability to offer not just investment management but also broader financial planning, including retirement planning, estate planning, tax strategies, and risk management. Edward Jones, as an organization, facilitates investments through various channels, likely including stocks, bonds, mutual funds, retirement accounts, and insurance products. Joshua Marino likely assists clients in navigating these options to build diversified portfolios aligned with their risk tolerance and financial goals.

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Business Location and Physical Presence

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The physical branch serving this community is located at 640 Belle Terre Rd Bldg B, Port Jefferson, NY 11777, United States. This strategic location places Mr. Marino's services within Port Jefferson, making him accessible to residents and potentially nearby areas in New York. The branch is designed to be physically welcoming, featuring amenities such as a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet facilities. Standard amenities include a restroom. These features ensure that the Edward Jones branch is accessible to a diverse clientele, reflecting a consideration for inclusivity among its customer base.

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Contact Information and Accessibility

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Prospective clients seeking information or an initial consultation can reach Joshua Marino or the Edward Jones branch directly. The contact telephone number is 6319282034, allowing for direct communication to schedule appointments or discuss financial needs. Alternatively, detailed information and potentially online resources can be accessed via the official Edward Jones website, linked as edwardjones.com. While the digital footprint might not be the primary point of contact, the recommendation is strongly placed on scheduling appointments to ensure personalized attention and thorough discussion of financial matters. This approach allows Mr. Marino to dedicate sufficient time to understand the client's situation comprehensively.

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Reputation and Client Feedback

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Regarding the reputation of Edward Jones and Joshua Marino, it is important to note that this specific branch or advisor currently has no reviews listed on Google My Business. Therefore, there is no public feedback available from other clients regarding their experiences, service quality, or outcomes. The absence of reviews does not inherently indicate the quality of service but simply means that clients have not yet shared their experiences publicly. The average rating, consequently, stands at 0/5 based on the available (non-existent) data. When considering Edward Jones or Joshua Marino, potential clients are advised to rely more heavily on the firm's reputation as a well-established financial services provider, the qualifications of the advisor, and direct communication rather than solely on third-party reviews at this time.

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Key Characteristics of Edward Jones Financial Advisors

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Professional Qualifications and Designations

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Edward Jones Financial Advisors like Joshua Marino often hold various professional designations. The ChFC® (Chartered Financial Consultant) is one such example, indicating advanced expertise in financial planning. Other common designations include the CFP® (Certified Financial Planner™) and CFA® (Chartered Financial Analyst®). These credentials signify rigorous education, examination, experience, and ethical standards, assuring clients that their advisor possesses the necessary knowledge and professionalism to handle complex financial matters effectively.

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Scope of Advisory Services

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The services offered by Edward Jones Financial Advisors are typically comprehensive, covering all aspects of personal financial planning. This includes investment management, retirement planning, education funding (529 plans), tax planning, insurance needs analysis, and wealth management. The focus is on a holistic approach, considering all areas of a client's financial life to create a cohesive and effective strategy. Advisors work closely with clients to establish clear financial goals, assess risk tolerance, and develop actionable plans to achieve those objectives.

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Investment Philosophy and Products

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Edward Jones emphasizes a client-centered investment approach. Advisors typically utilize a disciplined, long-term investment strategy, utilizing a variety of asset classes and investment vehicles. They often focus on building diversified portfolios aligned with clients' goals and risk profiles. Investment products offered can range from traditional options like stocks, bonds, and mutual funds to more specialized insurance-linked securities and variable annuities, depending on the branch's capabilities and the advisor's expertise.

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Branch Network and Technology

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Edward Jones maintains a vast network of branches across the United States. This extensive presence allows for a broad reach but also means services can be accessed locally or remotely, depending on the client's preference. The company utilizes technology to facilitate communication, provide market insights, and manage client portfolios. Online platforms and mobile applications are typically available for clients to monitor their accounts, access research, and communicate with their advisor.

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Regulatory Oversight

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Financial advisors at Edward Jones operate under regulatory oversight, primarily through the Investment Adviser Regulation Act of 1940 (Advisers Act) and state securities laws. They are fiduciaries, meaning they have a legal obligation to act in the best interest of their clients. Edward Jones itself is registered under the Advisers Act, and its advisors adhere to ethical standards and compliance requirements set forth by the firm, regulatory bodies, and industry organizations.

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"summary": "Edward Jones Financial Advisors, including Joshua Marino, offer comprehensive financial planning and investment services from a Port Jefferson, NY location.",
"keywords": ["Edward Jones", "Financial Advisor", "Joshua Marino", "ChFC®", "Investment service", "Financial planning", "Edward Jones ChFC", "Edward Jones Port Jefferson"],
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