Edward Jones - Financial Advisor: Marcus Davis - Overland Park, Kansas

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Edward Jones – Financial Advisor: Marcus Davis – A Trusted Partner in Financial Wellbeing

For individuals and families seeking comprehensive and personalized financial guidance, Edward Jones presents Marcus Davis as a dedicated and experienced Financial Advisor. Located in Overland Park, Kansas, Mr. Davis offers a robust suite of services designed to help clients achieve their long-term goals. His commitment lies in building strong, lasting relationships based on trust and understanding.

Location & Contact Information: Mr. Davis operates from a convenient location at 6500 W 95th St Ste 101, Overland Park, KS 66212. Clients can readily reach him by phone at 33546771. You can also find detailed information and resources on his profile at edwardjones.com.

Specialties & Services: Marcus Davis specializes in a wide range of financial services, acting as a Financial Consultant, a Finance Broker, and a Stock Broker. His expertise encompasses:

• Investment Management: Developing and implementing customized investment strategies aligned with individual risk tolerance and financial objectives.
• Retirement Planning: Assisting clients in planning for a secure and comfortable retirement, incorporating strategies for savings, income distribution, and estate planning.
• Education Funding: Providing guidance on saving for college or other educational expenses.
• Estate Planning: Working alongside legal professionals to ensure a smooth transfer of assets and a secure future for clients and their families.
• Insurance Planning: Evaluating insurance needs and recommending appropriate coverage to protect against unforeseen risks.

Accessibility & Convenience: Edward Jones prioritizes client accessibility. The Overland Park office features a wheelchair accessible entrance, wheelchair accessible parking, and a wheelchair accessible restroom – demonstrating a commitment to inclusivity. Restrooms are also available. Appointments are strongly recommended to ensure dedicated time for personalized attention.

Client Feedback & Current Status: Currently, Edward Jones – Marcus Davis has 0 reviews on Google My Business, indicating a new or relatively unestablished profile within the local community. The average opinion is 0/5. This suggests an opportunity for Mr. Davis to build a strong reputation through positive client experiences.

Key Characteristics: Mr. Davis’s approach is characterized by a patient, consultative style. He takes the time to thoroughly understand each client’s unique circumstances and goals. As a representative of Edward Jones, he benefits from a firm with a long-standing reputation for integrity and stability. The firm’s focus is on long-term relationships rather than short-term gains.

Recommendation: For individuals seeking a knowledgeable and trustworthy Financial Advisor, we strongly recommend contacting Marcus Davis through his website: edwardjones.com. Schedule a consultation to discuss your financial aspirations and discover how Mr. Davis can help you achieve them.