Long Wealth Management Team - Paola, Kansas
Address: 6 S Silver St, Paola, KS 66071.
Phone: 32945199.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair accessible parking lot, Restroom.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Long Wealth Management Team
⏰ Open Hours of Long Wealth Management Team
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–4 PM
- Saturday: Closed
- Sunday: Closed
Okay, here's a detailed description of Long Wealth Management Team, formatted as requested, aiming for a formal and approachable tone:
Long Wealth Management Team: A Comprehensive Overview
For individuals and families seeking comprehensive financial consulting and investment guidance, Long Wealth Management Team, located in Paola, Kansas, presents a potentially valuable resource. This team, operating under the umbrella of Edward Jones, offers personalized services designed to help clients achieve their long-term financial goals.
Location & Contact Information:
Address: 6 S Silver St, Paola, KS 66071
Phone: 32945199
Website: edwardjones.com
Services & Specialties:
Long Wealth Management Team specializes in a range of investment services, acting as both a financial consultant and a stock broker for their clients. They provide a holistic approach to wealth management, which typically includes:
Retirement Planning: Developing strategies to ensure a secure and comfortable retirement.
Investment Management: Constructing and managing diversified investment portfolios tailored to individual risk tolerance and financial objectives.
Estate Planning: Offering guidance on strategies to protect and transfer assets.
Education Savings: Assisting with plans for college or other educational expenses.
Insurance Planning: Assessing insurance needs to provide appropriate coverage.
Edward Jones, as a firm, is known for its commitment to building long-term relationships with clients, prioritizing a consultative rather than a sales-driven approach. This team embodies that philosophy, taking the time to understand each client’s unique circumstances.
Points of Interest & Accessibility:
The office is designed with client comfort in mind. It features:
Wheelchair Accessible Parking Lot: Ensuring accessibility for individuals with mobility challenges.
Restroom: Convenient facilities are available for client use.
Client Feedback & Current Standing:
Currently, Long Wealth Management Team has limited opinions available on Google My Business – specifically, 0 reviews. The average opinion is 0/5, indicating a lack of recent feedback. This doesn’t necessarily reflect the quality of service, but rather a lack of publicly available reviews at this time.
Key Characteristics & Why Consider Them:
Personalized Service: Edward Jones, and therefore this team, emphasizes individualized attention and a deep understanding of each client’s financial situation.
Long-Term Relationships: The firm’s business model is built on fostering enduring partnerships with clients.
* Experienced Professionals: The team members possess significant experience in the financial services industry.
Recommendation:
Given their commitment to personalized service and the established reputation of Edward Jones, Long Wealth Management Team could be a suitable option for individuals seeking a dedicated financial consultant. However, due to the limited feedback available, we strongly recommend visiting their website at edwardjones.com to learn more about their services and to schedule a consultation. Directly contacting them at 32945199 will provide the most current information and allow you to discuss your specific financial needs with the team directly.