Edward Jones - Financial Advisor: Sheila K Smith, AAMS™ - Newberry, Florida

Okay, here’s a professional and informative overview of Sheila K. Smith, AAMS™, a Financial Advisor at Edward Jones, formatted as requested:

Introducing Sheila K. Smith, AAMS™ – Your Trusted Financial Partner

For individuals and families seeking comprehensive and personalized financial guidance, Edward Jones presents Sheila K. Smith, AAMS™. Located at 25349 W Newberry Rd, Newberry, FL 32669, Ms. Smith offers a dedicated approach to helping clients achieve their long-term financial goals. Her phone number is 4722776, and she can be easily reached through her website: edwardjones.com. Ms. Smith’s expertise lies in providing a wide range of financial consultant, finance broker, investment service, and stock broker services, all tailored to meet unique needs.

Specialties and Services Offered

Sheila’s role at Edward Jones extends beyond simply managing investments. She prioritizes building strong, trusting relationships with her clients. This includes a thorough understanding of their current financial situation, their aspirations, and their risk tolerance. She specializes in:

• Retirement Planning: Developing strategies to ensure a comfortable and secure retirement.
• Investment Management: Constructing diversified portfolios aligned with individual goals.
• Estate Planning: Offering guidance on protecting assets and ensuring a smooth transfer of wealth.
• Education Savings Plans: Helping families save for their children’s future education.
• Insurance Planning: Assessing and recommending appropriate insurance coverage.

Accessibility and Convenience

Edward Jones is committed to providing accessible services to all clients. Ms. Smith’s office is equipped with a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. Restrooms are also available for general use. Appointments are highly recommended to ensure dedicated time and attention to each client’s needs.

Client Feedback and Reputation

Edward Jones consistently receives positive feedback regarding its advisors. Sheila K. Smith, AAMS™, clearly embodies this commitment to client satisfaction. There are currently 3 reviews on Google My Business, and the average opinion is 5/5 – a testament to her dedication and professionalism. It is evident that clients value her personalized approach and commitment to their financial well-being.

Contacting Sheila K. Smith

Sheila K. Smith is dedicated to providing expert guidance and support to clients in the Newberry, Florida area and beyond. Her focus isn't just on numbers; it’s on people. For those seeking a reliable and knowledgeable financial partner, we strongly recommend exploring her services further. Visit her website at edwardjones.com to schedule an appointment or learn more about how she can help you achieve your financial dreams.

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👍 Reviews of Edward Jones - Financial Advisor: Sheila K Smith, AAMS™

penny N.

5/5

Sheila is the best! She cares very much about you personally as well doing the best for your financial plans!

Sheila S.

5/5

Nora G.

5/5