Edward Jones - Financial Advisor: Natalie N Freeman - Tampa, Florida

Okay, here’s a comprehensive overview of Edward Jones – Financial Advisor: Natalie N Freeman, presented in a formal and approachable style, suitable for someone seeking financial guidance:

Introduction to Natalie N Freeman

For individuals and families seeking expert financial guidance and long-term planning, Natalie N Freeman at Edward Jones offers a dedicated and personalized approach. Ms. Freeman operates from the Edward Jones office located at 442 W Kennedy Blvd #220, Tampa, FL 33606, United States. Her contact number is 8133249363, and you can learn more about her services and background on her dedicated profile at edwardjones.com. She specializes in providing a range of investment services, acting as a financial consultant and stock broker to help clients achieve their unique financial objectives.

Specializations and Services

Natalie’s role at Edward Jones extends beyond simply buying and selling stocks. She’s committed to understanding her client’s complete financial picture. Her services encompass:

• Financial Consulting: She provides tailored advice on budgeting, retirement planning, education funding, and estate planning.
• Finance Brokerage: Ms. Freeman assists with the purchase and sale of various investment products, including stocks, bonds, and mutual funds.
• Investment Services: She helps clients build and manage diversified portfolios aligned with their risk tolerance and financial goals.

Accessibility and Amenities

Edward Jones recognizes the importance of accessibility for all clients. The Tampa office is designed to be welcoming and convenient, featuring:

• Wheelchair-Accessible Car Park: Easy access to parking facilities.
• Wheelchair-Accessible Entrance: A smooth and accessible entry point.
• Wheelchair-Accessible Toilet: Ensuring comfort and convenience for all visitors.
• Appointments Recommended: While walk-ins are occasionally accommodated, scheduling an appointment ensures dedicated attention and allows for a thorough discussion of your needs.

Client Feedback & Reputation

Preliminary indications suggest a consistently positive experience for clients. The Edward Jones branch in Tampa currently holds 8 reviews on Google My Business, all reflecting a remarkably high average rating of 5/5. This feedback strongly implies a commitment to client well-being and a dedication to providing a truly holistic financial experience. It appears that clients appreciate her focus on the broader context of their lives and her proactive approach to long-term financial wellness.

Concluding Recommendation

Natalie N Freeman at Edward Jones offers a combination of expertise, personalized service, and a commitment to accessibility. Her focus on understanding individual client goals and building long-term strategies makes her a valuable resource for anyone seeking sound financial advice. We strongly recommend visiting her profile on the Edward Jones website – edwardjones.com – to schedule an appointment and discuss your specific financial needs. Her dedication to client satisfaction is truly commendable.

👍 Reviews of Edward Jones - Financial Advisor: Natalie N Freeman

Carrie W.

5/5

Natalie truly cares about her clients. She consistently goes above and beyond to ensure her clients’ financial goals are in alignment with their holistic life goals. She is always looking at the bigger picture and the long-term financial wellness of her clients. Highly recommend!

Maxine H.

5/5

Natalie won me over with her professionalism and patience while allaying my concerns about having someone else manage my 401k plan after leaving my employer. During meetings with her I never feel rushed. She periodically checks in with me and does a great job in helping me fully understand the details in my statements. I’m very happy that I partnered with Natalie in managing my accounts.

Kenisha A.

5/5

Natalie is an excellent professional, financial advisor. She stays abreast of trends, keeps me informed, and routinely meets with me to make the best financial decisions for my short and long term financial goals.

Sheli A.

5/5

Natalie has been great to work with. She is extremely knowledgeable and professional. She always gets back to me quickly and has support staff that is extremely resourceful.

Stephanie M.

5/5

I believe that Natalie has a deep understanding of financial planning concepts and is passionate about educating her clients. She is is exceedingly competent, organized, and purposeful and always brings a positive attitude to any atmosphere she enters.

The consummate professional, she is someone you can trust.

Jaclyn P.

5/5

Natalie prides herself on providing attentive, personalized service to her clients and strives to ensure that they understand the fluctuations of the market, while remaining committed to their investment goals.

Tonisia B.

5/5

Kim H.

5/5