Edward Jones - Financial Advisor: Austin D Collins, CFP®|WMCP®|AAMS™ - Sarasota, Florida

Address: 2426 Bee Ridge Rd suite d, Sarasota, FL 34239, United States.
Phone: 9419250176.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Edward Jones - Financial Advisor: Austin D Collins, CFP®|WMCP®|AAMS™

Edward Jones - Financial Advisor: Austin D Collins, CFP®|WMCP®|AAMS™ 2426 Bee Ridge Rd suite d, Sarasota, FL 34239, United States

⏰ Open Hours of Edward Jones - Financial Advisor: Austin D Collins, CFP®|WMCP®|AAMS™

  • Monday: 8:30 am–5 pm
  • Tuesday: 8:30 am–5 pm
  • Wednesday: 8:30 am–5 pm
  • Thursday: 8:30 am–5 pm
  • Friday: 8 am–4:30 pm
  • Saturday: Closed
  • Sunday: Closed

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Edward Jones - Financial Advisor: Austin D Collins, CFP®|WMCP®|AAMS™ – A Trusted Partner for Your Financial Future

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For individuals and families seeking comprehensive and personalized financial planning, Edward Jones – represented by Austin D Collins, CFP®|WMCP®|AAMS™ – offers a steadfast and reliable approach to managing wealth. Located at 2426 Bee Ridge Rd suite d, Sarasota, FL 34239, United States, Mr. Collins and his team are dedicated to building long-term relationships based on trust and understanding. This firm stands out for its commitment to providing tailored solutions, moving beyond simple transactions to become a true partner in achieving clients' financial goals.

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About Austin D Collins, CFP®|WMCP®|AAMS™

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Austin D Collins is a seasoned financial advisor with a demonstrated history of success in guiding clients through various stages of life. He holds the prestigious certifications of Certified Financial Planner (CFP®), Wealth Management Professional (WMCP®), and American Academy of Managment Specialists (AAMS™), signifying his expertise and adherence to rigorous professional standards. These credentials underscore his dedication to providing sound, objective advice, always prioritizing the client's best interests. Mr. Collins’ focus is on developing strategies that align with individual circumstances, encompassing retirement planning, investment management, education funding, estate planning, and tax optimization.

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Specialties and Services Offered

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Edward Jones offers a wide array of services designed to address diverse financial needs. Here's a breakdown of their core specialties:

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  • Financial Consultant: Mr. Collins provides in-depth consultations to assess current financial standing, identify goals, and develop a roadmap for success.
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  • Finance Broker: He expertly navigates the complexities of the financial markets, sourcing suitable investment options to meet specific objectives.
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  • Investment Service: A comprehensive suite of investment products, including stocks, bonds, mutual funds, and ETFs, is offered to diversify portfolios and enhance returns.
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  • Stock Broker: Mr. Collins acts as a stock broker, facilitating the buying and selling of individual stocks within a broader investment strategy.
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Beyond these core services, Edward Jones also assists with:

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  • Retirement Planning: Strategies for maximizing retirement savings and ensuring a comfortable income stream in retirement.
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  • Education Funding: Guidance on saving for college and other educational expenses.
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  • Estate Planning: Collaborating with legal professionals to develop estate plans that protect assets and provide for loved ones.
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  • Tax Optimization: Strategies to minimize tax liabilities and maximize after-tax investment returns.
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Location and Accessibility

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The Sarasota office is conveniently located at 2426 Bee Ridge Rd suite d, Sarasota, FL 34239. Recognizing the importance of accessibility, Edward Jones has taken several steps to ensure a welcoming environment for all clients. The office features:

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  • Wheelchair-Accessible Car Park: Dedicated parking spaces for individuals with mobility challenges.
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  • Wheelchair-Accessible Entrance: A ramp providing easy access to the office.
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  • Wheelchair-Accessible Toilet: A fully accessible restroom facility.
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  • Restroom: Clean and readily available restroom facilities.
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Appointment required for personalized consultations. Appointments are strongly recommended to ensure dedicated attention and allow for thorough planning. Clients can schedule appointments directly through Mr. Collins’ website or by calling the office.

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Client Feedback and Reputation

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Edward Jones – Austin D Collins’ service consistently receives high praise from its clients. Currently, the firm boasts 1 reviews on Google My Business, all of which carry an impressive average opinion of 5/5. This outstanding feedback reflects the team’s commitment to client satisfaction, professional expertise, and genuine care. Clients consistently commend Mr. Collins’ approachable demeanor, his ability to explain complex financial concepts clearly, and his dedication to building trust.

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Contact Information

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To schedule an appointment or learn more about Edward Jones and Austin D Collins’ services, please contact:

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Phone: 9419250176

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Website: edwardjones.com

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We invite you to explore the Edward Jones website for more detailed information about financial planning and investment strategies. Let Austin D Collins, CFP®|WMCP®|AAMS™, be your trusted partner in achieving your financial aspirations.

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👍 Reviews of Edward Jones - Financial Advisor: Austin D Collins, CFP®|WMCP®|AAMS™

Edward Jones - Financial Advisor: Austin D Collins, CFP®|WMCP®|AAMS™ - Sarasota, Florida
Christopher A.
5/5

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