Edward Jones - Financial Advisor: James S Szczybor, ChFC®|CIMA® - Cocoa Beach, Florida
Address: 503 N Orlando Ave Suite 104, Cocoa Beach, FL 32931.
Phone: 17839626.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Edward Jones - Financial Advisor: James S Szczybor, ChFC®|CIMA®
Introduction to James Szczybor, Financial Advisor
Edward Jones is a nationally recognized financial services firm committed to building long-term relationships with clients. James S Szczybor, ChFC®|CIMA®, operates as a Financial Advisor within this established firm, dedicated to helping individuals and families achieve their financial goals. Located in Cocoa Beach, Florida, Mr. Szczybor offers personalized financial guidance and investment solutions tailored to each clientâs unique circumstances. He prioritizes a client-centric approach, focusing on understanding individual needs and building trust through open communication and transparent advice.
Location and Contact Information
Mr. Szczyborâs office is situated at 503 N Orlando Ave Suite 104, Cocoa Beach, FL 32931. Clients can easily reach him by phone at 17839626. For further information and to schedule an appointment, visitors can also explore his profile on the Edward Jones website: edwardjones.com. The firm is committed to accessibility, offering a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom, ensuring a comfortable experience for all clients.
Specialties and Services
Mr. Szczyborâs expertise encompasses a broad range of Financial Consultant services. He functions as a Finance Broker, assisting clients in navigating complex financial decisions. His offerings include comprehensive Investment Service management, encompassing portfolio construction, asset allocation, and ongoing performance monitoring. Furthermore, he provides expert guidance as a Stock Broker, helping clients participate in the equity markets. Beyond these core services, Mr. Szczybor assists clients with retirement planning, education funding, estate planning, and insurance needs. He emphasizes a holistic approach, integrating these various aspects of financial life to create a cohesive strategy.
Client-Focused Approach and Values
A defining characteristic of Mr. Szczyborâs practice is his dedication to a personal, relationship-based approach. He believes in taking the time to truly understand each clientâs financial aspirations, risk tolerance, and time horizon. This individualized attention is frequently cited by clients as a key benefit of working with him. Appointments are recommended to allow for a thorough discussion of individual needs and the development of a customized financial plan. Mr. Szczybor consistently strives to provide clear, concise, and unbiased advice, prioritizing his clientsâ best interests above all else. He fosters an environment of trust and open communication, ensuring clients feel comfortable discussing even the most sensitive financial topics.
Accessibility and Amenities
Beyond the accessibility features previously mentioned, the office environment is designed to be welcoming and conducive to productive discussions. The office maintains a comfortable atmosphere, allowing clients to feel at ease while exploring their financial options. Restroom facilities are also readily available. The firmâs commitment to client convenience extends to its digital presence, with online tools and resources available on the Edward Jones website to support clientsâ ongoing financial management.
Positive Feedback and Reputation
The firm has garnered positive feedback from its clientele, as evidenced by 1 reviews on Google My Business, all maintaining a Average opinion: 5/5. One client recently stated: âWe just joined Edward Jones and we are working with James Szczybor, James and his team are very professional and took the time to walk us through some sound advice in taking steps toward our financial future. James takes a personal approach that you will appreciate when talking financial planning. We are happy that we found James and his team, and we are look forward to our next meeting.â This sentiment reflects the consistent experience reported by many clients â a combination of professionalism, personalized service, and insightful guidance. The firmâs success is built upon the strong relationships it cultivates with its clients, fostered through integrity, expertise, and a genuine commitment to their financial well-being.
Key Features Summary
- Personalized Financial Planning: Tailored strategies based on individual goals and circumstances.
- Experienced Advisor: James Szczybor, ChFC®|CIMA®, brings significant expertise to the table.
- Comprehensive Services: Offers a wide range of services, including investment management, retirement planning, and estate planning.
- Accessible Location: Conveniently located in Cocoa Beach, Florida, with accessibility features.
- Client-Centric Approach: Prioritizes building long-term relationships and providing transparent advice.
👍 Reviews of Edward Jones - Financial Advisor: James S Szczybor, ChFC®|CIMA®
