Edward Jones - Financial Advisor: Richard D Self - Oxford, Alabama

Edward Jones - Richard D Self: A Dedicated Financial Advisor

Edward Jones, a nationally recognized financial advisory firm, offers personalized financial guidance to individuals and families. Richard D Self, a seasoned Financial Advisor located at 240 Oxford Exchange Blvd, Oxford, AL 36203, United States, is a valuable resource for those seeking comprehensive financial solutions. His commitment to client success is evident in his proactive approach and dedication to building long-term relationships.

About Richard D Self

Richard Self brings a wealth of experience to Edward Jones, specializing in a range of Investment Services, including Stock Broker services and acting as a Finance Broker. He understands that every client’s financial situation is unique, and he takes the time to thoroughly assess their goals, risk tolerance, and time horizon. He focuses on creating tailored strategies designed to help clients achieve their financial objectives, whether it’s retirement planning, education savings, estate planning, or simply building a secure financial future. Richard’s approach is characterized by transparency, education, and a genuine desire to empower clients with the knowledge they need to make informed decisions. He consistently emphasizes the importance of a disciplined investment approach and regular portfolio reviews.

Specialties and Services

Richard’s expertise encompasses a broad spectrum of financial services. He assists clients with:

• Retirement Planning: Helping clients develop strategies to ensure a comfortable and secure retirement.
• Investment Management: Constructing and managing diversified investment portfolios aligned with individual goals.
• Education Savings: Providing guidance on saving for college and other educational expenses.
• Estate Planning: Working with clients to establish plans for the efficient transfer of assets and the preservation of their legacy.
• Insurance Planning: Assessing and recommending appropriate insurance coverage to protect clients’ financial well-being.

He regularly utilizes a variety of investment products, including mutual funds, exchange-traded funds (ETFs), and individual stocks and bonds, always prioritizing a client-centric approach. Richard firmly believes in the power of long-term investing and emphasizes the importance of staying disciplined during market fluctuations.

Location and Accessibility

The office of Richard D Self is conveniently located at 240 Oxford Exchange Blvd, Oxford, AL 36203. It’s easily accessible and offers several amenities to ensure a comfortable experience for clients. Wheelchair-accessible car parks and wheelchair-accessible entrances are available, demonstrating a commitment to inclusivity. Furthermore, the office provides Toilet facilities for client convenience. It is highly recommended that clients schedule appointments in advance to ensure personalized attention and maximize the value of their consultations.

Client Feedback and Reputation

Clients consistently praise Richard’s dedication, knowledge, and approachable demeanor. The company maintains 1 reviews on Google My Business, all of which reflect a remarkable average opinion of 5/5. Feedback frequently highlights his willingness to explain complex financial concepts in a clear and understandable manner, fostering a sense of trust and confidence. Many clients appreciate his patient approach as they navigate the complexities of investing and financial planning. He prioritizes building a strong rapport with his clients, understanding their individual circumstances, and providing ongoing support. It’s clear that Richard’s focus extends beyond simply managing investments – he strives to be a trusted advisor and partner in his clients’ financial journeys. The consistent positive feedback underscores his commitment to delivering exceptional service and building lasting relationships.

Contact Information

To schedule an appointment or discuss your financial needs, please contact Richard D Self at:

• Phone: 2568355694
• Website: edwardjones.com

Clients are encouraged to call in advance to confirm appointment availability.

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👍 Reviews of Edward Jones - Financial Advisor: Richard D Self

Holly H.

5/5

Richard Self and his assistant Cara went out of their way to help with me my financial needs. I went with a Roth IRA. They taught me that Roth beats traditional any day. They educated me and I learned a lot with them. I am in my last 20’s and I am not getting any younger that’s why I wanted to start investing with them at Edward Jones. I wanted to start investing in my future because it’s really important!