Edward Jones - Financial Advisor: Chris Weiss, CFP® - Oro Valley, Arizona

Edward Jones - Financial Advisor: Chris Weiss, CFP®

For individuals and families seeking comprehensive financial planning and investment guidance, Chris Weiss, CFP® at Edward Jones, presents a reliable and personalized service. Located in Oro Valley, Arizona, Mr. Weiss offers a dedicated approach to helping clients achieve their long-term financial goals. This detailed overview will explore his credentials, services, location details, and overall suitability for those in need of a trusted financial advisor.

Chris Weiss, CFP®, is a registered financial consultant and finance broker affiliated with Edward Jones. Holding the Certified Financial Planner™ designation (CFP®), Mr. Weiss has demonstrated a commitment to upholding rigorous professional standards. This certification signifies that he has met specific education, examination, experience, and ethical requirements, ensuring clients receive sound and well-rounded advice. His expertise spans a broad range of investment services, including retirement planning, education savings, estate planning, and income tax planning. He works closely with clients to understand their unique circumstances, risk tolerance, and financial aspirations.

Location and Accessibility: Mr. Weiss operates from the Edward Jones office at 10445 N Oracle Rd # 220, Oro Valley, AZ 85737. Recognizing the importance of accessibility, the office features several amenities to accommodate clients with mobility limitations. These include a wheelchair-accessible car park, wheelchair-accessible entrance, and a wheelchair-accessible toilet. Appointments are strongly recommended to ensure adequate time for personalized consultation. The office is easily reachable by phone at 5202250045. Clients can also access further information and resources through the Edward Jones website: edwardjones.com.

Specialties and Services Offered: Mr. Weiss specializes in a variety of financial areas, providing tailored solutions for diverse client needs. Specifically, he assists with:

• Investment Management: Mr. Weiss helps clients build and manage diversified investment portfolios aligned with their financial objectives and risk profile. He offers access to a wide range of investment products, including stocks, bonds, mutual funds, and ETFs.
• Retirement Planning: He guides clients through the complexities of retirement planning, including determining savings goals, selecting appropriate retirement accounts (e.g., 401(k), IRA), and developing strategies for income distribution in retirement.
• Education Savings: For families with children, Mr. Weiss assists with establishing and funding education savings plans, such as 529 plans.
• Estate Planning: He provides guidance on estate planning considerations, working with clients to ensure their assets are distributed according to their wishes and to minimize potential estate taxes.
• Income Tax Planning: Mr. Weiss offers strategies to help clients minimize their income tax liability through legal and ethical means.

Client Experience and Feedback: Currently, Edward Jones – Chris Weiss, CFP® has 0 reviews on Google My Business. This indicates a limited amount of publicly available feedback at this time. However, Edward Jones as an organization is known for its commitment to client service and long-term relationships. The absence of recent reviews does not necessarily reflect a lack of client satisfaction, but rather a potentially lower volume of online reviews compared to some other advisors.

Key Considerations for Potential Clients: When considering Chris Weiss as your financial advisor, it's important to note the following:

• Relationship-Based Approach: Edward Jones operates on a unique relationship-based model. Mr. Weiss is a local representative, not a product salesperson. He prioritizes building long-term relationships with his clients, providing ongoing support and guidance.
• Fee Structure: Edward Jones advisors typically do not charge commissions on investment products. Instead, they are compensated through fees based on assets under management. It’s recommended to discuss the specific fee structure with Mr. Weiss to understand all associated costs.
• Suitability: Mr. Weiss’s services are suitable for individuals and families seeking comprehensive financial planning and investment management. He may not be the best choice for clients with highly specialized or complex financial needs that require the expertise of a dedicated wealth manager.

Contact Information and Scheduling: To schedule an appointment with Chris Weiss, CFP®, we encourage you to contact him directly at 5202250045. Appointments are recommended to ensure adequate time for a thorough discussion of your financial goals. Further information regarding his services and credentials can be found on the Edward Jones website: edwardjones.com. His office address is 10445 N Oracle Rd # 220, Oro Valley, AZ 85737.

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"summary": "Chris Weiss, CFP® at Edward Jones, provides personalized financial consulting and investment services in Oro Valley, Arizona, focusing on building long-term client relationships and achieving financial goals.",
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