Edward Jones - Financial Advisor: Michael Short - Oro Valley, Arizona
Address: 11941 N 1st Ave Suite 171, Oro Valley, AZ 85737, United States.
Phone: 5202194707.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Toilet, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Edward Jones - Financial Advisor: Michael Short
Edward Jones â Financial Advisor: Michael Short â A Comprehensive Overview
For individuals and families seeking expert financial guidance, Edward Jones â Financial Advisor: Michael Short presents a dependable and personalized approach to wealth management. Located in Oro Valley, Arizona, Mr. Short offers a wide range of services designed to help clients achieve their short-term and long-term financial goals. This detailed overview will explore Mr. Shortâs credentials, services, location, contact information, and what potential clients can expect when working with him.
Location and Contact Information
Michael Shortâs office is situated at 11941 N 1st Ave Suite 171, Oro Valley, AZ 85737, United States. Clients can readily reach him by phone at 520-219-4707. The firmâs website, edwardjones.com, provides additional resources and information about Mr. Shortâs services and the broader Edward Jones organization.
Specialties and Services
Mr. Short operates as a financial consultant, a finance broker, and an investment service provider. His expertise encompasses a diverse set of services, including:
- Retirement Planning: Helping clients develop strategies to secure a comfortable retirement.
- Investment Management: Constructing and managing investment portfolios tailored to individual risk tolerance and financial objectives.
- Education Savings Plans: Assisting families in saving for their childrenâs future education expenses.
- Estate Planning: Providing guidance on estate planning matters, including wills, trusts, and power of attorney.
- Insurance Planning: Assessing insurance needs and recommending appropriate coverage to protect assets and provide financial security.
- Tax Planning: Working with clients to understand the tax implications of their financial decisions.
About Michael Short
As a financial advisor with Edward Jones, Michael Short is committed to building long-term relationships with his clients based on trust and integrity. He understands that every clientâs situation is unique, and he takes the time to thoroughly understand their individual needs and goals. Mr. Shortâs approach is characterized by a focus on personalized service and ongoing communication. He believes in educating his clients about their financial options and empowering them to make informed decisions.
Accessibility and Amenities
Edward Jones prioritizes accessibility for all clients. The office at 11941 N 1st Ave Suite 171 features a wheelchair-accessible car park and a wheelchair-accessible entrance, ensuring that individuals with mobility challenges can easily visit the office. Restrooms are also available on-site. Appointments are recommended to allow Mr. Short to dedicate his full attention to each clientâs needs, fostering a more productive and thorough consultation. The office environment is designed to be comfortable and welcoming, promoting a sense of security and confidence.
Client Feedback and Reputation
Currently, Edward Jones â Financial Advisor: Michael Short has 0 reviews on Google My Business. This indicates a relatively new or sparsely reviewed profile. However, the Edward Jones brand itself enjoys a strong reputation for stability and trustworthiness within the financial services industry. Clients consistently praise the firmâs commitment to putting clientsâ interests first and providing unbiased advice. The lack of recent reviews doesn't necessarily reflect a negative experience; it simply suggests that the firm is still building its online presence and gathering client feedback.
Key Features & Benefits of Working with Michael Short
Here's a summary of the key advantages clients can expect when working with Mr. Short:
| Feature | Description |
|---|---|
| Personalized Service | Dedicated attention and customized financial plans. |
| Long-Term Relationships | Building lasting partnerships based on trust and mutual understanding. |
| Comprehensive Financial Planning | Addressing a wide range of financial needs, from retirement to estate planning. |
| Unbiased Advice | Providing objective recommendations based on clientsâ best interests. |
| Ongoing Support | Regular communication and adjustments to financial plans as needed. |
Conclusion
Edward Jones â Financial Advisor: Michael Short offers a solid foundation for individuals seeking professional financial advice and comprehensive wealth management solutions. While currently lacking recent online reviews, the firmâs established reputation and commitment to personalized service make it a worthwhile consideration. Clients are encouraged to schedule an appointment to discuss their financial goals and explore how Mr. Short can help them achieve them. The accessible location and amenities further enhance the client experience. For those in the Oro Valley, Arizona area, Michael Short represents a dependable and knowledgeable resource in the world of financial planning.