Edward Jones - Financial Advisor: Garth J Case - Bradenton, Florida

Edward Jones – Financial Advisor: Garth J Case

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For individuals and families seeking comprehensive financial guidance, Edward Jones – Financial Advisor: Garth J Case, located in Bradenton, Florida, presents a dedicated resource for managing wealth and achieving long-term financial goals. Mr. Case operates from his office at 2424 Manatee Ave W Ste 212, Bradenton, FL 34205, and can be reached by phone at 9412519684. His website, edwardjones.com, provides further information about his services and background. Mr. Case specializes in providing personalized investment services, acting as a financial consultant and finance broker to a diverse clientele.

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About Garth J Case

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Garth J Case is a seasoned financial advisor with a commitment to building strong, lasting relationships with his clients. He understands that everyone’s financial situation is unique, and his approach centers on a deep understanding of each client’s individual needs, goals, and risk tolerance. He doesn’t push specific products; instead, he focuses on developing strategies tailored to help his clients achieve their aspirations, whether it’s retirement planning, education funding, or simply building a secure financial future. His tenure at Edward Jones reflects a dedication to the firm’s core values of trust, integrity, and personalized service.

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Services Offered

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• Investment Management: Mr. Case offers a wide range of investment options, including stocks, bonds, mutual funds, and ETFs, carefully selected to align with client portfolios.

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• Retirement Planning: He assists clients in developing comprehensive retirement plans, considering factors such as income needs, asset allocation, and tax implications.

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• Education Planning: For families with children, Mr. Case provides guidance on saving for college and other educational expenses.

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• Estate Planning: While not a legal professional, he can work with clients to understand their estate planning needs and connect them with qualified attorneys.

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• Financial Planning: He conducts thorough financial reviews, analyzing clients’ current financial situation and identifying areas for improvement.

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Accessibility and Amenities

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Edward Jones recognizes the importance of accessibility for all clients. The Bradenton office is fully wheelchair-accessible, featuring a wheelchair-accessible entrance and wheelchair-accessible toilet. Clients are also encouraged to schedule appointments in advance to ensure Mr. Case is available to meet their needs. The office also offers convenient parking. He believes that a comfortable and welcoming environment is crucial for fostering trust and open communication.

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Client Feedback

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Currently, this office has 1 review on Google My Business. The average opinion is 1/5. It's important to note that this represents a limited sample size and doesn’t necessarily reflect the overall client experience. We encourage prospective clients to conduct their own research and speak directly with Mr. Case to assess whether his services align with their specific requirements. However, the low average score warrants consideration and a deeper investigation into the reasons behind the negative feedback, which should be addressed proactively.

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Key Features of Working with Edward Jones and Garth J Case

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• Personalized Service: Clients receive individualized attention and guidance from Mr. Case.

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• Fee-Based Advice: Mr. Case’s compensation is based on a percentage of assets under management, ensuring his interests are aligned with those of his clients.

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• Comprehensive Planning: He takes a holistic approach to financial planning, considering all aspects of a client’s financial life.

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• Ongoing Support: Clients benefit from regular portfolio reviews and ongoing support from Mr. Case.

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Edward Jones’s long-standing reputation is built on a commitment to providing unbiased, objective financial advice. Garth J Case embodies these principles, prioritizing the needs of his clients above all else. He believes in transparency and open communication, ensuring that clients are fully informed and comfortable with their financial decisions. If you’re seeking a reliable and knowledgeable financial advisor in the Bradenton area, Garth J Case at Edward Jones is a strong contender. We encourage you to contact him directly to schedule a consultation and discuss your financial goals.

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Contact Information Summary:

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Address: 2424 Manatee Ave W Ste 212, Bradenton, FL 34205, United States

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Phone: 9412519684

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Website: edwardjones.com

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