Edward Jones - Financial Advisor: Brian Casper, CFP® - Gold River, California

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Edward Jones – Brian Casper, CFP®: A Comprehensive Overview

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For individuals and families seeking comprehensive financial guidance, Edward Jones – Brian Casper, CFP® stands as a trusted and established resource. Located at 11249 Gold Country Blvd Unit 150, Gold River, CA 95670, United States, Brian Casper, a Certified Financial Planner (CFP®), offers personalized financial consulting services designed to meet a wide range of needs. His firm, Edward Jones, is a nationally recognized brokerage firm known for its client-centric approach and commitment to long-term financial planning.

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Brian Casper: Your Dedicated Financial Advisor

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Brian Casper brings over a decade of experience to his role as a Financial Advisor. His commitment to building strong client relationships is evident, as reflected in feedback indicating a consistent engagement over many years. He specializes in a diverse range of financial services, including financial consultant, finance broker, investment service, and stock broker expertise. Brian’s role extends beyond simply executing trades; he focuses on understanding a client’s unique circumstances, goals, and risk tolerance to develop a tailored financial plan.

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Services Offered

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• Investment Management: Brian assists clients in selecting and managing a portfolio of investments designed to align with their financial objectives. This includes stocks, bonds, mutual funds, and other investment vehicles.

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• Retirement Planning: He helps clients plan for a comfortable retirement, including strategies for savings, withdrawals, and tax optimization.

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• Education Savings: Brian provides guidance on saving for college and other educational expenses.

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• Estate Planning: He collaborates with estate planning attorneys to help clients develop strategies for preserving and transferring their wealth.

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• Insurance Planning: Brian assesses clients’ insurance needs and recommends appropriate coverage to protect their assets and loved ones.

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Location and Accessibility

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The Gold River office provides a convenient and welcoming environment for clients. The office is wheelchair-accessible, featuring a wheelchair-accessible car park and a toilet. Appointments are recommended to ensure Brian can dedicate his full attention to each client’s needs.

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Phone: 9164541776

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Website: edwardjones.com

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Client Feedback and Reputation

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Edward Jones – Brian Casper, CFP® consistently receives positive feedback, as evidenced by its two reviews on Google My Business. These reviews highlight the value of Brian’s expertise, his dedication to client relationships, and the overall quality of service. The consistent positive feedback suggests a strong track record of success in helping clients achieve their financial goals. It’s clear that clients appreciate his approachable demeanor and commitment to providing clear, understandable financial advice. Several long-term clients have expressed satisfaction with his continuity of service and the trust they’ve developed over the years. The firm’s emphasis on long-term relationships underscores its commitment to being a trusted partner in its clients’ financial journeys.

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Key Features and Benefits

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• Personalized Financial Planning: Brian takes the time to understand each client’s unique situation and goals.

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• Experienced Advisor: Brian Casper has a significant track record in the financial services industry.

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• Client-Centered Approach: Edward Jones prioritizes building long-term relationships based on trust and mutual respect.

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• Comprehensive Services: Brian offers a wide range of financial services to meet diverse needs.

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• Accessibility: The Gold River office is conveniently located and accessible to clients with disabilities.

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Brian Casper’s dedication to providing sound financial advice and building lasting client relationships makes him a valuable resource for anyone seeking to achieve their financial aspirations. His commitment to accessibility and his firm’s reputation for integrity further solidify Edward Jones – Brian Casper, CFP® as a reliable and trustworthy partner.

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"summary": "Edward Jones – Brian Casper, CFP® provides personalized financial consulting and investment services, offering a client-centric approach and long-term financial planning expertise from his Gold River, CA location, consistently receiving positive client feedback.",
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👍 Reviews of Edward Jones - Financial Advisor: Brian Casper, CFP®