Edward Jones - Financial Advisor: Calvin L Allmon, CEPA®|AAMS® - LaFayette, Georgia

Edward Jones - Calvin L Allmon, CEPA®|AAMS®: A Comprehensive Overview

For individuals and families seeking personalized financial guidance, Edward Jones – represented by Calvin L Allmon, CEPA®|AAMS® – offers a trusted and established path toward achieving their financial goals. Located at 514 N Main St, LaFayette, GA 30728, United States, Mr. Allmon’s office provides a welcoming and accessible environment for clients in and around LaFayette, Georgia. He operates as a financial consultant, diligently working with clients to understand their unique circumstances, risk tolerance, and long-term aspirations. This approach distinguishes him from firms focused primarily on product sales, prioritizing a collaborative and advisory relationship.

About Calvin L Allmon, CEPA®|AAMS®

Calvin L Allmon holds the designations of Certified Elder Planning Advisor (CEPA®) and Accredited Asset Management Specialist (AAMS®), demonstrating a commitment to ongoing professional development and specialized expertise. These credentials signify his proficiency in addressing the specific needs of retirees and pre-retirees, including estate planning, retirement income strategies, and legacy planning. His experience within Edward Jones, a firm with a long-standing reputation for integrity and client service, allows him to leverage a broad range of investment and financial planning tools while maintaining a client-centric focus. He is dedicated to building lasting relationships based on trust and open communication, consistently acting as a reliable resource for financial matters.

Specialties and Services

Mr. Allmon’s practice encompasses a wide array of financial services, tailored to meet diverse client needs. Key specialties include:

• Investment Management: He assists clients in constructing and managing investment portfolios designed to align with their objectives and risk profiles. This includes a diverse range of investment options, such as stocks, bonds, mutual funds, and ETFs.
• Retirement Planning: A significant portion of his work involves helping clients plan for a comfortable and secure retirement. This encompasses assessing current savings, projecting future income needs, and developing strategies for maximizing retirement income.
• Estate Planning: Recognizing the importance of preserving assets and ensuring a smooth transfer of wealth, Mr. Allmon provides guidance on estate planning considerations, working with legal professionals to facilitate comprehensive estate plans.
• Risk Management: He helps clients identify and mitigate potential financial risks, including insurance planning, and strategies to protect their assets.
• Education and Financial Planning: Mr. Allmon is committed to equipping clients with the knowledge and resources they need to make informed financial decisions. He provides clear and understandable explanations of complex financial concepts.

As a finance broker, he analyzes market trends and economic conditions to advise clients on appropriate investment strategies. His role extends beyond simply executing trades; he prioritizes a holistic view of the client’s financial situation.

Accessibility and Convenience

Edward Jones is committed to providing accessible services to all clients. The LaFayette office is equipped with a wheelchair-accessible car park and a wheelchair-accessible toilet, ensuring convenience for individuals with mobility limitations. Appointments are recommended to allow for dedicated time and focused attention. Furthermore, the office offers a comfortable and inviting atmosphere conducive to productive conversations. The location itself is easily accessible and centrally located within LaFayette.

Client Feedback and Reputation

Currently, the Edward Jones – Calvin L Allmon office on Google My Business has 0 reviews. This indicates a relatively new or recently reviewed presence. While the lack of reviews is a factor to consider, it also suggests an opportunity for clients to share their experiences and contribute to a growing body of feedback. It’s important to note that the average opinion is 0/5; however, this is based on the absence of reviews and doesn’t represent a gauge of client satisfaction.

Contact Information

To schedule an appointment or discuss your financial needs, you can contact Mr. Allmon directly:

• Phone: 7066393401
• Website: edwardjones.com
• Address: 514 N Main St, LaFayette, GA 30728, United States

Edward Jones emphasizes a relationship-based approach, prioritizing long-term client partnerships. Mr. Allmon is dedicated to providing independent and objective advice, always acting in the best interest of his clients. He believes in transparency and open communication, ensuring clients are fully informed and comfortable with their financial decisions. For those seeking a trusted investment service provider in the LaFayette area, Calvin L Allmon at Edward Jones is a recommended resource.