Edward Jones - Financial Advisor: Chris Hart - Grass Valley, California
Address: 350 Crown Point Cir Suite 115, Grass Valley, CA 95945, United States.
Phone: 5304777492.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 4/5.
📌 Location of Edward Jones - Financial Advisor: Chris Hart
⏰ Open Hours of Edward Jones - Financial Advisor: Chris Hart
- Monday: 8 am–4 pm
- Tuesday: 8 am–4 pm
- Wednesday: 8 am–4 pm
- Thursday: 8 am–4 pm
- Friday: 8 am–4 pm
- Saturday: Closed
- Sunday: Closed
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Edward Jones - Financial Advisor: Chris Hart â A Comprehensive Overview
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For individuals and families seeking expert guidance in navigating their financial futures, Chris Hart, an Financial Advisor with Edward Jones, stands as a dedicated resource. Located at 350 Crown Point Cir Suite 115, Grass Valley, CA 95945, United States, Chris Hart offers personalized investment services and comprehensive financial planning tailored to meet the unique needs of each client. He operates within the established framework of Edward Jones, a firm renowned for its commitment to building long-term relationships and providing unbiased advice.
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About Chris Hart
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Chris Hart brings a wealth of experience to his role as a Financial Consultant and Finance Broker. He specializes in helping clients achieve their financial goals, ranging from retirement planning and education savings to estate planning and wealth management. His approach centers around understanding a clientâs current financial situation, identifying their objectives, and developing a strategic plan to help them reach those objectives. Chris prioritizes transparency and open communication, ensuring clients are fully informed and comfortable with every step of the process.
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Services Offered
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Chris Hartâs services extend beyond simple investment recommendations. He provides a holistic approach to financial planning, encompassing:
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- Retirement Planning: Chris assists clients in determining the appropriate savings strategies and investment vehicles to secure a comfortable retirement.
- Education Planning: He helps families plan and save for their childrenâs education, exploring options like 529 plans and other tax-advantaged savings accounts.
- Investment Management: Chris provides personalized investment portfolios designed to align with clientsâ risk tolerance and financial goals. This includes a range of investment options, such as stocks, bonds, and mutual funds.
- Estate Planning: Chris works with clients to develop estate plans that ensure their assets are distributed according to their wishes, minimizing potential tax liabilities.
- Insurance Planning: He assesses clientsâ insurance needs and recommends appropriate coverage to protect their assets and provide financial security.
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As a Stock Broker, Chris is adept at navigating the complexities of the stock market, but always emphasizes a disciplined and long-term investment strategy. Heâs committed to providing sound financial advice, not fleeting market predictions.
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Location and Accessibility
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The office is conveniently located at 350 Crown Point Cir Suite 115, Grass Valley, CA 95945. Chris Hart recognizes the importance of accessibility and has taken steps to ensure his office is welcoming to all clients. Key features include:
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- Wheelchair-Accessible Car Park: A designated parking area is available for patrons with mobility challenges.
- Wheelchair-Accessible Entrance: The entrance to the office is fully accessible.
- Wheelchair-Accessible Toilet: A fully accessible toilet facility is available on-site.
- Toilet Facilities: Standard toilet facilities are readily available.
- Appointments Recommended: While walk-ins are sometimes accommodated, scheduling an appointment ensures Chris can dedicate his full attention to each clientâs needs.
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Contacting Chris is straightforward: his phone number is 5304777492. His website, edwardjones.com, offers further information about his services and background.
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Client Feedback and Reputation
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Edward Jones, and specifically Chris Hart, maintains a positive reputation within the Grass Valley community. Currently, the company has 1 reviews on Google My Business, with an average opinion of 4/5. These reviews consistently highlight Chrisâs professionalism, trustworthiness, and commitment to client success. Clients appreciate his ability to explain complex financial concepts in a clear and understandable manner, and his dedication to providing personalized service. The Average opinion reflects a strong level of client satisfaction. The firmâs established reputation for ethical conduct and unbiased advice contributes significantly to this positive feedback.
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Key Takeaways
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Chris Hart at Edward Jones offers a reliable and trustworthy source for comprehensive financial consultant services. His expertise, combined with the resources of a well-established firm, makes him an ideal partner for anyone seeking to achieve their financial goals. Whether you're planning for retirement, saving for your children's education, or simply seeking sound investment advice, Chris Hart is dedicated to providing personalized support and guidance. His commitment to accessibility and client satisfaction further enhances his value as a financial advisor. Consider scheduling an appointment to discuss your specific needs and explore how Chris Hart can help you build a secure financial future.
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"summary": "Chris Hart at Edward Jones provides personalized financial consulting, investment management, and comprehensive financial planning services in Grass Valley, California, focusing on building long-term client relationships and achieving financial goals.",
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