Edward Jones - Financial Advisor: Frank A Lopez - Tucson, Arizona
Address: 6700 N Oracle Rd UNIT 409, Tucson, AZ 85704, United States.
Phone: 5207427514.
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 1 reviews on Google My Business.
Average opinion: 5/5.
š Location of Edward Jones - Financial Advisor: Frank A Lopez
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"content": "
Edward Jones is a well-established financial services firm with a significant presence across the United States. Within this network, Frank A. Lopez operates as a dedicated Financial Advisor. His professional role encompasses guiding clients through various aspects of financial planning, investment management, and wealth accumulation. The firm emphasizes personalized service, suggesting that clients like you can benefit from tailored financial strategies developed in collaboration with an advisor such as Mr. Lopez.
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Understanding Frank A. Lopez's Financial Advisory Services
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Frank A. Lopez is identified as a Financial Consultant, a Finance Broker, and an expert in providing comprehensive Investment Services. His designation as a Stock Broker further indicates his capability to manage securities investments. When seeking financial advice, clients often look for professionals who can offer a broad range of services. Mr. Lopez likely assists clients in defining their financial goals, risk tolerance, and time horizons, tailoring recommendations accordingly. His expertise covers various investment vehicles and planning strategies, potentially including retirement planning, college savings, insurance, and estate planning. Edward Jones typically utilizes a team approach, combining the individual insights of advisors like Mr. Lopez with broader firm resources, ensuring clients receive potentially sophisticated financial guidance.
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The Location and Accessibility of the Tucson Branch
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Frank A. Lopez is based at the Edward Jones branch located at 6700 N Oracle Rd, Unit 409, Tucson, AZ 85704. This address positions him within the northern part of Tucson. The branch's specific unit (Unit 409) suggests it might be located within a larger commercial property, possibly a shopping center or office park. For clients in the Tucson area, this branch provides a convenient physical point of contact. Edward Jones recognizes the importance of accessibility for all clients. The branch is equipped with a wheelchair-accessible car park and wheelchair-accessible entrance, ensuring that individuals with mobility challenges can visit comfortably. Furthermore, a toilet facility is available on the premises. These features are important considerations for anyone planning to visit the office, ensuring that the environment is welcoming and functional for everyone.
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Recommended Actions for Potential Clients
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For individuals seeking financial advice in the Tucson area, Edward Jones and advisors like Frank A. Lopez offer a structured approach. It is highly recommended to schedule an appointment to ensure dedicated time for discussing your specific financial concerns. Appointments allow the advisor to thoroughly understand your situation and provide focused attention. This is particularly important given the complexity of financial matters. You can contact the Tucson branch using the provided phone number: 5207427514. Alternatively, you can reach out through the official Edward Jones website link provided: edwardjones.com. Preparing for your appointment is advisable. Consider compiling your financial information beforehand (bank statements, investment accounts, insurance details, income records) and clearly define your financial goals and questions. This preparation maximizes the value of your meeting with Mr. Lopez or the Edward Jones team.
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Reputation and Client Feedback
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Edward Jones maintains a strong reputation built on decades of service, emphasizing integrity and financial education. The firm's overall market presence is substantial, contributing to client trust. Regarding Frank A. Lopez specifically, while comprehensive client reviews are not publicly listed, the firm itself holds a 5/5 average rating based on reviews available through Google My Business. This high average suggests a generally positive client experience associated with the Edward Jones brand and its advisors within the network. Edward Jones encourages client feedback as part of its commitment to improvement and transparency. While there might be only one review currently listed on Google My Business, the firm's track record and the high average rating indicate a consistent focus on client satisfaction.
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Edward Jones: A Trusted Financial Partner
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Edward Jones distinguishes itself through a time-tested approach to financial advising. The firm focuses on building long-term relationships with clients, emphasizing financial literacy and ethical practices. Advisors like Frank A. Lopez are part of a larger network, offering resources and support alongside individual expertise. This combination of personalized service and institutional backing provides a robust foundation for clients seeking professional financial guidance. Financial planning is a complex field requiring ongoing learning and adaptation to market changes. Edward Jones's commitment to continuous education for its advisors, coupled with its established branch network, positions it as a reliable partner for individuals navigating their financial journey. Whether you are starting out, accumulating wealth, or planning for retirement, Edward Jones aims to provide the guidance and tools necessary for informed decision-making.
",
"summary": "Edward Jones Financial Advisor Frank A. Lopez provides personalized investment services in Tucson with accessible branch facilities. Highly rated by the firm.",
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