Edward Jones - Financial Advisor: Jared D Kohn, CFP®|ChFC®|ABFP™ - Lutz, Florida

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Edward Jones - Jared D Kohn, CFP®|ChFC®|ABFP™: A Trusted Financial Advisor

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For individuals and families seeking comprehensive financial planning and investment management, Edward Jones presents Jared D Kohn, CFP®|ChFC®|ABFP™, as a dedicated and knowledgeable financial advisor. Located at 18932 N Dale Mabry Hwy, Lutz, FL 33548, United States, Mr. Kohn offers personalized services designed to help clients achieve their long-term goals. This detailed overview will furnish potential clients with essential information regarding his services, location, contact details, and the overall experience offered by Edward Jones.

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About Jared D Kohn

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Jared D Kohn is a seasoned financial advisor with a strong commitment to building lasting relationships with his clients. He holds several professional designations, including Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), and Accredited Benefit Finance Professional™ (ABFP™), demonstrating a deep understanding of various financial instruments and strategies. These credentials signify a rigorous educational and examination process, ensuring a high level of expertise and adherence to ethical standards. Mr. Kohn’s approach is fundamentally client-centric, prioritizing open communication and a thorough understanding of each individual’s unique circumstances, objectives, and risk tolerance.

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Specialties and Services

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Mr. Kohn’s practice at Edward Jones specializes in a wide range of financial consulting services, including:

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• Investment Management: Constructing and managing diversified investment portfolios tailored to client goals and time horizons.

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• Retirement Planning: Developing strategies for secure and comfortable retirement, encompassing savings, income planning, and tax optimization.

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• Estate Planning: Collaborating with legal professionals to ensure efficient and effective estate planning, minimizing tax liabilities and protecting assets.

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• Education Savings: Assisting families with saving for college through various options, such as 529 plans.

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• Insurance Planning: Evaluating insurance needs to protect against unforeseen events, including life, disability, and property insurance.

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• Financial Planning for Small Businesses: Providing guidance on business finances, including cash flow management, retirement plans, and succession planning.

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As a representative of Edward Jones, Mr. Kohn operates under a unique business model. He doesn’t sell products from a specific company; instead, he provides unbiased advice based on the client’s needs. This approach fosters trust and ensures that the recommendations align perfectly with the client’s financial situation.

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Location and Accessibility

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The office of Jared D Kohn is conveniently located at 18932 N Dale Mabry Hwy, Lutz, FL 33548. The location is easily accessible and offers several amenities to enhance client comfort and convenience. Notably, the office boasts:

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• Wheelchair-Accessible Car Park: Providing convenient parking for individuals with mobility challenges.

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• Wheelchair-Accessible Toilet: Ensuring accessibility for all clients.

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• Wheelchair-Accessible Entrance: Facilitating easy access to the office.

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• Toilet facilities: Standard restroom facilities are available.

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• Appointments Recommended: To ensure personalized attention and efficient service, appointments are highly recommended.

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The office environment is designed to be welcoming and conducive to open discussion about financial matters.

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Contact Information

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For inquiries or to schedule an appointment, you can reach Jared D Kohn at:

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Phone: 8135758522

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Website: edwardjones.com

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Client Feedback & Reputation

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Currently, Edward Jones - Jared D Kohn, CFP®|ChFC®|ABFP™ has 0 reviews on Google My Business. This indicates a relatively new or nascent online presence regarding client feedback. While a lack of reviews doesn’t necessarily reflect the quality of service, it does represent an opportunity for Mr. Kohn to encourage clients to share their experiences. Edward Jones, as a whole, is known for its stability and long-term commitment to its clients, offering a significant level of reassurance.

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Overall Assessment

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Jared D Kohn at Edward Jones offers a solid foundation for individuals seeking professional investment advice and comprehensive financial planning. His credentials, combined with the stability of the Edward Jones brand and the accessibility of his office, create a compelling package for those looking to achieve their financial goals. While the lack of recent reviews is a minor consideration, the focus on personalized service and unbiased advice remains a key strength. Prospective clients are encouraged to schedule an appointment to discuss their specific needs and explore the possibilities with Mr. Kohn.

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"summary": "Jared D Kohn at Edward Jones provides personalized financial advice and investment management services in Lutz, Florida, prioritizing client relationships and offering a stable, accessible financial planning experience.",
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