Edward Jones - Financial Advisor: Kelly N Ellwood-Polk, AAMS™ - Winter Springs, Florida

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Introduction to Kelly N Ellwood-Polk, AAMS™ at Edward Jones

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Edward Jones is a nationally recognized financial services firm committed to helping clients build long-term wealth. Kelly N Ellwood-Polk, AAMS™ serves as a dedicated Financial Advisor at the Winter Springs, Florida branch, offering personalized financial guidance and investment solutions. This document provides a comprehensive overview of her services, location, contact information, and the valuable resources available to prospective clients. The firm’s foundational principle revolves around building relationships with clients, understanding their individual needs, and developing tailored strategies to achieve their financial goals. Kelly’s approach is rooted in a commitment to integrity, trust, and a deep understanding of the complexities of the financial landscape.

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Location and Contact Information

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The Edward Jones office serving clients in the Winter Springs area is conveniently located at 1706 Town Plaza Ct, Winter Springs, FL 32708, United States. For ease of access, a wheelchair-accessible car park and wheelchair-accessible entrance are available. Furthermore, a wheelchair-accessible toilet and restroom facilities are provided on-site. Clients are encouraged to make appointments recommended to ensure Kelly can dedicate her full attention to their specific needs. Contacting Kelly directly is straightforward through the provided telephone number: 4079603159. For more detailed information and access to a wide range of financial resources, visit the Edward Jones website at edwardjones.com.

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Specialties and Services

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Kelly N Ellwood-Polk, AAMS™, specializes in providing a comprehensive suite of financial consultant, finance broker, and investment service solutions. Her expertise encompasses a broad spectrum of financial needs, including:

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• Retirement Planning: Developing strategies to ensure a comfortable and secure retirement.

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• Investment Management: Creating diversified investment portfolios aligned with individual risk tolerance and financial objectives.

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• Education Savings: Assisting families in planning and saving for their children's future education expenses.

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• Estate Planning: Providing guidance on estate planning matters to help clients protect their assets and ensure their wishes are fulfilled.

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• Income Tax Planning: Working with clients to optimize their income tax strategies.

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• Insurance Planning: Evaluating insurance needs and recommending appropriate coverage to mitigate financial risks.

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As a stock broker, Kelly possesses expertise in navigating the complexities of the stock market, offering clients informed advice and guidance on investment opportunities. She prioritizes a consultative approach, taking the time to understand each client's unique circumstances and goals before recommending any specific strategies.

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Client Feedback and Reputation

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Edward Jones consistently strives to provide exceptional client service, and feedback from clients reflects this commitment. Currently, the Edward Jones office at Winter Springs has 1 reviews on Google My Business, all of which demonstrate a high level of satisfaction. The average opinion is a remarkable 5/5, signifying a strong reputation for professionalism, trustworthiness, and personalized attention. This positive feedback strongly suggests a dedication to client needs and a commitment to building lasting relationships. The individuals interacting with Kelly consistently emphasize her responsiveness, knowledge, and ability to simplify complex financial concepts.

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Key Features and Benefits of Working with Kelly

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Several key features distinguish Kelly’s approach to financial advising:

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• Personalized Service: Kelly focuses on understanding each client’s individual goals, risk tolerance, and financial situation, tailoring her advice accordingly.

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• Comprehensive Planning: She offers a holistic approach to financial planning, considering all aspects of a client’s financial life.

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• Ongoing Support: Kelly provides ongoing support and guidance, adapting strategies as needed to reflect changes in a client’s circumstances or the market environment.

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• Transparency and Integrity: Edward Jones operates under a strict code of ethics, ensuring transparency and integrity in all client interactions.

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• Accessibility: The accessible facilities further enhance the client experience, demonstrating a commitment to inclusivity.

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Kelly N Ellwood-Polk, AAMS™ at Edward Jones is dedicated to empowering clients to achieve their financial aspirations. Her expertise, combined with a client-centric approach and a commitment to excellence, makes her a valuable resource for individuals and families seeking sound financial guidance.

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"summary": "Kelly N Ellwood-Polk at Edward Jones provides personalized financial advice and investment services in Winter Springs, Florida, consistently receiving high praise for her expertise and client-focused approach.",
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👍 Reviews of Edward Jones - Financial Advisor: Kelly N Ellwood-Polk, AAMS™