Edward Jones - Financial Advisor: Mark Payne, CEPA® - Port Charlotte, Florida

Okay, here’s a detailed overview of Edward Jones – Financial Advisor: Mark Payne, CEPA®, designed to be a helpful resource for potential clients:

Introduction to Mark Payne, CEPA®

For individuals and families seeking sound financial guidance, Edward Jones presents a dependable and experienced resource. Mark Payne, CEPA® (Certified Estate Planning Advisor), operates as a Financial Advisor within the Port Charlotte, Florida office. He’s dedicated to helping clients achieve their financial goals through personalized service and a commitment to long-term relationships. Mark’s approach centers on understanding a client’s unique circumstances and crafting tailored strategies to secure their financial future. The office maintains a welcoming and professional atmosphere, focused on building trust and delivering clear, actionable advice.

Location and Contact Information

Mark Payne’s office is strategically located at 4678 Tamiami Trl Suite 101, Port Charlotte, FL 33980. Clients can easily reach him by phone at 941-743-5365. Furthermore, individuals can access comprehensive information and connect with Mark through the Edward Jones website: edwardjones.com. The website provides access to educational resources, portfolio tools, and detailed information about Mark’s services.

Specialties and Services Offered

Mark Payne’s expertise encompasses a broad range of Financial services. He functions as a Financial Consultant, assisting clients with budgeting, retirement planning, and education savings. As a Finance Broker, he can help with various financial needs, including insurance and estate planning. Mark also offers Investment Services, providing guidance on stocks, bonds, mutual funds, and other investment vehicles. He’s a Stock Broker, capable of executing trades on behalf of clients while always prioritizing their best interests. His role isn’t simply transactional; it's about developing a holistic plan.

Points of Interest & Accessibility

The Edward Jones office in Port Charlotte prioritizes client convenience. The facility features Wheelchair accessible parking lot and a Wheelchair accessible restroom. Restrooms are available for client use. Appointments are strongly recommended to ensure Mark can dedicate his full attention to each client’s needs. The office environment is designed to foster a comfortable and productive consultation experience.

Client Feedback & Reputation

Edward Jones consistently receives positive feedback regarding its team and service quality. The company currently holds 5 reviews on Google My Business, with an impressive Average opinion of 4.8/5. This reflects a commitment to client satisfaction and a dedication to providing honest, straightforward advice. The feedback suggests a focus on building genuine relationships and delivering results.

Recommendation

For those seeking a trustworthy and knowledgeable Financial Advisor, Mark Payne at Edward Jones is an excellent choice. His experience, combined with the firm's commitment to personalized service, makes him well-suited to help clients navigate the complexities of their financial lives. We encourage prospective clients to explore Mark’s services further through his website: edwardjones.com and schedule an appointment to discuss your individual financial goals.

👍 Reviews of Edward Jones - Financial Advisor: Mark Payne, CEPA®

Anand D.

5/5

Mark Payne and the office manager Sandy are great. Sandy is always pleasant on the phone and Mark is always a gentleman and gives me straight answers and honest suggestions about my investment options. Great people!

Signs B. A.

5/5

Great investment company.

Karla R.

5/5

Sharon D.

5/5

tom M.

4/5