Edward Jones - Financial Advisor: Patricia E Del Bene, AAMS™ - Oviedo, Florida

Edward Jones – Financial Advisor: Patricia E Del Bene, AAMS™ – A Comprehensive Overview

For individuals and families seeking comprehensive and personalized financial planning solutions, Edward Jones – Financial Advisor: Patricia E Del Bene, AAMS™ presents a reliable and experienced resource. Located in Oviedo, Florida, Patricia Del Bene offers a dedicated approach to managing investments, retirement planning, and overall financial well-being. This detailed overview will explore her credentials, services, location details, and key information for prospective clients.

Location and Contact Information

Patricia E Del Bene operates out of a convenient location at 10 Windsormere Wy Ste 200, Oviedo, FL 32765, United States. Clients can easily reach her by phone at 4078914363. Her website, edwardjones.com, provides a wealth of information and resources accessible 24/7.

Patricia E Del Bene, AAMS™ – Credentials and Expertise

Patricia E Del Bene holds the designation of AAMS™ (Accredited Asset Management SpecialistSM), signifying a high level of expertise and commitment to professional standards within the investment industry. This accreditation demonstrates her knowledge in areas such as portfolio management, retirement planning, and estate planning. She is a dedicated financial consultant, working closely with clients to understand their unique financial goals and circumstances. Her role extends beyond simply managing investments; it involves building long-term relationships based on trust and mutual understanding.

Specialties and Services Offered

Edward Jones, and specifically Patricia Del Bene, offers a broad spectrum of financial services, including:

• Investment Services: Patricia assists clients in selecting and managing a diversified portfolio of investments, including stocks, bonds, mutual funds, and ETFs.
• Retirement Planning: She helps individuals and families plan for a secure retirement, considering factors such as income needs, Social Security benefits, and tax implications.
• Financial Planning: Del Bene provides comprehensive financial planning services, encompassing budgeting, cash flow management, debt reduction, and insurance planning.
• Stock Brokerage: Patricia acts as a stock broker, executing trades on behalf of her clients based on their investment objectives.
• Estate Planning: She collaborates with estate planning attorneys to help clients develop strategies for the efficient transfer of assets to future generations.

Accessibility and Amenities

Patricia Del Bene recognizes the importance of accessibility for all clients. The office is wheelchair-accessible, featuring a wheelchair-accessible car park and a wheelchair-accessible toilet. Restrooms are also available on-site. Appointments are recommended to ensure personalized attention and dedicated time for client discussions. The firm prioritizes creating a comfortable and welcoming environment for all visitors.

Client Feedback and Reputation

Currently, Edward Jones – Patricia E Del Bene has 0 reviews on Google My Business. Consequently, the average opinion is 0/5. While this indicates a lack of recent reviews, it’s important to note that Edward Jones generally maintains a strong reputation for stability, integrity, and client service. Patricia Del Bene's commitment to personalized service and her AAMS™ designation suggest a high level of professionalism and expertise. It’s recommended that potential clients seek independent verification of her performance and approach through discussions with existing clients and thorough review of her investment strategies.

Key Features and Benefits of Working with Patricia Del Bene

• Personalized Service: Patricia Del Bene prioritizes building strong, long-term relationships with her clients, offering a tailored approach to financial planning.
• Financial Stability: As an Edward Jones representative, Patricia benefits from the firm's strong financial stability and commitment to client interests.
• Comprehensive Solutions: Edward Jones provides a wide range of financial services under one roof, simplifying the process of managing your finances.
• Experienced Advisor: Patricia's AAMS™ designation and years of experience demonstrate her expertise and dedication to providing sound financial advice.
• Fee-Based Services: Edward Jones operates on a fee-based model, ensuring transparency and alignment of interests with clients.

Recommended Actions for Prospective Clients

Before engaging with Patricia E Del Bene, prospective clients are strongly encouraged to:

• Schedule an Appointment: Contact the office at 4078914363 to arrange a consultation.
• Review Her Investment Philosophy: Discuss her investment approach and ensure it aligns with your risk tolerance and financial goals.
• Verify Credentials: Confirm her AAMS™ designation through the Certified Financial Planner Board of Standards website.
• Understand Fee Structure: Gain a clear understanding of the fees associated with her services.

In conclusion, Edward Jones – Financial Advisor: Patricia E Del Bene, AAMS™ offers a dependable and knowledgeable resource for individuals and families seeking comprehensive financial guidance. While currently lacking recent reviews, her credentials, services, and commitment to personalized service make her a viable option for those in the Oviedo, Florida area. Further research and direct communication are recommended to determine if she is the right fit for your specific financial needs.

",
"summary": "Patricia E Del Bene at Edward Jones provides personalized financial consulting, investment management, and retirement planning services in Oviedo, Florida, prioritizing client relationships and financial stability.",
"keywords": "Financial planning, investment management, retirement planning, financial advisor, investment services",
"word_count": 978,
"quality_score": 8,
"has__tags": "true",
"language_used": "en"
}