Edward Jones - Financial Advisor: Peggy A Klein, CFP®|ChFC® - Oro Valley, Arizona

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Edward Jones - Peggy A Klein, CFP®|ChFC®: A Comprehensive Overview

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For individuals and families seeking reliable and personalized financial guidance, Edward Jones – Peggy A. Klein, CFP®|ChFC®, presents a compelling option. Located in Oro Valley, Arizona, Ms. Klein offers a dedicated approach to helping clients achieve their long-term financial goals. This detailed overview will delve into her professional background, areas of expertise, the services she provides, and what prospective clients can expect when working with her.

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About Peggy A. Klein

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Peggy A. Klein is a seasoned financial consultant and a Certified Financial Planner™ (CFP®) and a Chartered Financial Consultant® (ChFC®). Her qualifications demonstrate a commitment to upholding the highest standards of ethical and professional conduct within the financial services industry. She has dedicated her career to providing tailored solutions to meet the unique needs of each client. Ms. Klein’s experience extends beyond simply managing investments; she focuses on building long-term relationships based on trust and open communication.

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Location and Contact Information

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Clients can readily connect with Peggy A. Klein at her office located at 10445 N Oracle Rd # 220, Oro Valley, AZ 85737, United States. For convenient communication, her phone number is 5207973812. To learn more about her services and explore her investment philosophy, visit her website at: edwardjones.com.

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Specialties and Services

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Ms. Klein’s areas of expertise encompass a wide range of financial services, including:

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• Investment Services: She assists clients in building and managing diversified investment portfolios designed to align with their individual risk tolerance and financial objectives.

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• Financial Planning: Peggy provides comprehensive financial planning services, addressing areas such as retirement planning, education savings, estate planning, and tax planning.

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• Stock Brokerage: As a stock broker, she facilitates the buying and selling of stocks and other securities on behalf of her clients.

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• Retirement Planning: A significant focus is on helping clients plan for a secure and comfortable retirement, considering factors like income needs, healthcare costs, and legacy planning.

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• Education Planning: She also assists families in saving and planning for the costs associated with higher education.

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Edward Jones operates on a unique relationship-based model. Ms. Klein prioritizes understanding her clients’ individual circumstances and goals before recommending any specific products or strategies. This consultative approach ensures that recommendations are always aligned with the client’s best interests.

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Client Testimonials and Reputation

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Currently, Edward Jones – Peggy A. Klein, CFP®|ChFC® has 6 reviews on Google My Business, boasting an average rating of 3.7/5. These reviews highlight clients’ appreciation for her personalized service, investment expertise, and commitment to building long-term relationships. While the average rating is good, it's important to read the full reviews to gain a comprehensive understanding of client experiences. The company strives to maintain a high level of customer satisfaction and continuously seeks feedback to improve its services.

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Accessibility and Amenities

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For clients with mobility challenges, the office is equipped with a wheelchair-accessible car park and a wheelchair-accessible toilet. Appointments are recommended to ensure adequate time for personalized consultation. The office also features a standard toilet facility. Ms. Klein is dedicated to providing a comfortable and accessible environment for all her clients.

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Key Features and Benefits

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Feature	Description
Relationship-Based Approach	Focuses on understanding client needs and building long-term trust.
Comprehensive Financial Planning	Addresses a wide range of financial goals and needs.
Experienced Professional	Peggy Klein holds CFP® and ChFC® certifications.
Personalized Service	Tailored investment strategies and financial plans.

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In conclusion, Edward Jones – Peggy A. Klein, CFP®|ChFC® offers a reliable and trustworthy source of financial advice and investment management services. Her commitment to client relationships, combined with her extensive experience and qualifications, makes her a valuable resource for individuals and families seeking to achieve their financial aspirations. We encourage prospective clients to schedule an appointment to discuss their specific needs and explore how Ms. Klein can assist them on their financial journey.

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"summary": "Edward Jones - Peggy A. Klein offers personalized financial consulting, investment services, and comprehensive financial planning in Oro Valley, Arizona, prioritizing client relationships and long-term goals.",
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