Edward Jones - Financial Advisor: Steve Smith, CFP® - Lake City, Florida

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Edward Jones – Financial Advisor: Steve Smith, CFP® – Your Trusted Partner in Financial Wellbeing

For individuals and families seeking personalized financial guidance, Edward Jones is pleased to introduce Steve Smith, CFP® – a dedicated financial advisor committed to helping clients achieve their long-term goals. Mr. Smith operates from the Edward Jones office located at 330 SW Main Blvd, Lake City, FL 32025, United States, and can be reached by phone at 3867586888. You can also learn more and schedule an appointment at his website: edwardjones.com.

Steve Smith, CFP®, brings a wealth of experience to Edward Jones, specializing in a broad range of financial services. His expertise encompasses:

• Financial Consulting: Steve provides comprehensive assessments of your current financial situation, identifying strengths and areas for improvement.
• Finance Brokerage: He assists clients with the execution of investment transactions, including buying and selling stocks, bonds, and mutual funds.
• Investment Services: Steve develops customized investment strategies tailored to individual risk tolerance and financial objectives.
• Stock Brokerage: As a registered stockbroker, he facilitates investment in the stock market.

Key Features & Accessibility:

• Wheelchair Accessibility: The office is equipped with a wheelchair-accessible car park and wheelchair-accessible toilet, demonstrating a commitment to inclusivity.
• Convenient Amenities: Restrooms are available for client convenience.
• Appointment Recommendations: It is highly recommended to schedule an appointment to ensure Steve can dedicate his full attention to your needs.

Current Feedback: Currently, Edward Jones – Steve Smith has 0 reviews on Google My Business, reflecting a nascent online presence. The average opinion is 0/5. This underscores the opportunity for Steve to build a strong reputation through client testimonials and positive feedback.

Why Choose Steve Smith Steve Smith’s approach is rooted in a strong client-centric philosophy. He believes in building long-term relationships based on trust and open communication. He takes the time to understand your unique circumstances, goals, and concerns. His certification as a Certified Financial Planner (CFP®) signifies his commitment to adhering to the highest ethical standards and providing sound financial advice. He focuses on creating a holistic financial plan that addresses everything from retirement savings to estate planning to tax optimization.

Recommended Action: If you are seeking a knowledgeable and trustworthy financial advisor in the Lake City, Florida area, we strongly encourage you to visit Steve Smith’s profile on the Edward Jones website: edwardjones.com. Contact him today to schedule a consultation and discuss how he can help you achieve your financial aspirations.

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