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Edward Jones - Financial Advisor: Emory Jones, CFP®
San Antonio, Conejos

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Edward Jones - Financial Advisor: Emory Jones, CFP®

San Antonio, Conejos

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About Edward Jones - Financial Advisor: Emory Jones, CFP®
Professional experience
Edward Jones - Financial Advisor: Emory Jones, CFP® | ChFC® Slide 1: Thank you for joining us today to learn more about Emory Jones, a highly respected Financial Advisor at Edward Jones. Emory is dedicated to helping clients in the San Antonio area achieve their financial goals through personalized financial advice and guidance. Slide 2: About Emory Jones: - Emory Jones has been with Edward Jones since March 1995, demonstrating his expertise and commitment to delivering exceptional financial advice. - Emory holds the prestigious Certified Financial Planner (CFP®) designation, emphasizing his comprehensive knowledge in the financial planning field. - In addition, Emory is a Chartered Financial Consultant (ChFC®), further highlighting his dedication to providing holistic financial solutions to his clients. Slide 3: Emory's Approach: - Emory believes in the power of face-to-face conversations when it comes to understanding and addressing his clients' financial needs. - He recognizes that every client is unique and tailors his strategies accordingly, ensuring that their financial plans align with their specific goals and aspirations. - Emory focuses on building long-term relationships by providing ongoing support and guidance to his clients throughout their financial journey. Slide 4: Services Offered: - Retirement Planning: Emory specializes in helping clients create comprehensive retirement plans that address their unique financial circumstances and aspirations. - Investment Management: With a deep understanding of the market and investment options, Emory assists clients in making informed investment decisions to grow their wealth. - Estate Planning: Emory helps clients develop effective estate plans that consider their wishes, financial obligations, and legacy goals. - Insurance Solutions: Emory works closely with clients to evaluate and obtain appropriate insurance coverage to protect their assets and loved ones. Slide 5: Why Choose Emory Jones and Edward Jones: - Personalized Approach: Emory takes the time to understand his clients' individual financial needs and provides tailored strategies to help them achieve their goals. - Trust and Integrity: Emory values honesty and transparency in all his client interactions, building trust and fostering long-lasting relationships. - Client-Focused Experience: With a focus on education and communication, Emory ensures his clients are well-informed and confident in their financial decisions. - Comprehensive Solutions: Through Edward Jones' vast resources and expertise, Emory is able to offer a wide range of financial services to meet his clients' diverse needs. Slide 6: Contact Information: - Location: 1020 NE Loop 410, Suite 807, San Antonio, Texas 78209 - Phone: (*information hidden* - Website: [insert website link] Slide 7: Thank you for your time today. If you have any questions or would like to schedule a consultation with Emory Jones, please contact us at the provided phone number or visit our website. We look forward to helping you achieve your financial goals.

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Location

San Antonio, Conejos (81120)

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  • Weekdays  00:00 - 00:00
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Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
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  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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