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Edward Jones - Financial Advisor: Jaime S Phillips
Appleton, Outagamie

Financing specialist
 : 
Edward Jones - Financial Advisor: Jaime S Phillips

Appleton, Outagamie

Prices

Contact this professional to discuss your project details and price.
About Edward Jones - Financial Advisor: Jaime S Phillips
Professional experience
Title: Jaime S Phillips - Your Trusted Financial Advisor at Edward Jones Description: Edward Jones proudly presents Jaime S Phillips as a dedicated and experienced Financial Advisor in Appleton, WI. With a passion for helping individuals and businesses achieve their financial goals, Jaime provides personalized advice and tailored strategies to ensure financial success. As an Edward Jones Financial Advisor, Jaime is committed to building long-term relationships based on trust and understanding. By taking the time to thoroughly assess each client's unique financial situation, she develops personalized solutions that align with their objectives and aspirations. Services Offered: 1. Business Retirement Plans: Jaime understands the importance of planning for a secure and comfortable retirement. With her expertise in business retirement plans, she can guide entrepreneurs and small business owners in creating strategies to maximize their savings and reduce tax liabilities. 2. Financial Strategies: Jaime believes that a solid financial strategy is the foundation of a successful future. She works closely with her clients to develop comprehensive plans tailored to their individual needs, whether it's saving for education, growing wealth, or preserving assets for future generations. 3. Insurance: To protect what matters most, Jaime provides advice on insurance options including life, disability, and long-term care insurance. By understanding her clients' unique circumstances, she helps them select the most suitable insurance coverage to ensure financial security. 4. Estate Considerations: Estate planning can be complex, but with Jaime's guidance, clients can navigate this process with ease. She assists in developing strategies to preserve wealth, minimize estate taxes, and transfer assets to loved ones or charitable organizations. Why Choose Jaime S Phillips? Jaime's extensive knowledge, dedication, and personalized approach set her apart as a trusted financial advisor. With a deep understanding of the local Appleton market and a commitment to ongoing professional development, she stays well-informed about the latest trends and strategies in the financial industry. Contact Jaime S Phillips: To schedule a consultation or learn more about how Jaime can help you achieve your financial goals, please contact her at (*information hidden*Her office is conveniently located at 201 W Northland Ave Suite C, Appleton, WI *information hidden*. Let Jaime S Phillips and Edward Jones guide you towards a secure and prosperous financial future. Don't hesitate, take the first step today!

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Location

Appleton, Outagamie (54911)

Important to know

  • 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
  • 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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