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Edward Jones - Financial Advisor: Len Fischman, AAMS®
Georgetown, Williamson

Financing specialist
 : 
Edward Jones - Financial Advisor: Len Fischman, AAMS®

Georgetown, Williamson

Prices

Contact this professional to discuss your project details and price.
About Edward Jones - Financial Advisor: Len Fischman, AAMS®
Professional experience
Edward Jones - Financial Advisor: Len Fischman, AAMS Len Fischman is an experienced Financial Advisor with Edward Jones, serving the Georgetown, TX community. With his expertise and commitment to delivering personalized financial advice, Len helps his clients achieve their goals and secure their financial future. Len's journey in the finance industry began after his retirement from the United States Air Force, where he served as a Lieutenant Colonel. With a strong background in military leadership and a deep understanding of the value of discipline and strategic planning, Len brings a unique perspective to his role as a Financial Advisor. Len's dedication to continuous learning is evident through his attainment of the AAMS (Accredited Asset Management Specialist) designation from the College for Financial Planning. This designation demonstrates Len's specialized knowledge in asset management and his commitment to providing the highest level of service to his clients. As a financial advisor at Edward Jones, Len believes in the importance of face-to-face conversations to truly understand his clients' needs and build strong, long-lasting relationships. He takes the time to listen attentively, gaining a comprehensive understanding of his clients' financial objectives, risk tolerance, and time horizons. By taking into account his clients' unique circumstances, Len provides tailored solutions and helps them navigate the complexities of the financial markets. Whether his clients are planning for retirement, funding their child's education, or seeking strategies to grow their investments, Len offers comprehensive financial guidance and expertise. He develops personalized financial plans, incorporating a diverse range of products and services, including retirement planning, insurance solutions, and investment management. Len's commitment to exceptional client service extends beyond the initial plan implementation. He regularly reviews his clients' financial situation, ensuring their goals are on track and making adjustments as needed. Len believes in the power of education and strives to empower his clients with the knowledge they need to make informed decisions about their financial future. If you are looking for a trusted and experienced Financial Advisor in Georgetown, TX, Len Fischman at Edward Jones is here to help. Contact him today at (*information hidden*or visit the website to learn more about his services and schedule a consultation. Remember, at Edward Jones, your financial goals deserve the personal attention and guidance that Len Fischman, AAMS, can provide.

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Location

Georgetown, Williamson (78628)

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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