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Edward Jones - Financial Advisor: Audrey C Dake
Granbury, Hood

Financing specialist
 : 
Edward Jones - Financial Advisor: Audrey C Dake

Granbury, Hood

Prices

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About Edward Jones - Financial Advisor: Audrey C Dake
Professional experience
Audrey C Dake is a dedicated and experienced Financial Advisor at Edward Jones, serving the community of Granbury, TX. With a passion for helping individuals achieve their financial goals, Audrey is committed to providing personalized advice and guidance to her clients. As a Certified Financial Planner (CFP®), Audrey possesses a deep understanding of the intricacies of financial planning. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, Audrey has the knowledge and expertise to assist you in making informed decisions. At Edward Jones, Audrey believes in the power of face-to-face conversations when it comes to financial matters. She understands that every individual's financial situation is unique and requires personalized attention. By taking the time to listen and understand her clients' goals and aspirations, Audrey tailors her recommendations to their specific needs, ensuring a comprehensive and effective financial plan. One of the key areas of expertise Audrey offers is retirement planning. With the ever-changing landscape of retirement options, such as 401(k) or IRA, it can be overwhelming to navigate the choices available. However, with Audrey by your side, you can have peace of mind knowing that she will guide you through the process, helping you choose the most suitable plan based on your individual circumstances and objectives. In addition to retirement planning, Audrey also specializes in a wide range of investment strategies. Whether you are looking for conservative, moderate, or aggressive investment approaches, Audrey can help you understand the risks and rewards associated with each option. With access to a variety of investment plans and tools, she ensures that her clients have an array of choices to optimize their portfolios. Audrey's dedication to her clients is evident through her commitment to ongoing communication and education. She believes in empowering her clients with the knowledge and resources they need to make informed financial decisions. By providing regular updates, market insights, and educational seminars, Audrey ensures her clients stay well-informed and confident in their financial journey. If you are seeking personalized financial advice and want to work with a trusted professional who has your best interests at heart, Audrey C Dake, a Financial Advisor at Edward Jones, is here to support you. Contact Audrey for a face-to-face conversation and take the first step towards achieving your financial goals.

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Location

Granbury, Hood (76049)

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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