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Edward Jones - Financial Advisor: Jim Fisher, AAMS®
Manchester, Delaware

Financing specialist
 : 
Edward Jones - Financial Advisor: Jim Fisher, AAMS®

Manchester, Delaware

Prices

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About Edward Jones - Financial Advisor: Jim Fisher, AAMS®
Professional experience
6. Title: Edward Jones - Financial Advisor: Chad Metzger Description: Meet Chad Metzger, a dedicated Edward Jones Financial Advisor serving the Lima-Van Wert-Celina area. With a focus on retirement planning and legacy & estate strategies, Chad is committed to helping his clients achieve their financial goals and prepare for unexpected life events. In today's ever-changing financial landscape, it's crucial to have a trusted advisor by your side. With Chad's expertise and personalized approach, you can be confident that your financial future is in good hands. As a Financial Advisor at Edward Jones, Chad understands the unique needs and aspirations of his clients. He takes the time to develop a comprehensive understanding of their financial situation, goals, and risk tolerance. This enables Chad to create tailored strategies that align with their objectives and help them navigate the complexities of the financial world. One of Chad's areas of specialization is retirement planning. He recognizes the importance of having a solid plan in place to ensure a comfortable and fulfilling retirement. Whether you're just starting your career or approaching retirement age, Chad can assist you in developing a personalized retirement strategy that considers factors such as income needs, investment options, and tax implications. In addition, Chad is well-versed in legacy and estate strategies. He helps clients identify their wealth transfer goals and implement strategies to preserve and transfer their assets to future generations in a tax-efficient manner. By working closely with estate planning professionals and leveraging Edward Jones' resources, Chad ensures that his clients have a comprehensive plan in place to protect their family's financial well-being and leave a lasting legacy. As a Financial Advisor at Edward Jones, Chad adheres to a client-first philosophy. He believes in fostering long-term relationships built on trust, integrity, and open communication. This allows him to provide ongoing guidance and support as his clients' financial situations evolve. Don't leave your financial future to chance. Contact Chad Metzger, an experienced Edward Jones Financial Advisor, to schedule a face-to-face conversation and take control of your financial journey. Together, you can create a plan that puts you on the path to achieving your goals and securing your financial legacy.

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Location

Manchester, Delaware (52057)

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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