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Edward Jones - Financial Advisor: Marcus D Smith
Omaha, Douglas

Financing specialist
 : 
Edward Jones - Financial Advisor: Marcus D Smith

Omaha, Douglas

Prices

Contact this professional to discuss your project details and price.
About Edward Jones - Financial Advisor: Marcus D Smith
Professional experience
Title: Edward Jones - Financial Advisor: Marcus D. Smith Description: Map · 3531 N 162nd Ct. Omaha, NE *information hidden*West Omaha. Directions · (*information hidden*Call Now · Known For · From the Business. Specialties. During these uncertain times, having a trusted financial advisor by your side can make all the difference. Meet Marcus D. Smith, a dedicated and experienced financial advisor at Edward Jones in Omaha, Nebraska. With over 14 years of industry experience, Marcus Smith is well-equipped to provide personalized financial advice tailored to your unique needs and goals. From retirement planning to education savings to tax planning strategies, Marcus is here to help guide you towards a secure and successful financial future. At Edward Jones, we understand that each individual's financial situation is unique. That's why Marcus takes the time to listen to your goals, concerns, and aspirations before crafting a customized financial plan. By taking a comprehensive approach, Marcus ensures that all aspects of your financial life are considered, giving you confidence and peace of mind. One of Marcus's specialties is helping individuals effectively prepare for retirement. Whether you are just starting your career or are already well on your way towards retirement, Marcus can assist in developing a personalized retirement strategy that aligns with your lifestyle and ambitions. Additionally, Marcus recognizes the importance of saving for education expenses. With the rising costs of tuition, it is crucial to have a solid plan in place to fund your or your loved one's education. Marcus can help you explore options such as 529 plans, education savings accounts, and other investment strategies to make education more accessible and affordable. Being a tax-smart investor is another area where Marcus can provide valuable guidance. Through careful analysis and knowledge of the tax code, Marcus can help you optimize your investments to minimize tax liabilities and maximize your overall return. As a financial advisor at Edward Jones, Marcus D. Smith is committed to providing exceptional service and building long-lasting relationships with his clients. With integrity, transparency, and a genuine passion for helping others, Marcus is dedicated to helping you achieve financial success. Contact Marcus D. Smith at Edward Jones in Omaha, NE today at (*information hidden*to schedule a consultation. Let Marcus help you navigate the complexities of financial planning and empower you to make informed decisions that can positively impact your future.

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Location

Omaha, Douglas (68116)

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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