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Edward Jones - Financial Advisor: Bradford M Smith
Temecula, Riverside

Financing specialist
 : 
Edward Jones - Financial Advisor: Bradford M Smith

Temecula, Riverside

Prices

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About Edward Jones - Financial Advisor: Bradford M Smith
Professional experience
Brad Smith, Financial Advisor Slide 1: Welcome to the presentation on Brad Smith, a dedicated Financial Advisor at Edward Jones. With his expertise and commitment to helping clients achieve their financial goals, Brad is ready to provide you with the personal financial advice and guidance you need. Slide 2: About Brad Smith: - Brad Smith is a Financial Advisor affiliated with Edward Jones, a renowned investment firm. - He is located in Littleton, NC, serving the local community and surrounding areas. - Brad is passionate about helping individuals and families make informed financial decisions. Slide 3: Services Offered: - Retirement Planning: Brad specializes in developing comprehensive retirement plans tailored to meet the unique needs and goals of his clients. - Investment Management: He assists clients in managing their investments, ensuring they are aligned with their financial objectives. - Financial Planning: Brad provides personalized financial planning services, helping clients navigate their financial journeys. Slide 4: Why Choose Brad Smith? 1. Experience: With years of experience in the financial industry, Brad possesses a deep understanding of market trends and investment strategies. 2. Personalized Approach: He believes that every individual deserves a customized financial plan, based on their specific circumstances and goals. 3. Trust and Integrity: Brad values trust and integrity, building long-term relationships with his clients based on transparency and open communication. 4. Comprehensive Solutions: Whether it's retirement planning, investment management, or financial planning, Brad offers a wide range of solutions to meet diverse needs. Slide 5: Client Testimonials: "Brad Smith's guidance helped me make informed investment decisions, and I feel confident about my financial future." - John M. "Brad has been instrumental in helping me plan for retirement and guiding me towards a secure financial path." - Sarah D. Slide 6: Contact Information: To schedule a personalized consultation with Brad Smith, please use the following contact information: - Phone: XXX-XXX-XXXX - Email: [email protected] Slide 7: Thank you for joining us today! Remember, with Brad Smith as your Financial Advisor, you can expect a personalized and comprehensive approach to achieve your financial goals.

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Location

Temecula, Riverside (92590)

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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