Edward Jones - Financial Advisor: Eric Unverfehrt - Nashville, Illinois

Introduction to Edward Jones and Eric Unverfehrt

For individuals and families seeking comprehensive financial guidance, Edward Jones stands as a trusted and established name. Mr. Eric Unverfehrt is a dedicated Financial Advisor located in Nashville, Illinois, and he offers personalized services to help clients achieve their financial goals. Edward Jones operates on a unique model, prioritizing long-term relationships and a deep understanding of each client’s individual circumstances. Mr. Unverfehrt’s approach mirrors this philosophy – he believes in taking the time to truly get to know his clients, allowing him to craft tailored strategies designed to meet their specific needs.

Eric Unverfehrt’s Credentials and Specialties

Mr. Unverfehrt holds the designations of a Financial Consultant, a Finance Broker, and a Stock Broker, demonstrating a broad range of expertise within the financial industry. He possesses a strong understanding of investment principles, retirement planning, estate planning, and insurance needs. His services extend beyond simply buying and selling securities; he focuses on building a holistic financial plan that encompasses all aspects of a client’s financial life.

Location and Accessibility

Mr. Unverfehrt’s office is conveniently situated at 541 E St Louis St, Nashville, IL 62263. Recognizing the importance of accessibility, the office is designed to accommodate clients with disabilities. Specifically, the facility features:

• A wheelchair-accessible car park, ensuring ease of arrival for clients requiring assistance.
• A wheelchair-accessible entrance, providing seamless access to the main office area.
• A wheelchair-accessible toilet, demonstrating a commitment to inclusivity.
• Standard toilets are also available.

Service Offerings and Client Focus

Mr. Unverfehrt’s core services include:

• Investment Service: He helps clients select appropriate investments based on their risk tolerance, time horizon, and financial goals. This includes a wide range of investment options, such as stocks, bonds, mutual funds, and ETFs.
• Stock Brokerage: Mr. Unverfehrt offers brokerage services for clients who wish to trade individual stocks and options.
• Financial Consultant: He provides comprehensive financial planning, including retirement planning, college savings planning, and estate planning.
• Finance Broker: Assisting clients with insurance needs, including life insurance, disability insurance, and long-term care insurance.

A key differentiator for Edward Jones, and for Mr. Unverfehrt specifically, is the emphasis on a conservative, long-term approach to investing. He prioritizes understanding a client’s values and risk tolerance before recommending any investment strategies. His goal isn’t to generate short-term gains, but to build a stable and sustainable portfolio that will support clients throughout their lives. He strongly advocates for discretionary services, meaning his compensation is not tied to the products he sells, ensuring his recommendations are always in the client’s best interest.

Client Experience and Reviews

Currently, Edward Jones – Eric Unverfehrt has 0 reviews on Google My Business. This limited feedback underscores the importance of seeking additional information and testimonials from other clients. However, the firm’s longstanding reputation and commitment to client service are indications of a positive experience for many.

Contact Information and Scheduling

To schedule an appointment with Mr. Unverfehrt and discuss your financial needs, we recommend contacting him directly:

• Phone: 6183278980
• Website: edwardjones.com

Additional Points of Interest

Beyond the accessibility features, Mr. Unverfehrt and the Edward Jones office are committed to providing a professional and welcoming environment. Clients can expect personalized attention and a collaborative approach to wealth management. The firm also strives to maintain a strong connection within the Nashville community.

Conclusion

Eric Unverfehrt at Edward Jones offers a solid foundation for individuals and families seeking a trusted and knowledgeable financial advisor. While feedback is currently limited, the firm’s established reputation and commitment to client service suggest a positive experience. We encourage prospective clients to contact Mr. Unverfehrt directly to schedule an appointment and discuss their specific financial goals. His dedication to a long-term, relationship-based approach provides a valuable advantage in today’s dynamic financial landscape. His services aim to provide peace of mind and secure financial futures for his clients.