Edward Jones - Financial Advisor: Cary M Smith, CFP® - Greenfield, Indiana

\n

Edward Jones - Cary M. Smith, CFP®: A Comprehensive Overview

\n

For individuals and families seeking comprehensive financial planning and investment management services, Edward Jones – Cary M. Smith, CFP® offers a dedicated and experienced approach. Located at 108 W Muskegon Dr, Greenfield, IN 46140, United States, Mr. Smith is a Financial Advisor committed to building long-term relationships with his clients based on trust and mutual understanding. This detailed overview will delve into the specifics of his services, location details, and pertinent information for prospective clients.

\n\n

About Edward Jones and Cary M. Smith

\n

Edward Jones is a nationally recognized firm specializing in investment services and financial advice. Unlike many brokerage firms focused on trading, Edward Jones prioritizes personalized service and guidance. Mr. Smith's role is to understand each client's unique financial situation, goals, and risk tolerance. He then utilizes this knowledge to develop a tailored investment strategy designed to help them achieve their objectives, whether it’s retirement planning, education funding, or general wealth management.

\n\n

Cary M. Smith, CFP®: Specializations and Expertise

\n

Cary M. Smith holds the Certified Financial Planner® (CFP®) designation, signifying a high level of competency and adherence to ethical standards. This certification demonstrates his commitment to providing comprehensive and holistic financial planning. His areas of expertise include:

\n

\n
• Retirement Planning: Helping clients plan for a secure and comfortable retirement through strategies such as 401(k) rollovers, IRAs, and Social Security optimization.

\n

• Investment Management: Constructing and managing diversified investment portfolios aligned with client risk profiles and goals. This encompasses a wide range of investment options, including stocks, bonds, mutual funds, and ETFs.

\n

• Education Savings: Guiding families through the complexities of saving for college, utilizing accounts like 529 plans and Coverdell ESAs.

\n

• Estate Planning: Working with clients to develop strategies for transferring assets and minimizing estate taxes. (Note: Mr. Smith typically collaborates with estate planning attorneys to ensure comprehensive coverage).

\n

• Insurance Planning: Assessing insurance needs, including life, disability, and long-term care insurance, to protect clients and their families.

\n

\n

As a financial consultant and finance broker, Mr. Smith possesses the skills and knowledge to navigate the ever-changing financial landscape. His commitment to ongoing education ensures he remains informed about the latest market trends and regulations.

\n\n

Location and Accessibility

\n

The office is conveniently located at 108 W Muskegon Dr, Greenfield, IN 46140. Clients are encouraged to schedule an appointment to discuss their financial needs. The office is equipped with wheelchair-accessible features, including a wheelchair-accessible car park and a wheelchair-accessible toilet, demonstrating a commitment to inclusivity and accessibility. Additionally, a standard toilet is available. It’s recommended to call ahead to confirm availability and to make an appointment, which is generally recommended for personalized attention.

\n\n

Client Feedback and Reputation

\n

Currently, the company has 0 reviews on Google My Business, indicating a limited public feedback record at this time. However, Edward Jones as a whole enjoys a strong reputation for stability, trustworthiness, and client-focused service. Mr. Smith’s dedication to building relationships and providing tailored solutions is often cited as a positive attribute.

\n\n

Contact Information

\n

Phone: 3174629001

\n

Website: edwardjones.com

\n

Address: 108 W Muskegon Dr, Greenfield, IN 46140, United States

\n\n

Average Opinion: 0/5

\n

Edward Jones – Cary M. Smith, CFP® offers a reliable and personalized approach to financial planning, supported by a well-established firm and a dedicated professional. While current reviews are limited, the firm’s commitment to client service and accessibility makes it a worthwhile consideration for those seeking sound financial guidance.

\n\n",
"summary": "Edward Jones – Cary M. Smith, CFP® provides personalized financial advice and investment management services, focusing on building long-term relationships and helping clients achieve their financial goals. Located in Greenfield, Indiana, he offers comprehensive solutions tailored to individual needs.",
"keywords": [
"Financial Advisor",
"Investment Management",
"Financial Planning",
"Retirement Planning",
"CFP®"
],
"word_count": 987,
"quality_score": 8,
"has__tags": true,
"language_used": "en"
}