Edward Jones - Financial Advisor: Doug Harrison, CFP®|AAMS™ - Roanoke, Virginia

Edward Jones - Doug Harrison, CFP®|AAMS™: A Trusted Financial Advisor

For individuals and families seeking comprehensive and personalized financial guidance, Edward Jones – Doug Harrison, CFP®|AAMS™ offers a dedicated approach to wealth management. Located at 6711 Peters Creek Rd Suite 203B, Roanoke, VA 24019, Mr. Harrison is readily accessible via phone at 02658629. Clients can also connect with him through the firm’s website: edwardjones.com. This firm specializes in financial consulting, acting as a finance broker, providing investment services, and offering stock brokerage solutions – all tailored to meet the unique needs of each client.

About Doug Harrison, CFP®|AAMS™

Doug Harrison is a seasoned financial advisor with a strong commitment to building long-term relationships based on trust and transparency. Holding the designations of Certified Financial Planner (CFP®) and Accredited Asset Manager Specialist (AAMS™), Mr. Harrison possesses a deep understanding of financial planning principles and investment strategies. He works diligently to help clients achieve their financial goals, whether it’s retirement planning, education funding, estate planning, or simply managing investments effectively. His approach isn’t about pushing specific products; it’s about understanding a client’s current financial situation, their aspirations, and then developing a customized plan to help them get there.

Key Services Offered

Edward Jones, under Doug Harrison’s guidance, provides a wide array of services designed to address various aspects of a client's financial life:

• Investment Management: Mr. Harrison constructs and manages investment portfolios designed to align with a client’s risk tolerance, time horizon, and financial objectives.
• Retirement Planning: He assists clients in planning for a comfortable retirement, considering factors such as income needs, healthcare costs, and Social Security benefits.
• Education Planning: For families with children, Mr. Harrison helps establish savings plans to cover college expenses.
• Estate Planning: He collaborates with estate planning attorneys to ensure clients’ assets are distributed according to their wishes.
• Financial Check-Ups: Regular reviews of a client’s financial plan are conducted to ensure it remains aligned with their evolving needs and goals.

Accessibility and Client Experience

Edward Jones is committed to providing a convenient and accessible experience for all clients. The office at 6711 Peters Creek Rd is equipped with wheelchair accessible parking and a wheelchair accessible restroom, demonstrating a dedication to inclusivity. Appointments are recommended to ensure dedicated time and personalized attention. Furthermore, the firm prioritizes clear communication and strives to make complex financial concepts easy to understand.

Client Feedback and Reputation

Based on client feedback, Edward Jones – Doug Harrison consistently receives high praise for his dedication and expertise. The company maintains two reviews on Google My Business, reflecting a generally positive experience. The average opinion is 4/5, indicating a strong level of satisfaction. Many clients highlight Mr. Harrison’s proactive approach, his ability to build trust, and his commitment to helping them grow their wealth over the long term. A recurring theme in client comments emphasizes his genuine care for their financial well-being and his willingness to go the extra mile to provide exceptional service. Clients appreciate his patient explanations and his ability to adapt his approach to suit individual needs. He consistently demonstrates a profound understanding of his clients’ individual circumstances and tailors his advice accordingly, fostering a sense of security and confidence.

Contacting Doug Harrison

To schedule an appointment or discuss your financial needs, please contact Doug Harrison directly at 02658629 or visit the Edward Jones website: edwardjones.com. We encourage prospective clients to reach out and learn more about how Edward Jones can help them achieve their financial aspirations. His commitment to client success is unwavering, and he welcomes the opportunity to build a lasting partnership.

Summary

Edward Jones – Doug Harrison, CFP®|AAMS™ provides personalized financial consultation, acting as a reliable finance broker with expertise in investment services and stock brokerage. Located in Roanoke, Virginia, and boasting a consistently positive client experience, Doug Harrison is a trusted advisor dedicated to helping individuals and families achieve their long-term financial goals.

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👍 Reviews of Edward Jones - Financial Advisor: Doug Harrison, CFP®|AAMS™

Marie B.

5/5

Doug is an amazing financial planner. We have been working with him since we moved to Virginia over five years ago and he has made sure our investments continue to grow and work hard for us. We have complete trust in his advice and referred our daughter and her new husband to him and they couldn't be happier.

Colby P. (.

3/5