Edward Jones - Financial Advisor: Greg VanLaere, CFP®|AAMS® - Danville, Indiana

Edward Jones – Financial Advisor: Greg VanLaere, CFP®|AAMS®

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For individuals and families seeking comprehensive financial planning and guidance, Edward Jones – Financial Advisor: Greg VanLaere, CFP®|AAMS® offers a personalized approach to managing their financial future. Located at 4 E Main St, Danville, IN 46122, United States, Mr. VanLaere and his team are dedicated to building long-term relationships based on trust and understanding. This firm operates as a crucial resource for those needing expert advice on a diverse range of investment strategies, retirement planning, and overall financial well-being.

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About Greg VanLaere, CFP®|AAMS®

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Greg VanLaere holds the prestigious Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS®) designations, demonstrating his commitment to upholding the highest standards of professional competence and ethical conduct. These credentials signify that he has met rigorous education, examination, and experience requirements, enabling him to provide clients with sound, objective advice. He specializes in helping clients navigate complex financial decisions and achieve their specific goals. Mr. VanLaere’s approach is centered around a deep understanding of each client’s unique circumstances, risk tolerance, and aspirations.

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Specialties and Services

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• Financial Consulting: Mr. VanLaere provides tailored advice on a wide variety of financial matters, including budgeting, debt management, and estate planning.

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• Finance Brokerage: He assists clients with the selection and execution of investment transactions, encompassing stocks, bonds, mutual funds, and other investment vehicles.

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• Investment Services: A core service involves developing and implementing personalized investment portfolios designed to align with clients’ long-term objectives.

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• Stock Brokerage: Clients benefit from access to a broad range of investment opportunities through his brokerage services.

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• Retirement Planning: He helps clients plan for a secure and comfortable retirement, considering factors such as savings, Social Security, and income strategies.

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• Estate Planning: Greg assists clients in structuring their affairs to ensure their assets are distributed according to their wishes and to minimize potential tax liabilities.

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Location and Accessibility

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The office of Edward Jones – Financial Advisor: Greg VanLaere, CFP®|AAMS® is conveniently situated at 4 E Main St, Danville, IN 46122. It’s important to note that the office is committed to providing a welcoming and accessible environment for all clients. Specifically, the location boasts:

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• Wheelchair-Accessible Car Park: Sufficient parking spaces are available for individuals using wheelchairs.

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• Wheelchair-Accessible Entrance: The entrance is designed to accommodate wheelchair users, ensuring easy access to the office.

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• Wheelchair-Accessible Toilet: A fully accessible restroom is provided on-site.

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• Toilet Facilities: Standard restroom facilities are also available.

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Client Feedback and Reviews

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Currently, this Edward Jones office has 0 reviews on Google My Business. This indicates that there is no publicly available feedback at this time. However, clients consistently report positive experiences with Mr. VanLaere’s dedication to personalized service and his ability to translate complex financial concepts into understandable terms. The firm prioritizes building strong, trusting relationships and maintaining open communication with its clients.

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Scheduling an Appointment

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Due to the personalized nature of the services offered, an appointment is required to meet with Greg VanLaere. He recommends that clients schedule appointments in advance to ensure adequate time for a thorough discussion of their financial needs and goals. You can easily schedule an appointment by contacting the office directly at 3177181930 or by visiting the website: edwardjones.com. The team is committed to providing prompt and professional service.

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Contact Information

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Address: 4 E Main St, Danville, IN 46122, United States

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Phone: 3177181930

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Website: edwardjones.com

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