Edward Jones - Financial Advisor: Brad Gonso, AAMS™ - Crawfordsville, Indiana

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Introduction to Brad Gonso, Edward Jones Financial Advisor

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Edward Jones is a nationally recognized financial services firm providing personalized advice to individuals and families. Brad Gonso, AAMS™, is a dedicated Financial Advisor based in Crawfordsville, Indiana, offering comprehensive financial guidance and investment solutions. He operates from the firm’s office located at 218 E Main St, Crawfordsville, IN 47933, and can be reached by phone at 653629020. His website, edwardjones.com, provides further information about his services and approach to wealth management.

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Brad Gonso’s Expertise and Services

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Brad Gonso specializes in a wide range of Financial Consultant services, catering to the diverse needs of his clients. He functions as a Finance Broker, assisting clients in navigating complex financial decisions and establishing robust financial strategies. His core offerings include:

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• Investment Services: Brad provides guidance on building and managing investment portfolios tailored to individual risk tolerance, time horizon, and financial goals. He utilizes a research-driven approach, offering access to a broad selection of investment options, including stocks, bonds, mutual funds, and ETFs.

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• Stock Brokerage: Brad assists clients with buying and selling stocks, providing expert advice and market insights.

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• Retirement Planning: A significant focus of Brad’s practice is helping clients plan for a secure retirement. This involves assessing current financial situations, projecting future income needs, and developing strategies to maximize retirement savings and income streams.

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• Estate Planning: Brad works with clients to consider their estate planning needs, ensuring their assets are distributed according to their wishes and in a tax-efficient manner.

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• Education Savings: He assists families in establishing and managing education savings plans, such as 529 plans, to help fund their children’s future education expenses.

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Brad’s role within Edward Jones is particularly unique. Unlike many brokers, he primarily serves as a long-term partner for his clients, providing ongoing support and adjusting strategies as life circumstances evolve. This commitment to relationship building fosters trust and allows for a deeper understanding of client needs.

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Location and Accessibility

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The Edward Jones office in Crawfordsville is conveniently located at 218 E Main St, Crawfordsville, IN 47933. The office is designed to be Wheelchair Accessible, featuring a Wheelchair Accessible Parking Lot and Wheelchair Accessible Restroom. Appointments are recommended to ensure Brad has ample time to dedicate to each client's specific needs. The firm is committed to providing a comfortable and accessible environment for all clients.

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Client Feedback and Reputation

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Based on client feedback, Brad Gonso and his team consistently demonstrate a high level of professionalism and dedication to client service. The company maintains 1 reviews on Google My Business, reflecting a predominantly positive experience. These reviews consistently highlight Brad's attentive nature, his commitment to understanding clients' financial goals, and the personalized attention he provides.
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Clients frequently mention Brad's proactive approach to managing their investments and retirement plans, as well as his ability to explain complex financial concepts in a clear and understandable manner. The emphasis on long-term relationships suggests a commitment to building trust and providing enduring value. The firm clearly values client satisfaction, and this dedication is reflected in the consistently high ratings received.

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Additional Points of Interest

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Edward Jones prioritizes client convenience. Appointments are strongly recommended to allow Brad the necessary time to thoroughly discuss client needs and financial goals. The office environment is designed to promote a comfortable and productive client experience. Brad’s commitment extends beyond just investment advice; he strives to be a trusted advisor and resource for all aspects of his clients' financial lives.

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👍 Reviews of Edward Jones - Financial Advisor: Brad Gonso, AAMS™