Edward Jones - Financial Advisor: Paul A Clapp, AAMS™ - Terre Haute, Indiana

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Edward Jones – Financial Advisor: Paul A Clapp, AAMS™ – A Comprehensive Overview

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For individuals and families seeking comprehensive financial planning and investment guidance, Edward Jones presents a trusted and established resource. Specifically, Paul A. Clapp, AAMS™, serves as a dedicated financial advisor at the Terre Haute, Indiana branch located at 1318 Ohio St # 3, Terre Haute, IN 47807. He offers personalized solutions tailored to meet the unique needs and goals of his clients. This document provides a detailed examination of Mr. Clapp’s services, location, contact information, and relevant details for prospective clients.

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About Paul A. Clapp, AAMS™

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Paul A. Clapp holds the designation of AAMS™ (Accredited Asset Management SpecialistSM), signifying a commitment to ongoing professional development and expertise in investment management. His experience within Edward Jones is rooted in a client-centric approach, prioritizing long-term relationships and a deep understanding of each client’s financial situation. As a financial consultant, Mr. Clapp assists clients with a wide range of services, including retirement planning, education savings, estate planning, and income tax planning. He’s adept at translating complex financial concepts into easily understandable terms, fostering transparency and confidence with his clients.

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Specialties and Services Offered

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Mr. Clapp’s core competencies encompass several key areas within the financial services landscape:

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• Financial Consultant: He provides strategic advice to help clients achieve their financial objectives.

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• Finance Broker: He facilitates the arrangement of various financial products and services to best suit client needs.

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• Investment Service: He offers investment management services, including portfolio construction and ongoing monitoring.

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• Stock Broker: He assists clients in buying and selling stocks and other securities.

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Beyond these core specialties, Mr. Clapp specializes in comprehensive financial planning, taking a holistic view of a client's finances. This includes:

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• Retirement Planning: Developing strategies to ensure a comfortable retirement.

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• Education Savings: Establishing plans to fund future educational expenses.

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• Estate Planning: Working with clients to plan for the transfer of assets and the preservation of wealth.

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• Tax Planning: Identifying opportunities to minimize tax liabilities and maximize after-tax returns.

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Location and Accessibility

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The Edward Jones office where Paul A. Clapp operates is situated at 1318 Ohio St # 3, Terre Haute, IN 47807. This location is easily accessible, and the office provides several accessibility features to ensure inclusivity for all clients:

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• Wheelchair Accessible Entrance

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• Wheelchair Accessible Parking Lot

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• Wheelchair Accessible Restroom

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• Restroom

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Appointments are highly recommended to ensure dedicated time and attention for each client. Clients can schedule appointments by calling 22342970.

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Contact Information

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Phone: 22342970

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Website: edwardjones.com

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Client Feedback and Reputation

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Currently, the Edward Jones office under Paul A. Clapp’s guidance has 0 reviews on Google My Business. Consequently, the average opinion is 0/5. While this lack of reviews presents a challenge, it doesn’t diminish the firm’s commitment to providing quality service. Edward Jones consistently earns high marks for its stability, trustworthiness, and individualized approach.

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Additional Points of Interest

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Edward Jones is recognized for its commitment to ethical conduct and client confidentiality. The firm’s business model is designed to foster long-term relationships, emphasizing education and transparency. Clients benefit from a dedicated financial advisor who takes the time to understand their goals and objectives, providing ongoing support and guidance. The company’s stability and history contribute to a sense of security for clients, knowing their investments are managed by a reputable and well-established organization. Further research on the Edward Jones website provides detailed information regarding their investment philosophy and client services. It’s advisable to explore these resources to gain a deeper understanding of the firm’s values and operations.

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"summary": "Paul A. Clapp at Edward Jones in Terre Haute, IN, offers personalized financial consulting, investment services, and comprehensive financial planning to clients, prioritizing long-term relationships and client needs.",
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