Edward Jones - Financial Advisor: Jason A Rainey, CFP® - Haubstadt, Indiana

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Introduction to Edward Jones – Jason A Rainey, CFP®

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Edward Jones – Jason A Rainey, CFP® is a reputable and established financial advisory firm dedicated to helping individuals and families achieve their financial goals. Located in Haubstadt, Indiana, Jason Rainey offers personalized financial guidance and investment solutions tailored to meet each client’s unique circumstances. He operates under the umbrella of Edward Jones, a firm renowned for its commitment to long-term relationships and a client-centric approach. Mr. Rainey’s expertise spans a broad range of financial services, making him a valuable resource for those seeking comprehensive financial planning.

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Jason A Rainey, CFP® – A Dedicated Financial Advisor

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Jason A Rainey, CFP®, brings a wealth of knowledge and experience to his role as a Financial Advisor. He is a Certified Financial Planner^SM, signifying his adherence to rigorous professional standards and his commitment to providing sound financial advice. His credentials, coupled with his deep understanding of the financial landscape, allow him to effectively navigate complex financial decisions for his clients. He specializes in Financial Consultant services, acting as a trusted partner in guiding individuals through various stages of their financial lives – from saving for retirement to managing investments, and planning for education and estate planning.

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Location and Contact Information

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The firm’s Address is 121 S Vine St, Haubstadt, IN 47639. Clients can easily reach Mr. Rainey and the office by phone at 26155075. A comprehensive website, edwardjones.com, provides detailed information about the firm, its services, and Jason Rainey's background. It also offers access to various financial tools and resources.

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Services Offered

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Jason Rainey provides a full suite of Finance Broker services, including:

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• Investment Services: He assists clients in building and managing investment portfolios designed to align with their risk tolerance and financial objectives. This encompasses a wide range of investment options, such as stocks, bonds, mutual funds, and ETFs.

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• Stock Brokerage: Mr. Rainey facilitates the buying and selling of stocks on behalf of his clients, providing access to the equity markets.

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• Retirement Planning: He helps clients develop strategies for securing a comfortable retirement, considering factors such as savings, Social Security, and pension plans.

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• Estate Planning: Jason Rainey offers guidance on estate planning matters, helping clients ensure their assets are distributed according to their wishes and in accordance with legal requirements.

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• Education Planning: He assists families in saving for college and other educational expenses.

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• Financial Planning: A cornerstone of his services, Jason provides holistic financial planning, encompassing budgeting, debt management, insurance needs analysis, and tax planning strategies.

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Accessibility and Amenities

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Edward Jones – Jason A Rainey, CFP® is committed to providing a welcoming and accessible environment for all clients. The office is equipped with a Wheelchair accessible entrance, Wheelchair accessible parking lot, and a Wheelchair accessible restroom. Restrooms are also available. Appointments are recommended to ensure dedicated time for personalized consultation. The firm recognizes the importance of convenience and strives to accommodate the needs of all clients. The overall atmosphere encourages a comfortable and trusting relationship, fostering open communication regarding financial matters.

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Client Feedback and Reputation

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Based on feedback from clients, Edward Jones – Jason A Rainey, CFP® has cultivated a strong reputation for professionalism and personalized service. The company maintains 2 reviews on Google My Business, with an Average opinion of 5/5. Clients consistently praise Mr. Rainey’s ability to explain complex financial concepts in a clear and understandable manner. One common theme is his dedication to building strong, long-term relationships built on trust and transparency. He demonstrates a genuine interest in his clients’ financial well-being and consistently goes above and beyond to provide tailored solutions. The emphasis on personal attention and accessibility is a significant differentiator for the firm. It’s evident that clients value the friendly and approachable nature of the office staff, particularly Cindy, who is frequently mentioned for her helpfulness and positive attitude. He prioritizes a personal experience, a welcome change in today's increasingly automated world.

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Conclusion

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For individuals and families seeking a trustworthy and knowledgeable Financial Advisor, Edward Jones – Jason A Rainey, CFP® offers a compelling combination of expertise, personalized service, and a commitment to long-term financial success. His dedication to client relationships, coupled with the resources of Edward Jones, positions him as a valuable partner in navigating the complexities of personal finance.

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