Edward Jones - Financial Advisor: Brian D Clay, AAMS™ - New Haven, Indiana

Edward Jones – Financial Advisor: Brian D Clay, AAMS™ – A Comprehensive Overview

For individuals and families seeking expert financial guidance and personalized investment strategies, Edward Jones – Brian D Clay, AAMS™ offers a dedicated and accessible service. Located at 969 Werling Rd, New Haven, IN 46774, United States, Mr. Clay’s office provides a welcoming environment for those looking to secure their financial future. This detailed overview will illuminate the key aspects of his services, location details, and valuable information for prospective clients. Mr. Clay’s commitment to building long-term relationships is a cornerstone of his approach, emphasizing a consultative process rather than a product-driven one.

Brian D Clay, AAMS™, brings a wealth of experience to Edward Jones, focusing on helping clients achieve their financial goals. His credentials, including the designation of AAMS (Accredited Asset Management Specialist), signify a high level of expertise and professionalism within the investment industry. He specializes in a range of financial advisory services, catering to diverse needs, including retirement planning, investment management, estate planning, and education funding. Mr. Clay’s role isn’t simply to sell investments; it’s to understand a client’s unique circumstances, risk tolerance, and objectives, then develop a tailored plan to help them reach those goals.

Specialties: Edward Jones under Brian D Clay’s leadership offers a robust suite of services, encompassing:

• Financial Advisor: Providing comprehensive financial planning assistance, encompassing budgeting, debt management, and overall financial well-being.
• Finance Broker: Facilitating the acquisition of various financial products, including insurance and mortgages, to complement investment strategies.
• Investment Service: Managing investment portfolios designed to align with individual risk profiles and financial objectives.
• Stock Broker: Executing trades in stocks and other securities on behalf of clients, though always within the context of a broader, holistic financial plan.

Location and Accessibility: The office at 969 Werling Rd in New Haven, Indiana, is designed with client convenience in mind. It’s easily accessible and features several key amenities:

• Address: 969 Werling Rd, New Haven, IN 46774
• Phone: 2604938885
• Website: edwardjones.com
• Wheelchair-Accessible Car Park: Ensuring convenient access for clients with mobility challenges.
• Wheelchair-Accessible Entrance: Providing seamless entry into the office.
• Wheelchair-Accessible Toilet: Offering comfort and convenience for all visitors.
• Appointment Required: Promoting a focused and productive client experience.
• Appointments Recommended: Encouraging clients to schedule dedicated time for in-depth consultations.

Client Experience and Reviews: Currently, the Edward Jones office at this location has 0 reviews on Google My Business. This represents an opportunity for Mr. Clay and his team to showcase their commitment to client satisfaction. While the lack of reviews doesn't necessarily reflect the quality of service, it does highlight the potential for positive feedback as more clients share their experiences. Mr. Clay consistently prioritizes building strong relationships based on trust and open communication.

Key Features and Benefits: Working with Brian D Clay at Edward Jones offers several distinct advantages:

• Personalized Financial Planning: Strategies tailored to individual circumstances and goals.
• Long-Term Relationship Focus: A commitment to ongoing support and guidance.
• Comprehensive Service Offering: A wide range of financial products and services under one roof.
• Experienced Professional: Mr. Clay’s AAMS designation and years of experience provide confidence and expertise.
• Community-Focused Approach: Strong ties to the New Haven community.

Recommendations for Prospective Clients: Individuals and families seeking a trustworthy and knowledgeable financial advisor should consider contacting Brian D Clay at Edward Jones. To schedule an appointment, clients are encouraged to call the office at 2604938885 or visit the website: edwardjones.com. It's advisable to arrive with a list of questions and any existing financial documents to facilitate a productive discussion. The office’s accessibility features further enhance the client experience, ensuring comfort and convenience. Ultimately, Edward Jones – Brian D Clay, AAMS™ provides a solid foundation for achieving long-term financial success.