Edward Jones - Financial Advisor: Steve Weigel, AAMS™ - LaGrange, Indiana

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Edward Jones - Financial Advisor: Steve Weigel, AAMS™ – A Trusted Partner for Your Financial Future

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For individuals and families seeking comprehensive financial planning and investment guidance, Edward Jones – and specifically, Financial Advisor Steve Weigel, AAMS™ – offers a stable and reliable approach to managing their wealth. Located in LaGrange, Indiana, at 206 S Detroit St, Steve provides personalized service tailored to meet each client’s unique circumstances and goals. He operates as a dedicated financial advisor, assisting clients with a broad range of needs, from retirement planning and education savings to estate planning and investment management.

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About Steve Weigel, AAMS™

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Steve Weigel holds the Accredited Asset Management Specialist (AAMS™) designation, signifying his commitment to upholding the highest standards of professional knowledge and ethical conduct within the financial services industry. This designation demonstrates his expertise in investment management, portfolio construction, and client service. His focus is on building long-term relationships based on trust and transparency. He takes a consultative approach, prioritizing understanding his clients’ financial goals – both short-term and long-term – before recommending suitable strategies. Steve’s experience extends to helping clients navigate various life stages, offering tailored advice for everything from initial investment strategies to managing inherited assets. He’s dedicated to providing clear, unbiased advice and ensuring clients feel confident and informed about their financial decisions.

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Services Offered

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Steve Weigel’s practice at Edward Jones encompasses a wide variety of services, including:

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• Investment Management: Steve helps clients build and manage diversified investment portfolios designed to align with their risk tolerance and financial objectives. He utilizes a range of investment options, including stocks, bonds, mutual funds, and ETFs.

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• Retirement Planning: He assists clients in developing comprehensive retirement plans, considering factors such as income needs, savings rates, and potential investment returns.

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• Education Savings: Steve provides guidance on saving for college or other educational expenses through plans like 529 plans.

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• Estate Planning: He works with clients to understand their estate planning needs and connects them with qualified estate planning attorneys to ensure their assets are distributed according to their wishes.

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• Insurance Planning: Steve can discuss various types of insurance needs – life, disability, and long-term care – to help clients protect their financial future.

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• Financial Reviews: Regular reviews are conducted to monitor progress toward goals and make adjustments to the plan as needed.

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Location and Accessibility

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The office of Edward Jones – Steve Weigel, AAMS™ – is conveniently located at 206 S Detroit St, LaGrange, IN 46761. Clients can easily reach Steve by phone at 260-463-8473. The office is committed to providing accessible services to all clients. Specifically, they offer a wheelchair-accessible car park and a wheelchair-accessible toilet. Appointments are required, and clients are strongly encouraged to schedule an appointment in advance to ensure Steve is available to dedicate his full attention to their needs. While walk-ins are generally not accepted, clients can call to discuss urgent matters.

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Client Feedback and Reputation

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Currently, the company has 0 reviews on Google My Business, indicating a limited amount of publicly available feedback at this time. The average opinion is 0/5. However, Edward Jones as an organization has a strong reputation for stability, trustworthiness, and personalized service. Steve Weigel’s commitment to building strong client relationships and providing sound financial advice reflects these core values. We encourage prospective clients to schedule a consultation to experience the benefits of working with a dedicated financial professional.

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Additional Points of Interest

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• Toilet Facilities: Standard toilet facilities are available.

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• Appointment Requirement: Appointments are mandatory.

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• Recommended Appointments: Frequent appointments are encouraged to maintain ongoing communication and review progress.

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Steve Weigel strives to provide a comfortable and productive environment for his clients. He understands the importance of clear communication and building a strong rapport, ensuring clients feel valued and supported throughout their investment journey. His dedication to client service and his expertise in financial planning make him a valuable resource for individuals and families seeking to achieve their financial goals.

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"summary": "Edward Jones Financial Advisor Steve Weigel provides personalized financial planning and investment services in LaGrange, Indiana, focusing on building long-term relationships and guiding clients toward their financial goals.",
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