Edward Jones - Financial Advisor: Bret W Capps, ChFC®|AAMS™|CRPC™ - Frankfort, Indiana

Edward Jones – Bret W. Capps, ChFC®|AAMS™|CRPC™: A Comprehensive Overview

For individuals and families seeking expert financial guidance, Edward Jones – Bret W. Capps, ChFC®|AAMS™|CRPC™ presents a reliable and personalized approach to wealth management. Located at 1748 E Wabash St, Frankfort, IN 46041, Mr. Capps offers a comprehensive suite of services designed to meet diverse financial needs. This detailed overview will delve into the firm’s offerings, location details, contact information, and the experience it provides to its clients.

Bret W. Capps is a seasoned financial advisor with a strong commitment to building lasting relationships. His credentials – ChFC® (Chartered Financial Consultant), AAMS® (Accredited Asset Management Specialist), and CRPC® (Chartered Retirement Planning Counselor) – demonstrate his deep understanding of various financial disciplines. These certifications signify a dedication to ongoing professional development and a mastery of complex financial concepts.

Specialties and Services Offered

Edward Jones, under Mr. Capps’ leadership, specializes in a wide range of financial consulting and investment services. Here’s a breakdown of the key areas:

• Investment Services: Mr. Capps assists clients in developing customized investment strategies aligned with their financial goals, risk tolerance, and time horizon. This includes a diverse selection of stocks, bonds, mutual funds, and ETFs.
• Financial Planning: Beyond investments, he provides comprehensive financial planning services, encompassing retirement planning, education funding, estate planning, and tax planning.
• Retirement Planning: Mr. Capps helps clients plan for a secure and comfortable retirement by evaluating current savings, projecting future needs, and developing strategies to maximize retirement income.
• Estate Planning: Understanding the importance of preserving wealth and ensuring its proper transfer, he assists clients in establishing estate plans, including wills, trusts, and power of attorney documents.
• Stock Brokerage: As a registered stock broker, Mr. Capps facilitates the buying and selling of stocks and other securities on behalf of his clients.
• Finance Broker: He acts as a trusted finance broker, connecting clients with appropriate insurance products to protect their assets and income.

Location and Accessibility

The Edward Jones office in Frankfort, Indiana, is conveniently situated at 1748 E Wabash St, Frankfort, IN 46041. The firm prioritizes accessibility for all clients. Specifically, the location features:

• Wheelchair Accessible Entrance: Ensuring ease of access for individuals with mobility challenges.
• Wheelchair Accessible Parking Lot: Providing ample accessible parking spaces.
• Wheelchair Accessible Restroom: Offering a fully accessible restroom facility.
• Restroom: A standard restroom is available for all clients.

Appointments and Client Experience

While walk-ins are occasionally accommodated, appointments are strongly recommended to ensure dedicated time and personalized attention. Mr. Capps believes in building strong, long-term relationships with his clients, fostering open communication and trust. He takes a proactive approach to monitoring client portfolios and adapting strategies as needed to align with evolving circumstances. The firm emphasizes a holistic approach to wealth management, considering all aspects of a client’s financial life.

Client Feedback and Reputation

Currently, Edward Jones – Bret W. Capps has 0 reviews on Google My Business, indicating a relatively new or recently reviewed operation. The average opinion is 0/5. This suggests an opportunity for Mr. Capps and the firm to actively solicit and respond to client feedback to enhance their online reputation. Positive reviews are crucial for attracting new clients and demonstrating a commitment to client satisfaction.

Contact Information

To schedule an appointment or to learn more about the services offered, please contact Bret W. Capps at: 656542977. Alternatively, you can visit their website at edwardjones.com. The website provides detailed information about Mr. Capps’ background, investment philosophy, and services.

Key Takeaways

Edward Jones – Bret W. Capps, ChFC®|AAMS™|CRPC™ offers a valuable combination of experienced financial expertise, personalized service, and a commitment to client success. Located in Frankfort, Indiana, and easily accessible, Mr. Capps provides a comprehensive range of investment strategies and financial planning tools to help clients achieve their financial goals. While currently lacking online reviews, this presents an opportunity for the firm to build a strong reputation and establish itself as a trusted resource within the community.

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