Edward Jones - Financial Advisor: Chris Wells, CFP® - Granger, Indiana

Edward Jones Financial Advisor: Chris Wells, CFP®

Edward Jones stands as a prominent financial services firm offering comprehensive financial planning and investment management solutions. Among its dedicated professionals is Chris Wells, a Certified Financial Planner® (CFP®) registered representative serving clients in the Granger, Indiana area. His expertise positions him as a valuable resource for individuals and families seeking personalized financial guidance.

Location and Contact Information

Mr. Wells operates from a strategically located Edward Jones branch in Granger, Indiana. The physical address for his office is 15615 IN-23 L, Granger, IN 46530. This central Indiana location offers accessibility for clients within the local community and surrounding areas seeking face-to-face consultations.

Those wishing to contact Mr. Wells or the Granger office directly can reach him by telephone at 574-345-0718. For further information regarding his services or to schedule a meeting, clients may also visit the official Edward Jones branch website associated with his profile: www.edwardjones.com. This online resource provides additional details about Edward Jones advisors and company offerings.

Areas of Expertise and Services

As a Financial Advisor, Chris Wells specializes in helping clients navigate the complexities of personal finance. His professional designation, Certified Financial Planner® (CFP®), signifies a high level of expertise in financial planning, demonstrating his commitment to comprehensive client financial management.

Mr. Wells offers services aligned with Edward Jones's core offerings, which include acting as a financial consultant and a finance broker. His role encompasses investment services, including managing stock broker activities, tailored to meet individual client objectives. Edward Jones advisors typically provide a wide array of financial products and services, assisting clients with investment planning, retirement income strategies, insurance needs, and tax planning.

• Financial Consultant: Providing personalized advice on achieving long-term financial goals.
• Finance Broker: Facilitating the purchase and sale of financial products, often representing various insurance and investment companies.
• Investment Service: Managing portfolios and providing guidance on investment markets, including stocks, bonds, mutual funds, and other securities.
• Stock Broker: Assisting clients with trading equities and developing stock market investment strategies.

Edward Jones, as a larger entity, offers a broad spectrum of financial solutions, including retirement planning, college funding, estate planning, and insurance products. Advisors like Chris Wells integrate these various services to create a holistic financial plan unique to each client's circumstances and aspirations.

Accessibility and Practical Information

Edward Jones places importance on ensuring its branches are accessible to all clients. The Granger, IN branch where Chris Wells operates features amenities designed for customer comfort and convenience, including wheelchair accessible entrances and parking lots. Additionally, an accessible restroom is available for clients' needs during their visit.

Given the personalized nature of financial advisory services, it is highly recommended that prospective clients schedule an appointment with Chris Wells. This allows for dedicated time during the advisor's busy day to thoroughly discuss financial goals, review existing strategies, and address specific concerns. While walk-ins might occasionally be accommodated, prior scheduling is considered best practice for receiving optimal service.

Edward Jones maintains a professional online presence, though it currently reports 0 reviews on Google My Business. This statistic indicates a lack of recent public feedback, but does not detract from the firm's established reputation in the financial advisory industry. The absence of reviews underscores the importance of seeking direct information through official channels or initial consultations.

Digital Engagement and Further Information

For those seeking more information about Edward Jones or financial planning concepts, the company's official website (www.edwardjones.com) serves as an extensive resource. While Mr. Wells's individual profile page offers specific details about his background and approach, the broader Edward Jones site provides insights into company history, services, and the benefits of working with a financial advisor.

The Advisor's Role in Client Financial Wellness

An Edward Jones Financial Advisor like Chris Wells plays a crucial role beyond simple transaction processing. He functions as a trusted partner in client financial wellness, helping individuals make informed decisions aligned with their risk tolerance, time horizon, and life goals. This relationship often extends over many years, evolving as clients navigate significant life events and market fluctuations.