Edward Jones - Financial Advisor: David P Beaubien - Statesboro, Georgia

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Edward Jones – Financial Advisor: David P Beaubien – A Comprehensive Overview

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For individuals and families seeking reliable and personalized financial guidance, Edward Jones – Financial Advisor: David P Beaubien, located at 3 S Main St, Statesboro, GA 30458, United States, presents a solid option. This established firm offers a wide range of services designed to help clients achieve their financial goals, from retirement planning to estate management. Mr. Beaubien, as a financial consultant within the Edward Jones network, brings years of experience and a commitment to building long-term relationships with his clients.

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About David P Beaubien

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David P Beaubien is a dedicated professional at Edward Jones, specializing in providing tailored investment services and comprehensive financial planning. He understands that every client’s situation is unique, and his approach focuses on understanding individual needs and developing strategies that align with those needs. As a trusted advisor, Mr. Beaubien strives to educate clients about different investment options and help them make informed decisions about their financial future. He operates under a conservative, client-centric philosophy, prioritizing stability and long-term growth over short-term gains.

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Services Offered

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• Investment Management: Mr. Beaubien offers a diversified portfolio of investment options, including stocks, bonds, mutual funds, and ETFs, designed to suit various risk tolerances and financial objectives.

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• Retirement Planning: He assists clients in developing strategies to ensure a comfortable and secure retirement, considering factors such as income needs, healthcare costs, and legacy planning.

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• Education Planning: Mr. Beaubien helps families plan for the educational expenses of their children, exploring options like 529 plans and other savings vehicles.

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• Estate Planning: He collaborates with estate planning attorneys to help clients establish wills, trusts, and other documents to protect their assets and ensure their wishes are carried out.

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• Insurance Planning: Providing life, disability, and long-term care insurance options to protect clients and their families.

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• Financial Check-ups: Regular reviews of clients’ financial situations to identify opportunities for improvement and ensure plans remain aligned with evolving goals.

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Location and Contact Information

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Clients can easily reach David P Beaubien at his office located at 3 S Main St, Statesboro, GA 30458. For inquiries or to schedule an appointment, you can call him directly at 912-681-4820. The firm is committed to providing accessible services, offering a wheelchair-accessible car park and a wheelchair-accessible toilet for the convenience of all clients. Appointments are highly recommended to ensure adequate time for personalized consultation.

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Website

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For more detailed information about Mr. Beaubien and Edward Jones, including investment philosophies and client resources, please visit the official website: edwardjones.com.

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Client Feedback and Reputation

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Currently, Edward Jones – David P Beaubien’s office has 0 reviews on Google My Business. While this indicates a relatively new presence in terms of online reviews, it doesn't diminish the firm’s commitment to providing quality financial advice. The average opinion is 0/5, suggesting an opportunity for the firm to actively solicit and respond to client feedback moving forward. Building a strong online reputation is an ongoing process, and Edward Jones is likely focused on fostering positive client relationships to drive organic reviews.

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Key Features and Considerations

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• Personalized Service: Edward Jones distinguishes itself through its commitment to building long-term relationships and providing individualized attention to each client.

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• Fee-Based Services: Mr. Beaubien’s compensation is primarily based on the assets he manages for clients, aligning his interests with theirs.

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• Conservative Approach: The firm's investment philosophy typically emphasizes a balanced and disciplined approach to risk management.

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• Accessibility: The firm's commitment to accessibility, including wheelchair accommodations, demonstrates a dedication to serving a diverse clientele.

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In conclusion, Edward Jones – Financial Advisor: David P Beaubien offers a dependable and client-focused approach to financial planning. While limited online reviews currently exist, the firm’s established reputation and commitment to personalized service make it a worthwhile consideration for individuals and families seeking expert guidance in navigating their financial journey.

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"summary": "Edward Jones Financial Advisor David P Beaubien offers personalized financial consulting services, investment management, and retirement planning in Statesboro, Georgia, prioritizing client relationships and a conservative approach to wealth management.",
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