Edward Jones - Financial Advisor: Eric S Bowser, CEPA® - Auburn, Indiana

Okay, here’s a comprehensive overview of Edward Jones Financial Advisor, Eric S Bowser, CEPA®, designed to be a helpful resource for individuals seeking financial guidance:

Introduction to Eric S Bowser, CEPA®

For those in need of a trusted and experienced financial advisor, Edward Jones presents Eric S Bowser, CEPA®, as a dedicated professional committed to helping clients achieve their financial goals. Mr. Bowser operates out of the Edward Jones office located at 347 W Seventh St, Auburn, IN 46706. He’s readily accessible by phone at 2609252580, and further information can be found on his profile at edwardjones.com. Mr. Bowser’s credentials include being a Certified Estate Planning Advisor® (CEPA®), signifying a specialized understanding of estate planning principles and strategies.

Specialties and Services Offered

Eric Bowser’s role as a financial consultant, finance broker and investment service provider offers a holistic approach to financial well-being. He specializes in assisting clients with a wide range of services, including:

• Investment Management: Building and managing diversified investment portfolios tailored to individual risk tolerance and financial objectives.
• Retirement Planning: Developing strategies to ensure a comfortable and secure retirement.
• Estate Planning: Providing guidance on wills, trusts, and other estate planning tools to protect assets and ensure a smooth transfer of wealth.
• Education Savings Plans: Helping families plan for the future education expenses of their children.
• Insurance Planning: Assessing insurance needs to provide appropriate coverage for individuals and families.

Accessibility and Amenities

Edward Jones recognizes the importance of accessibility for all clients. The Auburn office is designed to be wheelchair accessible, featuring a wheelchair accessible entrance, parking lot, and restroom. Appointments are recommended to ensure dedicated time and personalized attention. The office also provides standard amenities such as a comfortable waiting area and private meeting rooms.

Client Feedback and Reputation

Based on client feedback, Eric Bowser and the Edward Jones team at the Auburn location consistently demonstrate a commitment to professionalism and a client-centric approach. The average opinion is 5/5, reflecting a high level of satisfaction among those who have worked with him. A recurring theme in client testimonials suggests a genuine desire to understand individual circumstances and provide tailored solutions. The emphasis on building long-term relationships, coupled with a meticulous approach to financial planning, appears to be a key differentiator.

Contact Information and Next Steps

To learn more about how Eric S Bowser, CEPA®, can assist you in achieving your financial goals, we strongly encourage you to visit his profile on the Edward Jones website: edwardjones.com. You can schedule an appointment directly through the website or by calling 2609252580. Taking the first step towards a more secure financial future is easier than you might think – contact Eric Bowser today.

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👍 Reviews of Edward Jones - Financial Advisor: Eric S Bowser, CEPA®

Cale S.

5/5

Very professional and personable. Does a fantastic job and will go out of his way to work for you. I recommend all of my friends and family to Eric!