Edward Jones - Financial Advisor: Jeremy M Todd, CFP®|RICP®|AAMS™ - Bluffton, Indiana

Okay, here’s a detailed overview of Edward Jones – Financial Advisor: Jeremy M Todd, CFP®|RICP®|AAMS™, presented in a formal and approachable style, designed to be helpful to prospective clients.

Introduction to Jeremy M Todd, CFP®|RICP®|AAMS™

For individuals and families seeking comprehensive financial guidance, Edward Jones presents a trusted and experienced resource in the form of Jeremy M Todd, CFP®|RICP®|AAMS™. Mr. Todd operates as a dedicated Financial Advisor within the established Edward Jones network, committed to providing personalized financial strategies tailored to meet each client’s unique goals and circumstances. He’s a highly regarded professional recognized for his commitment to long-term relationships and a deep understanding of the complexities of personal finance.

Location and Contact Information

Mr. Todd’s office is conveniently located at 1331 Baker Pl, Bluffton, IN 46714. Clients can easily reach him by phone at 2608240686. You can also access more information and schedule an appointment through his dedicated Website: edwardjones.com. His website offers a wealth of resources, including educational materials and tools designed to assist clients in making informed decisions.

Specialties and Services Offered

Jeremy Todd’s expertise encompasses a broad spectrum of financial services, including:

• Financial Consultant: Providing strategic advice on various financial matters.
• Finance Broker: Assisting with the arrangement of financial products and services.
• Investment Service: Creating and managing investment portfolios aligned with risk tolerance and objectives.
• Stock Broker: Facilitating the buying and selling of stocks and other securities.

Points of Interest and Accessibility

The Bluffton office is designed to ensure a comfortable and accessible experience for all clients. It features wheelchair accessible parking lot and wheelchair accessible restroom facilities. Appointments are required, and the team strongly recommends scheduling an appointment in advance to ensure adequate time for a thorough consultation. The office environment itself is noteworthy, boasting a large new fish tank, contributing to a calming and professional atmosphere.

Client Feedback & Reputation

Client feedback consistently highlights a strong sense of trust and attentive service. The Edward Jones branch appears to foster a collaborative environment, with staff members demonstrating a unified approach to client needs. The average online review rating is an impressive 5/5, suggesting a high level of client satisfaction. The emphasis on understanding individual circumstances – as evidenced by a focus on guiding clients through significant life events such as divorce – underscores a client-centric philosophy.

Recommendation

Based on the consistently positive feedback and Mr. Todd’s credentials as a Certified Financial Planner®, Chartered Retirement Planning Counselor®, and Accredited Asset Management Specialist™, Edward Jones – Financial Advisor: Jeremy M Todd, CFP®|RICP®|AAMS™ presents a strong option for those seeking a reliable and knowledgeable partner in achieving their financial goals. We encourage potential clients to visit his website at edwardjones.com to schedule a consultation and discuss your specific financial needs.

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👍 Reviews of Edward Jones - Financial Advisor: Jeremy M Todd, CFP®|RICP®|AAMS™

Ann G.

5/5

Amazing advisor and friend. He listens to his clients. I just recently divorced and he has been a wonderful advocate in directing me in my assets. Everyone in the office are on the same page! Quality service, intelligent investor! Highly recommended!

Blake &. T. F.

5/5

A Great Guy To Use! Their Staff Is Great and He Was Super Helpful At Telling Us What He Thought Would Be Best for US!

S G.

5/5

Great place, professional service, good wealth building advice, large new fish tank, plenty of parking.

John S.

5/5