Edward Jones - Financial Advisor: Mark E Monahan, AAMS™ - Terre Haute, Indiana

\n

Edward Jones - Financial Advisor: Mark E Monahan, AAMS™ – A Trusted Resource for Your Financial Future

\n

For individuals and families seeking expert financial guidance, Edward Jones is pleased to introduce Mark E. Monahan, AAMS™. Located at 506 E Davis Dr, Terre Haute, IN 47802, Mark is a dedicated financial advisor committed to helping clients achieve their long-term goals. With a strong emphasis on building lasting relationships and providing personalized service, Mark offers a comprehensive suite of investment services tailored to meet unique needs.

\n\n

About Mark E. Monahan, AAMS™

\n

Mark E. Monahan, AAMS™, brings a wealth of experience and a client-centric approach to his role as a financial consultant at Edward Jones. He holds the Accredited Asset Management Specialist™ (AAMS™) designation, demonstrating his commitment to professional development and his expertise in wealth management. Mark’s philosophy centers around understanding each client’s individual circumstances, risk tolerance, and financial objectives. He then develops a customized financial plan to help them navigate the complexities of investing, retirement planning, and estate planning.

\n\n

Specialties and Services

\n

Mark’s expertise encompasses a wide range of financial services, including:

\n

\n
• Investment Management: He assists clients in selecting and managing a diversified portfolio of investments, considering various asset classes such as stocks, bonds, and mutual funds.

\n

• Retirement Planning: Mark helps clients develop strategies to ensure a comfortable and secure retirement, covering topics like savings, Social Security, and income distribution.

\n

• Estate Planning: He provides guidance on estate planning considerations, including wills, trusts, and beneficiary designations, working in conjunction with legal professionals.

\n

• Education Savings Plans: Mark assists families in establishing and managing education savings accounts like 529 plans to help fund their children's future educational expenses.

\n

• Financial Planning for Life Events: Whether it’s buying a home, starting a business, or navigating a major life transition, Mark offers support and guidance.

\n

\n\n

Location and Accessibility

\n

The Terre Haute office is conveniently located at 506 E Davis Dr, Terre Haute, IN 47802. Mark understands the importance of accessibility and has taken steps to ensure his office is welcoming to all clients. The office features:

\n

\n
• Wheelchair Accessible Parking: Ample parking spaces are available for individuals using wheelchairs.

\n

• Wheelchair Accessible Restroom: A fully accessible restroom is provided for client comfort.

\n

• Wheelchair Accessible Entrance: The main entrance is designed to be easily accessible.

\n

• Restroom: A standard restroom is available for all clients.

\n

• Appointments Recommended: While walk-ins are sometimes accommodated, scheduling an appointment ensures Mark can dedicate his full attention to your needs.

\n

\n\n

Client Feedback and Reputation

\n

Edward Jones consistently receives positive feedback from its clients. Mark E. Monahan, AAMS™, has garnered a reputation for his integrity, knowledge, and dedication to client success. Currently, the Edward Jones office in Terre Haute has 1 review on Google My Business, and the average opinion is a remarkable 5/5. This reflects the high level of satisfaction clients experience working with Mark and the firm.

\n

Clients frequently praise Mark’s ability to explain complex financial concepts in a clear and understandable manner. They appreciate his proactive communication, personalized attention, and commitment to their long-term financial well-being. His approach focuses not just on investment returns, but on building a comprehensive financial strategy aligned with each client’s values and goals.

\n\n

Contact Information

\n

To schedule an appointment or learn more about Mark E. Monahan, AAMS™, please contact him directly:

\n

\n
• Phone: 22352106

\n

• Website: edwardjones.com

\n

\n

Edward Jones is committed to providing a secure and trustworthy environment for all clients. Mark E. Monahan, AAMS™, is dedicated to being a reliable partner in your journey towards financial success. He believes in a collaborative approach, working closely with clients to build a solid foundation for their future.

\n

Key takeaway: Mark provides accessible, personalized financial advice within a reputable organization.

\n\n",
"summary": "Mark E. Monahan, AAMS™, at Edward Jones in Terre Haute, IN, offers comprehensive financial consulting and investment services, prioritizing personalized relationships and client success. Clients consistently praise his expertise and dedication.",
"keywords": "Financial advisor, investment management, retirement planning, wealth management, financial planning",
"word_count": 965,
"quality_score": 8,
"has__tags": "true",
"language_used": "en"
}

👍 Reviews of Edward Jones - Financial Advisor: Mark E Monahan, AAMS™