Edward Jones - Financial Advisor: Meredith K LeBaron, CFP® - Midland, Michigan

Edward Jones - Financial Advisor: Meredith K LeBaron, CFP®

Meredith K. LeBaron, a dedicated Certified Financial Planner (CFP®), stands out as a trusted financial advisor at Edward Jones, located at 4817 Swede Ave, Midland, MI 48642, United States. With a commitment to understanding and addressing the unique financial needs of her clients, Meredith delivers personalized, comprehensive financial strategies.

Main Services

• Comprehensive Financial Planning: Meredith offers holistic financial planning, considering all aspects of a client's financial life, including investments, insurance, tax strategies, retirement planning, and estate planning.
• Investment Services: She provides tailored investment strategies, aligning clients' goals, risk tolerance, and time horizon with appropriate asset allocation and diversification.
• Retirement Planning: Meredith helps clients plan for and navigate retirement, addressing income strategies, pension options, and Social Security benefits.
• Insurance Planning: She assesses clients' risk management needs and provides solutions for life, disability, and long-term care insurance.
• Estate Planning: Meredith guides clients through creating and maintaining estate plans, addressing wills, trusts, beneficiary designations, and more.
• Tax-Efficient Strategies: She helps clients minimize their tax liabilities through strategic planning and investment selection.

Location and Access

The office is conveniently situated in the heart of Midland, Michigan, surrounded by local businesses and residential areas. The neighborhood is characterized by its tree-lined streets, well-maintained properties, and a mix of older and newer homes.

Clients can easily reach the office via several major roads, including Eastman Ave, M-20 (Wackerly St), and M-136 (Bay City Rd). Public transportation is available with the Midland Bus System, with the nearest stop located approximately a block away from the office.

Parking is available on-site, with dedicated visitor parking spaces. The office is wheelchair-accessible, with a ramp leading to the entrance and a wheelchair-accessible restroom located within the building.

Featured Characteristics

• Personalized Approach: Meredith takes the time to understand each client's unique financial situation, goals, and concerns, tailoring her advice to their specific needs.
• CFP® Certification: As a CFP® professional, Meredith has met rigorous education, examination, experience, and ethics requirements, demonstrating her commitment to the financial planning process and dedication to her clients.
• Long-Term Relationships: Meredith values building long-term relationships with her clients, regularly reviewing and adjusting their financial plans as their lives change and goals evolve.
• Comprehensive Support Team: Backed by Edward Jones' extensive resources, Meredith has access to a network of specialists, including portfolio managers, fixed income traders, and research analysts, ensuring her clients receive well-rounded financial advice.

Practical Information

• Office Hours: The office is open Monday through Friday, from 8:00 AM to 5:00 PM. However, clients are encouraged to schedule appointments at times that best suit their availability.
• Appointments: Appointments are recommended, allowing Meredith to dedicate her full attention to each client's financial needs and ensure a productive meeting.
• Contact Information:
  • Address: 4817 Swede Ave, Midland, MI 48642, United States
  • Phone: 9894868335
  • Website: edwardjones.com

Client Testimonials

Meredith has consistently received high praise from her clients, with an average rating of 5/5 on Google My Business and numerous positive reviews. Some of the key positive aspects highlighted by clients include:

• Honesty and Integrity: Clients appreciate Meredith's honest and transparent approach to financial planning, with one client noting that she "always puts her client first."
• Knowledge and Expertise: Meredith's extensive financial knowledge and experience are frequently praised, with clients describing her as "extremely knowledgeable" and an "excellent financial advisor."
• Personalized Service: Clients value the personalized attention they receive from Meredith, with one client commenting that she "takes the time to understand each client's unique financial situation, goals, and concerns."
• Long-Term Relationships: Many clients appreciate Meredith's commitment to building long-term relationships, with one client mentioning that they have been working with her for five years and would highly recommend her services.

These testimonials underscore Meredith K. LeBaron's dedication to providing exceptional financial advice and personalized service to her clients at Edward Jones.

👍 Reviews of Edward Jones - Financial Advisor: Meredith K LeBaron, CFP®

Cody L.

5/5

Meredith has been my financial advisor for 5 years. I cant recommend her enough. She is honest, extremely knowledgeable, and always puts her client first. She does whats best for her clients EVERY time!

I dont think there are many financial advisors in this world as honest as Meredith. She will treat you like family and always give you the truth.

Dr K. D.

5/5

Meredith is an exceptional advisor - listening and discussing in a tranquil and at-ease setting. She takes into consideration first and foremost her client’s individual circumstances and needs and then delivers. Her primary concern are your personal needs. Meredith and her assistant Judith are terrific. On more than one occasion I have had to make an urgent request and Meredith and her office staff go above and beyond in exceeding expectations. We could not be happier!

Pete L.

5/5

Best FA ever. Everybody else sucks compared to her

Stephen M.

5/5

K H.

5/5

Jessica F.

5/5

Cody L.

5/5

Meredith has been my financial advisor for 5 years. I cant recommend her enough. She is honest, extremely knowledgeable, and always puts her client first. She does whats best for her clients EVERY time!

I dont think there are many financial advisors in this world as honest as Meredith. She will treat you like family and always give you the truth.

Dr K. D.

5/5

Meredith is an exceptional advisor - listening and discussing in a tranquil and at-ease setting. She takes into consideration first and foremost her client’s individual circumstances and needs and then delivers. Her primary concern are your personal needs. Meredith and her assistant Judith are terrific. On more than one occasion I have had to make an urgent request and Meredith and her office staff go above and beyond in exceeding expectations. We could not be happier!

Pete L.

5/5

Best FA ever. Everybody else sucks compared to her

Stephen M.

5/5

K H.

5/5

Jessica F.

5/5

Cody L.

5/5

Meredith has been my financial advisor for 5 years. I cant recommend her enough. She is honest, extremely knowledgeable, and always puts her client first. She does whats best for her clients EVERY time!

I dont think there are many financial advisors in this world as honest as Meredith. She will treat you like family and always give you the truth.