Edward Jones - Financial Advisor: Sabrina Carlson, CFP®|CEPA®|CSRIC® - Flagstaff, Arizona

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Edward Jones Financial Advisor Profile: Sabrina Carlson

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Edward Jones stands as a prominent financial services institution offering personalized financial guidance across the United States. Within this extensive network, Sabrina Carlson emerges as a dedicated financial advisor based in the Flagstaff, Arizona area. Her professional designation includes the prestigious CFP® (Certified Financial Planner™) and additional credentials like CEPA® (Certified Exit Planning Analyst) and CSRIC® (Certified Shareholder Representation Internal Controls). These qualifications signify a high level of expertise in comprehensive financial planning and specialized areas of investment management.

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Professional Focus and Services

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Sabrina Carlson operates her practice with a focus aligned with the core principles of Edward Jones. Her areas of specialization encompass a broad spectrum of financial advisory services. Clients seeking her expertise can benefit from her roles as a Financial Consultant, a Finance Broker, and an Investment Service Provider. Furthermore, her designation as a Stock Broker indicates her capability to execute securities transactions and provide guidance within the stock market environment.

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The services offered by Sabrina Carlson are designed to address the multifaceted needs of individuals and potentially businesses. Financial consulting forms the bedrock of her practice, involving the assessment of a client's current financial status, the setting of clear financial goals, and the creation of a tailored strategy to achieve those objectives. This might range from retirement planning and estate planning to risk management and tax strategy integration.

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As a finance broker and investment service provider, Ms. Carlson utilizes her market knowledge and analytical skills to help clients navigate investment options. This involves not only recommending specific investment vehicles like stocks, bonds, mutual funds, and other securities but also educating clients on market trends and investment risks. Her role as a stock broker specifically positions her to offer insights and execute trades within equity markets, catering to clients with varying risk appetites and investment horizons.

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Edward Jones, as a firm, typically emphasizes a fiduciary duty towards its clients, meaning advisors are legally obligated to act in the client's best interest. While the specific structure might vary, Sabrina Carlson likely adheres to these principles, offering investment advice and managing assets with a commitment to client outcomes.

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Practical Information and Accessibility

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For individuals seeking financial advice in the vicinity of Flagstaff, Arizona, Sabrina Carlson's office provides accessible physical location details. Her address is clearly listed as 9 N Elden St, Suite 103, Flagstaff, AZ 86001. This specific location detail is crucial for scheduling an in-person meeting or for those wishing to visit the office.

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Contact information facilitates engagement with her services. The primary method for reaching Sabrina Carlson or the Edward Jones branch is via telephone. The provided phone number, 9285568655, allows prospective clients to directly speak with her office staff or potentially schedule consultations. Alternatively, individuals can access detailed information about Sabrina Carlson through the official Edward Jones website. The link provided, edwardjones.com, directs users to a dedicated profile page for her, likely containing further biographical details, specific areas of focus, and potentially upcoming events or news.

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Edward Jones places significant emphasis on accessibility and inclusivity. Sabrina Carlson's office reflects these values through its physical infrastructure. Notably, the facility features wheelchair-accessible amenities, including a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet facilities. Standard amenities like a toilet are also available. This commitment ensures that financial advice is accessible to everyone, regardless of physical ability. It is further recommended that clients schedule appointments in advance to ensure dedicated time for their financial consultations.

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Evaluating the Financial Advisor Experience

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When considering engaging the services of a financial advisor like Sabrina Carlson, potential clients naturally seek feedback on performance and service quality. Edward Jones provides a platform for client reviews, although the specific branch or advisor profile may link to Google My Business or other review aggregators. Currently, Sabrina Carlson's profile shows a record of 0 reviews on Google My Business. This lack of reviews could mean she is relatively new to the platform, her branch may not actively solicit reviews, or the volume of clients she manages limits the number of public feedback submissions.

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Consequently, the average opinion score for Sabrina Carlson stands at 0/5. While this numerical score indicates a lack of available data, it should be interpreted with caution. The absence of reviews does not automatically equate to unsatisfactory service; it simply means there is no public feedback currently accessible. New financial advisors or those in less populated areas might naturally have fewer reviews compared to established advisors in bustling metropolitan areas.

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Prospective clients evaluating Sabrina Carlson should consider that her professional credentials (CFP®, CEPA®, CSRIC®) and the established reputation of the Edward Jones brand are significant factors. The Edward Jones commitment to a fiduciary standard (where applicable) and the comprehensive range of services offered are also key points. Furthermore, the physical accessibility features mentioned demonstrate a practical consideration for client needs.

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Individuals interested in financial planning, investment management, or retirement strategies might find Sabrina Carlson's expertise particularly relevant if they are located in or near Flagstaff, Arizona. Her background as a CFP® holder suggests a strong foundation in holistic financial planning, while the CEPA® designation indicates specialized knowledge in exit planning, which is crucial for business owners or high-net-worth individuals planning wealth transition. The CSRIC® credential points towards experience related to shareholder representation and internal controls, potentially relevant for business owners or corporate executives.

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When reaching out, individuals are encouraged to prepare for the consultation by clearly defining their financial goals, questions about current investments, and concerns regarding future financial security. Understanding the advisor's approach to fees, investment philosophy, and communication style before or during the initial meeting can also enhance the effectiveness of the engagement.

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Conclusion: Partnering for Financial Success

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Edward Jones Financial Advisor: Sabrina Carlson represents a point of contact for personalized financial guidance in Flagstaff. Her credentials signal expertise in financial planning and investment services. The office location offers not only professional services but also physical accessibility considerations. While the absence of reviews limits public feedback, the advisor's qualifications and the established reputation of Edward Jones provide a foundation for trust. For those seeking to secure their financial future, potentially through investment brokerage, retirement planning, or comprehensive financial consulting, Sabrina Carlson's practice warrants consideration, facilitated by the provided contact information and the recommendation of prior appointments.

",
"summary": "Edward Jones financial advisor Sabrina Carlson offers CFP, CEPA, and CSRIC credentials in Flagstaff. She provides financial consulting, brokerage, and investment services with wheelchair accessibility. Edward Jones has 0 Google reviews for Sabrina.",
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