Edward Jones - Financial Advisor: Samuel Proctor, CFP®|ABFP®|SE-AWMA® - Flagstaff, Arizona

Edward Jones – Financial Advisor: Samuel Proctor, CFP®|ABFP®|SE-AWMA®

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For individuals and families seeking comprehensive financial guidance, Edward Jones presents Samuel Proctor, CFP®|ABFP®|SE-AWMA®, as a dedicated financial advisor. Located at 524 N Humphreys St, Flagstaff, AZ 86001, United States, Mr. Proctor offers personalized services tailored to meet diverse financial goals. He is committed to building long-term relationships based on trust and understanding.

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About Samuel Proctor

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Samuel Proctor is a seasoned professional with extensive experience in the financial services industry. He holds several prestigious certifications, including Certified Financial Planner (CFP®), Accredited Benefits Financial Professional (ABFP®), and Senior Elite Accredited Wealth Management Advisor (SE-AWMA®). These credentials demonstrate his commitment to upholding the highest standards of professionalism and expertise. His focus is on providing unbiased advice and helping clients navigate the complexities of their financial lives.

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Specialties

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• Financial Consultant: Mr. Proctor specializes in analyzing a client’s current financial situation, identifying potential challenges, and developing strategies to achieve their objectives.

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• Finance Broker: He assists clients with various financial products, including retirement accounts, insurance, and estate planning solutions.

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• Investment Service: Samuel provides guidance on investment strategies, carefully considering risk tolerance and long-term goals. He helps clients build and manage diversified portfolios.

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• Stock Broker: As a stock broker, he facilitates the buying and selling of stocks and other securities, always prioritizing client interests.

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Location and Accessibility

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The Flagstaff office is conveniently situated at 524 N Humphreys St. It’s important to note that the firm prioritizes accessibility for all clients. The location offers:

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• Wheelchair-Accessible Car Park: Ensuring convenient parking for individuals with mobility challenges.

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• Wheelchair-Accessible Entrance: Providing a smooth and easy entry into the office.

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• Wheelchair-Accessible Toilet: Meeting the needs of clients with mobility impairments.

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• Toilet Facilities: Clean and readily available restroom facilities.

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Contact Information

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To schedule an appointment or discuss your financial planning needs, please contact Samuel Proctor directly:

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Phone: 9287749425

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Website: edwardjones.com

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Client Feedback and Reputation

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Currently, Edward Jones – Samuel Proctor’s office has 0 reviews on Google My Business. This indicates a relatively new or recently reviewed establishment. The average opinion is 0/5, suggesting a lack of established feedback. However, Edward Jones, as an organization, is known for its commitment to client service and a conservative, relationship-based approach to wealth management. It’s recommended to actively seek out client testimonials and reviews as they become available.

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Recommendations

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Appointments are highly recommended to ensure adequate time for a thorough discussion of your financial goals and circumstances. Mr. Proctor believes in a collaborative approach, working closely with clients to develop customized strategies that align with their individual needs. He emphasizes ongoing communication and regular portfolio reviews to adapt to changing market conditions and life events. Clients appreciate his patient demeanor, clear explanations, and dedication to their long-term financial success. He focuses on providing a secure and stable foundation for clients’ futures.

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Key Features of Working with Edward Jones and Samuel Proctor

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• Personalized Service: Each client receives dedicated attention and tailored advice.

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• Long-Term Relationships: The firm prioritizes building enduring partnerships based on trust and mutual respect.

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• Comprehensive Financial Planning: Services extend beyond simple investment management to encompass retirement planning, estate planning, and tax planning.

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• Fee-Based Services: Mr. Proctor’s fees are transparent and based on assets under management, ensuring alignment with client interests.

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Edward Jones consistently strives to provide a stable and reliable platform for clients to achieve their financial aspirations. Samuel Proctor’s commitment to the firm’s values, combined with his expertise and accessibility, make him a valuable resource for individuals and families in Flagstaff and the surrounding area.

",
"summary": "Samuel Proctor at Edward Jones provides personalized financial consulting, investment services, and comprehensive financial planning, prioritizing client relationships and offering accessible services in Flagstaff, Arizona.",
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