Kevin S. Odell, Financial Advisor - Deloach Odell & Associates, LLC - Claxton, Georgia

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Kevin S. Odell, Financial Advisor – Deloach Odell & Associates, LLC: A Comprehensive Overview

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For individuals and families seeking expert guidance in navigating the complexities of personal finance, Kevin S. Odell, a financial advisor at Deloach Odell & Associates, LLC, presents a potentially valuable resource. Located at 5 N Newton St, Claxton, GA 30417, United States, Mr. Odell and his firm specialize in providing comprehensive financial planning services designed to help clients achieve their long-term financial goals. This detailed overview will explore his background, services offered, firm details, accessibility features, and current client feedback, offering a balanced perspective for those considering engaging his expertise.

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About Kevin S. Odell

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While detailed biographical information beyond his role within Deloach Odell & Associates is currently limited publicly, Mr. Odell’s designation as a financial advisor suggests a strong commitment to delivering personalized financial strategies. His experience likely encompasses a broad understanding of investment management, retirement planning, estate planning, and insurance needs. Further research into his professional certifications and affiliations would undoubtedly strengthen an assessment of his qualifications.

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Deloach Odell & Associates, LLC: Firm Overview

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Deloach Odell & Associates, LLC, operates as a full-service financial advisory firm. They provide a range of services aimed at supporting clients throughout their financial journey. Their core competencies include:

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• Investment Management: Tailored investment strategies based on individual risk tolerance and financial objectives.

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• Retirement Planning: Developing plans to ensure a comfortable and secure retirement.

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• Financial Planning: Comprehensive assessments of a client’s financial situation, encompassing budgeting, debt management, and goal setting.

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• Estate Planning: Guidance on wealth transfer and legacy planning.

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• Insurance Planning: Assessing and recommending appropriate insurance coverage to mitigate financial risks.

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The firm’s commitment to client relationships appears to be a cornerstone of their operations. They strive to build long-term partnerships based on trust and transparency.

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Location and Accessibility

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The firm’s physical location at 5 N Newton St, Claxton, GA 30417, provides a local point of contact for clients. Importantly, Deloach Odell & Associates, LLC, demonstrates a commitment to inclusivity by offering wheelchair-accessible car park and a wheelchair-accessible entrance. This feature significantly enhances accessibility for clients with mobility challenges, reflecting a dedication to serving a diverse clientele.

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Client Feedback & Current Status

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Currently, Deloach Odell & Associates, LLC, has 0 reviews on Google My Business. This lack of readily available client testimonials presents a challenge in forming a comprehensive assessment of client satisfaction. The average opinion is 0/5, indicating a significant gap between the firm’s offerings and the feedback from its clientele. It’s crucial for prospective clients to actively seek independent reviews and testimonials before engaging the firm’s services. The absence of reviews highlights the need for the firm to proactively encourage client feedback and demonstrate its commitment to client service.

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Contact Information

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For direct communication, clients can reach Kevin S. Odell and Deloach Odell & Associates, LLC, via the following:

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• Phone: 9127394812

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• Website: deloachodell.com

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The website provides further details about the firm’s services, team members, and investment philosophy. It's recommended to thoroughly review the website content before scheduling a consultation.

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Recommendations for Prospective Clients

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Given the limited client feedback available, it’s advisable for prospective clients to undertake a thorough due diligence process. Here are some key recommendations:

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• Request a Consultation: Schedule a meeting with Kevin S. Odell to discuss your financial goals and assess whether his expertise aligns with your needs.
• Verify Credentials: Confirm Mr. Odell’s professional certifications and licenses through the appropriate regulatory bodies.
• Seek Independent Reviews: Explore alternative platforms beyond Google My Business to gather client testimonials and assess the firm’s reputation.
• Understand Fee Structure: Obtain a clear and detailed explanation of the firm’s fee structure and any potential conflicts of interest.
• Assess Investment Philosophy: Evaluate whether the firm’s investment approach aligns with your risk tolerance and investment objectives.

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Financial planning is a crucial element of long-term financial well-being. While Deloach Odell & Associates, LLC, offers a range of services, the lack of readily available client feedback necessitates a cautious and informed approach. By conducting thorough research and seeking independent verification, individuals can make a well-informed decision about whether to engage their services.

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"summary": "Deloach Odell & Associates, LLC, led by Kevin S. Odell, provides financial advisory and planning services in Claxton, GA. Despite a lack of client reviews, the firm offers a range of services including investment management and retirement planning. Prospective clients should conduct thorough due diligence before engaging their services.",
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