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Edward Jones - Financial Advisor: Jack Reed, CFP®|CAP®
Des conseils financiers clairs et fiables d'un conseiller CFP® certifié.
5(5 avis)
Business
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Fondée en 1922
Des conseils financiers clairs et fiables d'un conseiller CFP® certifié.
Edward Jones - Financial Advisor: Jack Reed, CFP®|CAP® offre des conseils financiers centrés sur le client à Saint Paul, dans le Minnesota. Les avis mettent en évidence ses explications claires des options, son accompagnement constant vers les objectifs de retraite et son accessibilité fiable. Fort de relations de longue date et d'une réputation d'intégrité et de compétence, il aide ses clients à poursuivre des futurs financiers sûrs et bien planifiés.
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Stratégies personnalisées pour vous aider à prendre votre retraite à temps et à profiter de la vie, avec des plans clairs et faciles à suivre.
Conseils professionnels sur les options de portefeuille et les perspectives du marché pour aligner vos objectifs financiers.
Consultations personnalisées pour comprendre vos priorités et développer des plans d'action concrets pour l'avenir.
Conseils d'experts sur le transfert de patrimoine et les dons caritatifs, en tirant parti de la certification CAP® pour une planification holistique.
Soutien pour tous les âges, y compris des conversations avec les enfants pour développer la compréhension de l'épargne et l'alphabétisation financière.
My husband I have been working with Jack for 12 years and are very pleased with Jack's service. He is easy to work with, very knowledgeable in finance, clearly explains options and works hard to understand our hopes for the future. He has our best interests in mind and that gives us great peace of mind.
Jack is a great Financial Advisor and is easy to work with. He does a great job of explaining your options and helps guide you towards your goals. He is always available to answer any questions or concerns about what the market is doing. We have trusted him with other family members and will do a great job for you too.
Jack Reed is an amazing financial planner. He is genuine, trustworthy and a kind human. He asks and more importantly listens to our financial priorities and works to help us obtain those goals. He makes understanding our financial portfolio easy and provides information that is in our best interest.
We have been working with Jack for about 15 years now and could not be happier with the care that we have received from him and his wonderful assistant Della. We met with Jack after having taken a break in our investing for several years and were feeling anxious about our future and retirement plans. Jack calmed our fears and came up with a great plan for us and he has kept us on track with this plan ever since. We feel so confident in the direction he is taking us and could not be more pleased with his professionalism, insights and partnership in this process. What a blessing he has been and I would highly recommend him for anyone looking for a CFP with integrity, intelligence and competence. Thank you Jack!
Jack has been a fantastic resource. He has helped us establish a clear and easy to follow plan to ensure we can retire when we want and enjoy life. He has even gone the extra mile and willing had conversations with my children to help them begin to understanding savings. He is super easy to work with and never pushes things we don't need. I highly recommend him!
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