Edward Jones - Financial Advisor: Michael A Beard, CRPC™ - Beavercreek, Ohio

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Edward Jones – Michael A. Beard, CRPC™: A Comprehensive Overview

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For individuals and families seeking expert financial guidance, Edward Jones – Michael A. Beard, CRPC™ offers a personalized approach to wealth management. Located at 3171 Beaver Vu Dr Suite E, Beavercreek, OH 45434, Mr. Beard provides comprehensive financial services designed to help clients achieve their long-term goals. His commitment to building lasting relationships, coupled with a deep understanding of the financial landscape, makes him a valuable resource for those navigating complex financial decisions.

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About Michael A. Beard, CRPC™

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Michael A. Beard, CRPC™, is a Financial Consultant with Edward Jones. He holds the Certified Relationship Care Professional™ (CRPC™) designation, signifying his dedication to understanding and addressing his clients’ individual needs. Mr. Beard specializes in a broad range of financial services, acting as a Finance Broker and offering Investment Services, including stock brokerage, alongside other crucial financial planning tools. His focus extends beyond simply managing investments; he takes a holistic view of a client’s financial situation, considering factors such as retirement planning, education savings, estate planning, and tax optimization. He prioritizes open communication and a collaborative approach, ensuring clients are fully informed and comfortable with every step of the process.

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Key Services Offered

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• Investment Management: Mr. Beard assists clients in developing and implementing investment strategies tailored to their risk tolerance and financial goals. He offers a wide array of investment options, including stocks, bonds, mutual funds, and ETFs.

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• Retirement Planning: He helps clients plan for a secure and comfortable retirement, considering factors such as income needs, Social Security benefits, and potential healthcare costs.

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• Education Savings: For families with children, Mr. Beard provides guidance on saving for college and other educational expenses.

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• Estate Planning: He collaborates with estate planning attorneys to help clients ensure their assets are distributed according to their wishes.

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• Financial Check-Ups: Regular meetings provide an opportunity to review a client’s financial situation and make adjustments as needed.

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Location and Accessibility

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The office is conveniently located at 3171 Beaver Vu Dr Suite E, Beavercreek, OH 45434. It’s easily accessible and offers several amenities to enhance the client experience. Notably, the facility boasts a Wheelchair Accessible Parking Lot, a Wheelchair Accessible Restroom, and a Wheelchair Accessible Entrance, demonstrating a commitment to inclusivity. A Restroom is also readily available for all clients. Appointments are recommended to ensure dedicated attention and personalized service, reflecting the firm’s dedication to its clients’ time and needs. The office environment is designed to be welcoming and professional.

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Client Feedback and Reputation

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Edward Jones – Michael A. Beard, CRPC™ has garnered positive feedback from its clients. While only one official review is currently available on Google My Business, the feedback suggests a high level of satisfaction. The review highlights Mr. Beard’s personable nature, his knowledgeable approach, and his consistently helpful demeanor. It’s evident that clients appreciate his willingness to take the time to understand their individual circumstances and provide tailored solutions. The overall Average Opinion: 4/5 reflects a strong sense of client satisfaction, with many likely experiencing similar positive interactions.

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Contact Information

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To schedule an appointment or discuss your financial needs, you can reach Michael A. Beard, CRPC™ at Phone: 9374271604. You can also learn more about his services and explore investment options on the Edward Jones website: edwardjones.com.

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Edward Jones is committed to providing a secure and trustworthy environment for managing your finances. Mr. Beard's dedication to client service and his expertise in financial planning make him a valuable partner in achieving your financial aspirations.

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