Edward Jones - Financial Advisor: Kim Cowgill, CEPA®|AAMS™ - Orrville, Ohio

Edward Jones – Financial Advisor: Kim Cowgill, CEPA®|AAMS™ – A Trusted Partner for Your Financial Future

For individuals and families seeking comprehensive financial planning and wealth management solutions, Edward Jones presents a highly regarded service offered by financial advisor Kim Cowgill, CEPA®|AAMS™. Located in Orrville, Ohio, Ms. Cowgill provides personalized guidance to help clients achieve their financial goals, ranging from retirement planning and education savings to estate planning and investment management. Her approach is built on a foundation of trust, integrity, and a deep understanding of each client's unique circumstances.

Location and Contact Information

Ms. Cowgill operates out of a convenient and accessible office at 149 W Market St, Orrville, OH 44667. Clients can easily reach her by phone at 06825264. The firm’s website, edwardjones.com, offers a wealth of resources and information, including educational materials and tools to assist clients in making informed decisions. Visiting the website also allows prospective clients to learn more about Edward Jones’s commitment to transparency and client-centric service.

Specialties and Services

Kim Cowgill specializes in a broad spectrum of financial services designed to address the diverse needs of her clientele. Her expertise encompasses:

• Financial Consulting: Ms. Cowgill provides strategic advice to help clients develop and implement financial plans tailored to their specific objectives.
• Finance Brokerage: She assists clients with the buying and selling of securities, including stocks, bonds, and mutual funds.
• Investment Services: Ms. Cowgill offers a wide range of investment options, carefully selected to align with clients' risk tolerance and investment horizon.
• Stock Brokerage: She provides professional guidance on selecting and trading individual stocks.
• Retirement Planning: Ms. Cowgill helps clients develop strategies to ensure a comfortable and financially secure retirement.
• Education Savings: She assists families in establishing and managing accounts for their children’s education.
• Estate Planning: Ms. Cowgill collaborates with estate planning attorneys to help clients plan for the transfer of their assets to future generations.

Points of Interest and Accessibility

Edward Jones is committed to providing a welcoming and accessible environment for all clients. The office at 149 W Market St features:

• Wheelchair Accessible Parking Lot: Ensuring convenient access for individuals with mobility challenges.
• Wheelchair Accessible Restroom: Providing a comfortable and accessible restroom facility.
• Restroom Facilities: Standard restroom facilities are available for all clients.
• Appointments Recommended: While walk-ins are occasionally accommodated, scheduling an appointment is highly recommended to ensure Ms. Cowgill can dedicate her full attention to each client’s needs.

Client Feedback and Reputation

The Edward Jones branch led by Kim Cowgill has garnered positive feedback from its clients. Currently, the firm boasts two reviews on Google My Business, with an average rating of 5/5. This impressive rating reflects the firm's commitment to providing exceptional service and building strong, long-lasting relationships with its clients. Clients consistently praise Ms. Cowgill’s professionalism, knowledge, and dedication to helping them achieve their financial aspirations. She takes the time to listen attentively to her clients’ concerns and develop customized solutions that meet their individual needs. Her approachable demeanor and clear communication style contribute to a comfortable and trusting environment.

Why Choose Kim Cowgill and Edward Jones

Selecting Kim Cowgill and Edward Jones as your financial advisor offers several distinct advantages. Edward Jones’s unique client-centered approach, known as the “Relationship Chair®” system, prioritizes long-term relationships over high-pressure sales tactics. Ms. Cowgill’s CEPA® (Certified Estate Planning Advisor) and AAMS™ (Accredited Asset Management Specialist) designations demonstrate her commitment to ongoing professional development and her expertise in estate planning and investment management. The firm’s commitment to ethical conduct and transparency provides clients with the confidence that their financial interests are always protected. Ultimately, Kim Cowgill and Edward Jones offer a reliable and trustworthy partnership for navigating the complexities of personal finance and building a secure financial future.

Contact Information Summary

Address: 149 W Market St, Orrville, OH 44667
Phone: 06825264
Website: edwardjones.com

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👍 Reviews of Edward Jones - Financial Advisor: Kim Cowgill, CEPA®|AAMS™

Dewey M.

5/5

Bill E.

5/5