Edward Jones - Financial Advisor: Torrey R Bowman, AAMS® - Grass Valley, California

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Edward Jones – Financial Advisor: Torrey R Bowman, AAMS® – A Comprehensive Overview

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For individuals and families seeking expert guidance in navigating their financial future, Edward Jones – Financial Advisor: Torrey R Bowman, AAMS® presents a reliable and personalized service. Located in Grass Valley, California, Torrey Bowman offers a comprehensive suite of financial solutions tailored to meet the unique needs of each client. She operates from the firm’s office at 120 N Auburn St Suite 110, Grass Valley, CA 95945, United States. Individuals can easily connect with her by calling 5302743445 or visiting her website at edwardjones.com. Torrey Bowman, a proud member of the American Academy of Manangement and Marketability (AAMS®), brings a wealth of experience and a commitment to building long-term relationships based on trust and integrity.

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About Torrey R Bowman, AAMS®

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Torrey Bowman is a dedicated financial consultant at Edward Jones, specializing in providing personalized advice to clients across a range of financial needs. Her expertise encompasses various areas, including retirement planning, investment management, estate planning, and income tax planning. As an AAMS®, Torrey has completed rigorous training and passed a comprehensive examination, demonstrating her advanced knowledge and skills in financial planning. She understands that every client’s situation is unique, and she takes a proactive approach to developing strategies that align with their specific goals and risk tolerance. Torrey’s philosophy centers around a collaborative partnership – she works closely with clients to understand their aspirations, concerns, and current financial standing, then translates that understanding into a practical and effective plan.

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Specialties and Services

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Edward Jones, through Torrey Bowman, offers a diverse range of investment services and financial planning tools. Here's a breakdown of key areas:

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• Investment Management: Torrey helps clients build and manage diversified portfolios designed to meet their long-term financial objectives. This includes stocks, bonds, mutual funds, and other investment vehicles.

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• Retirement Planning: Planning for a comfortable retirement is a priority for many individuals. Torrey provides guidance on retirement savings, income strategies, and Social Security optimization.

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• Financial Planning: Beyond investments, Torrey assists clients with comprehensive financial planning, covering budgeting, debt management, insurance needs, and estate planning.

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• Stock Brokerage Services: Torrey provides access to a wide range of stocks and securities, offering clients the opportunity to invest directly in the markets.

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• Estate Planning: Torrey can partner with estate planning attorneys to help clients plan for the transfer of assets to their heirs.

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Key Characteristics: Edward Jones is renowned for its commitment to a client-centric approach. Unlike many brokerage firms, Edward Jones advisors don’t operate on a commission basis. This means Torrey’s compensation is tied to the success of her clients’ investments, not to selling specific products. This structure ensures that her advice is always in the client’s best interest. Furthermore, the office is wheelchair-accessible, featuring a wheelchair-accessible car park and wheelchair-accessible toilet, demonstrating a commitment to inclusivity. Appointments are recommended to ensure dedicated time for personalized consultation.

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Client Feedback and Reputation

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The company maintains an impressive average opinion of 5/5 on Google My Business, reflecting positive client experiences. Currently, there are 2 reviews available showcasing consistent praise for Torrey Bowman’s professionalism, knowledge, and dedication. Clients frequently highlight her ability to explain complex financial concepts in a clear and understandable manner, as well as her commitment to providing attentive and personalized service. Here’s a summary of common themes from the reviews:

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• Personalized Service: Clients consistently express appreciation for Torrey’s willingness to take the time to understand their individual needs and goals.

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• Expert Advice: Many reviewers commend Torrey’s financial expertise and her ability to provide sound advice.

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• Trust and Integrity: A recurring theme is the client’s confidence in Torrey’s honesty and integrity.

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Contact Information:

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• Address: 120 N Auburn St Suite 110, Grass Valley, CA 95945, United States

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• Phone: 5302743445

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• Website: edwardjones.com

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In conclusion, Edward Jones – Financial Advisor: Torrey R Bowman, AAMS® offers a trustworthy and knowledgeable resource for individuals seeking comprehensive financial guidance. Her commitment to client service, combined with the stability and resources of the Edward Jones brand, make her a valuable partner in achieving financial success.

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👍 Reviews of Edward Jones - Financial Advisor: Torrey R Bowman, AAMS®