Edward Jones - Financial Advisor: Andrew C Walters - Alexander City, Alabama

Edward Jones – Financial Advisor: Andrew C Walters

For individuals and families seeking comprehensive financial guidance, Edward Jones – Financial Advisor: Andrew C Walters presents a reliable and accessible service. Located at 239 Church St C, Alexander City, AL 35010, United States, Andrew Walters offers personalized investment strategies and a dedicated approach to helping clients achieve their long-term goals. His firm, Edward Jones, is a well-established, nationally recognized institution built on a foundation of trust and stability.

About Andrew C Walters

Andrew C Walters serves as a financial consultant, a finance broker, and an investment service professional at Edward Jones. He specializes in providing tailored solutions to meet a diverse range of client needs, from retirement planning and education savings to estate planning and wealth management. Andrew’s core philosophy revolves around building strong, enduring relationships with his clients, understanding their unique circumstances, and acting in their best interests. He is committed to providing clear, unbiased advice and educating clients about the complexities of the financial markets.

Services Offered

• Retirement Planning: Andrew assists clients in developing strategies to ensure a comfortable and secure retirement.
• Investment Management: He crafts customized investment portfolios based on risk tolerance, time horizon, and financial objectives.
• Education Savings: Guidance on 529 plans and other education savings vehicles is provided to help families save for their children's future.
• Estate Planning: Andrew collaborates with estate planning attorneys to help clients plan for the transfer of assets and protect their legacy.
• Tax Planning: Strategic advice to minimize tax liabilities and maximize investment returns.
• Insurance Planning: Assessment and recommendations for appropriate insurance coverage to safeguard against unforeseen events.

Location and Accessibility

The office of Andrew C Walters is conveniently located at 239 Church St C, Alexander City, AL 35010. Accessibility is a priority; the facility boasts a wheelchair-accessible car park, entrance, and toilet facilities. Appointments are highly recommended to ensure dedicated time for personalized consultations. Clients can easily reach Andrew by phone at 2568151928. His website, edwardjones.com, provides further information about his services and resources for financial planning.

Client Feedback & Reputation

Currently, the company has 0 reviews on Google My Business, indicating a recent establishment or a limited online presence. The average opinion is 0/5, highlighting the need for clients to share their experiences to build a stronger reputation. However, the established reputation of Edward Jones as a whole speaks to the quality of service typically provided by its advisors.

Key Features and Considerations

• Wheelchair Accessibility: Ensuring a comfortable and inclusive environment for all clients.
• Appointment Recommended: Dedicated time for personalized consultations and thorough financial analysis.
• Independent Firm: Edward Jones operates as an independent firm, meaning advisors are not pressured to sell specific products from a single company.
• Fee-Based Services: Andrew C Walters primarily charges fees based on assets under management, providing transparency and aligning his interests with those of his clients.
• Personalized Service: A commitment to building long-term relationships and understanding each client’s unique financial situation.

Andrew Walters’ approach to financial planning is rooted in a commitment to education and a deep understanding of the investment landscape. He strives to empower clients with the knowledge and tools they need to make informed decisions about their financial future. For those seeking a trusted and experienced financial advisor in Alexander City, Alabama, Andrew C Walters at Edward Jones offers a valuable partnership.