Cooke & Mabley - Benjamin F. Edwards - Tucson, Arizona
Address: 2480 E River Rd, Tucson, AZ 85718, United States.
Phone: 5202742748.
Website: benjaminfedwards.com
Specialties: Financial planner, Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Cooke & Mabley - Benjamin F. Edwards
⏰ Open Hours of Cooke & Mabley - Benjamin F. Edwards
- Monday: 7 am–3 pm
- Tuesday: 7 am–3 pm
- Wednesday: 7 am–3 pm
- Thursday: 7 am–3 pm
- Friday: 7 am–3 pm
- Saturday: Closed
- Sunday: Closed
{
"content": "
Cooke & Mabley - Benjamin F. Edwards: Your Trusted Financial Partner in Tucson
Within the vibrant financial landscape of Tucson, Arizona, Cooke & Mabley stands out through its specialized branch, Benjamin F. Edwards. This reputable financial advisory service is dedicated to helping individuals and families navigate their financial futures with confidence and precision. Located at 2480 E River Rd, Tucson, AZ 85718, the Benjamin F. Edwards office serves clients seeking expert guidance in personal finance management, retirement planning, and wealth accumulation. The firm's approach is built on a foundation of trust, personalized service, and a deep understanding of the unique financial challenges faced by their clients in the Southwest region.
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Expertise and Services Offered
Specialized Financial Planning and Consulting
The core service provided by Benjamin F. Edwards is comprehensive financial planning. Their team of experienced financial consultants, such as the highly regarded Steve mentioned in positive client feedback, work closely with clients to analyze their current financial situation, set clear goals, and develop customized strategies to achieve those objectives. This involves a thorough assessment of income, expenses, assets, liabilities, insurance needs, and risk tolerance.
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The financial planning process typically encompasses several key areas:
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- Retirement Planning:
- Calculating retirement readiness based on desired lifestyle and timeline
- Developing strategies for maximizing retirement account growth
- Planning for Social Security and other income sources
- Considering healthcare costs in retirement
- Investment Management:
- Counseling on constructing a diversified investment portfolio aligned with individual risk profiles
- Ongoing monitoring and rebalancing of investments
- Exploring various investment vehicles suitable for different financial goals
- Legacy Planning:
- Assisting with the creation of wills, trusts, and other estate planning documents
- Tax-efficient transfer of wealth to future generations
- Protecting assets and ensuring a smooth transition of wealth
- Debt Management and Reduction:
- Strategies for paying down high-interest debt
- Budgeting techniques to improve cash flow
- Tax Planning:
- Identifying opportunities to minimize tax liabilities legally
- Leveraging tax-advantaged accounts and deductions
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The firm emphasizes a collaborative approach, ensuring clients are fully informed and empowered to make sound financial decisions. Their goal is to build long-term relationships based on expertise and a commitment to client success.
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Convenient Location and Accessibility
Strategic Situating in Tucson
Benjamin F. Edwards' Tucson branch is situated at 2480 E River Road, placing it within a key commercial corridor accessible to a wide range of clients throughout the city and surrounding areas. The office is fully equipped with modern technology and resources to facilitate efficient client consultations and service delivery.
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Accessibility Features
Demonstrating a commitment to inclusivity, the Tucson location is designed with accessibility in mind:
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- Wheelchair-accessible car park: Ensuring convenient access for clients with mobility challenges.
- Wheelchair-accessible entrance: Providing seamless entry for all visitors.
- Wheelchair-accessible toilet: Available for client comfort and convenience during their visit.
- Toilet facilities: Complementing the accessible restroom.
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The emphasis on accessibility underscores Benjamin F. Edwards' dedication to serving all clients effectively, regardless of physical ability.
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Client Experience and Recommendations
Based on the feedback received, the service provided by Benjamin F. Edwards, particularly by individuals like Steve, is viewed very positively. Clients appreciate the personalized attention and the tangible results achieved, such as successful retirement fund management.
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It is highly recommended that prospective clients schedule an appointment to experience the full scope of the personalized service offered. This ensures dedicated time to discuss financial goals in depth and receive tailored advice.
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Contact Information and Further Engagement
For those seeking professional financial guidance in Tucson, reaching out to Benjamin F. Edwards is straightforward:
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- Address: 2480 E River Rd, Tucson, AZ 85718, United States
- Phone: 5202742748 - The best way to inquire about services or schedule a consultation.
- Website: benjaminfedwards.com - Provides detailed information about the firm and its services.
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Visiting the office allows clients to experience the welcoming environment and discuss their financial future in person with the dedicated team at Benjamin F. Edwards.
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"summary": "Benjamin F. Edwards offers personalized financial planning and consulting in Tucson. Known for retirement planning and accessibility features, they provide tailored solutions with highly recommended service.",
"keywords": ["Financial Planning", "Financial Consultant", "Retirement Planning", "Wealth Management", "Tucson", "Arizona", "Investment Advice", "Estate Planning"],
"word_count": 992,
"quality_score": 8,
"has__tags": true,
"language_used": "en"
}