Edward Jones - Financial Advisor: Ron Sommer, CFP®|AAMS® - Dothan, Alabama

Edward Jones – Ron Sommer, CFP®|AAMS®: A Trusted Financial Advisor in Dothan, Alabama

For individuals and families seeking comprehensive and personalized financial guidance, Edward Jones – Ron Sommer, CFP®|AAMS® represents a steadfast and reliable resource. Located at 1643 Hartford Hwy, Dothan, AL 36301, United States, Mr. Sommer’s office is strategically positioned to serve the Dothan community and surrounding areas. His commitment to building long-term relationships and understanding each client’s unique circumstances sets him apart.

Ron Sommer is a seasoned financial consultant, a finance broker, and an experienced investment service provider. He offers a broad spectrum of services designed to help clients achieve their financial goals, ranging from retirement planning and estate preparation to education funding and tax-efficient investing. His credentials, including Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS®), underscore his dedication to upholding the highest standards of professional competence and ethical conduct.

Key Services Offered

• Retirement Planning: Mr. Sommer specializes in crafting customized retirement strategies, considering factors such as income, savings, and desired lifestyle. This includes projecting future expenses, analyzing investment options, and developing a plan to ensure a comfortable retirement.
• Investment Management: He offers a range of investment management solutions, tailored to individual risk tolerances and financial objectives. These solutions encompass a diversified portfolio approach, carefully selecting stocks, bonds, and other investments to maximize returns while managing risk.
• Education Planning: Planning for the cost of higher education is a significant undertaking. Mr. Sommer assists clients in establishing education savings plans, exploring options like 529 plans, and determining the most effective strategies to meet their future college expenses.
• Estate Planning: Estate planning is a crucial element of financial security. Mr. Sommer works with clients to develop estate plans that address their wishes for the distribution of their assets, ensuring a smooth and efficient transfer of wealth to their heirs.
• Financial Checkups: Regular financial checkups are essential for staying on track towards achieving financial goals. Mr. Sommer conducts these checkups to review clients’ portfolios, assess their financial situation, and make any necessary adjustments to their plans.

Accessibility and Convenience

Edward Jones prioritizes client accessibility and convenience. The Dothan office is equipped to cater to clients’ needs, featuring amenities such as a wheelchair-accessible car park, a wheelchair-accessible entrance, and a wheelchair-accessible toilet. Appointments are highly recommended to ensure dedicated time and attention for each client.

Mr. Sommer understands the importance of open communication and personalized service. He takes the time to thoroughly understand each client’s financial situation, goals, and concerns, building trust and fostering a collaborative partnership.

Client Feedback and Reputation

The positive feedback from clients reflects Mr. Sommer’s commitment to delivering exceptional service. The company currently holds 2 reviews on Google My Business, all of which boast an impressive average opinion of 5/5. These reviews consistently highlight Mr. Sommer and Sheila’s dedication to helping clients achieve their dreams, going above and beyond to make those dreams a reality.

Clients frequently praise his responsiveness, knowledge, and genuine care for their financial well-being. It’s clear that Mr. Sommer prioritizes building strong, lasting relationships based on trust and mutual respect. His approach emphasizes a consultative process, empowering clients to make informed decisions about their financial future. The office provides a welcoming and comfortable environment, further contributing to a positive client experience. Furthermore, the provision of accessible facilities demonstrates a commitment to inclusivity and ensuring that all clients can comfortably engage with his services.

Contact Information

* Address: 1643 Hartford Hwy, Dothan, AL 36301, United States
* Phone: 3349471602
* Website: edwardjones.com

For anyone seeking a knowledgeable and dedicated financial advisor in Dothan, Alabama, Edward Jones – Ron Sommer, CFP®|AAMS® offers a comprehensive suite of services and a commitment to client success.

👍 Reviews of Edward Jones - Financial Advisor: Ron Sommer, CFP®|AAMS®

Patricia K.

5/5

Ron Summer & Sheila are awesome they want to help their clients achieve their dreams and do everything they can to make it happen. We cannot say enough great things about them!

Catherine H.

5/5