Edward Jones - Financial Advisor: Zac Fiely, AAMS™ - Urbana, Ohio

Address: 236 Patrick Ave, Urbana, OH 43078, United States.
Phone: 9375084478.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.

📌 Location of Edward Jones - Financial Advisor: Zac Fiely, AAMS™

Edward Jones - Financial Advisor: Zac Fiely, AAMS™ 236 Patrick Ave, Urbana, OH 43078, United States

⏰ Open Hours of Edward Jones - Financial Advisor: Zac Fiely, AAMS™

  • Monday: 9 am–4 pm
  • Tuesday: 9 am–4 pm
  • Wednesday: 9 am–4 pm
  • Thursday: 9 am–4 pm
  • Friday: 9 am–4 pm
  • Saturday: Closed
  • Sunday: Closed

Edward Jones – Financial Advisor: Zac Fiely, AAMS™ – A Comprehensive Overview

For individuals and families seeking expert financial guidance and long-term investment strategies, Edward Jones presents a dependable and seasoned resource. Specifically, Mr. Zac Fiely, AAMS™, serves as a Financial Advisor at the Urbana, Ohio branch, offering personalized solutions tailored to meet unique financial goals. This detailed overview will explore Mr. Fiely’s qualifications, the branch’s location and accessibility, essential contact information, and pertinent details for potential clients.

Zac Fiely, AAMS™ – Expertise and Credentials

Zac Fiely holds the designation of AAMS™, signifying his advanced knowledge and expertise in financial planning. This accreditation demonstrates a commitment to ongoing professional development and adherence to rigorous ethical standards. As a Financial Consultant at Edward Jones, Mr. Fiely assists clients with a broad spectrum of financial matters, including retirement planning, investment management, education funding, estate planning, and income tax planning. His role emphasizes a collaborative approach, prioritizing client understanding and building lasting relationships. He works diligently to translate complex financial concepts into accessible and actionable strategies. His experience within Edward Jones provides a solid foundation for understanding the nuances of wealth management.

Location and Accessibility – 236 Patrick Ave, Urbana, OH 43078

The Edward Jones branch located at 236 Patrick Ave, Urbana, OH 43078, is strategically situated to serve the local community. The office is designed with client comfort and accessibility in mind. Importantly, the facility boasts several features to accommodate individuals with mobility challenges: a wheelchair-accessible car park, a wheelchair-accessible entrance, and a wheelchair-accessible toilet. Furthermore, there is a general toilet available for all visitors. Appointments are highly recommended to ensure dedicated time and personalized attention. The office environment is generally quiet and conducive to detailed financial discussions.

Contact Information

To connect with Mr. Fiely or schedule an appointment, the following information is readily available:

Services Offered – A Spectrum of Financial Solutions

Mr. Fiely’s services extend beyond basic investment management. He offers a comprehensive suite of finance broker services, encompassing:

  • Investment Services: Mr. Fiely helps clients build and manage diversified portfolios aligned with their risk tolerance and financial objectives. He utilizes a wide range of investment products, including stocks, bonds, mutual funds, and ETFs.
  • Stock Brokerage: For clients seeking active trading opportunities, Mr. Fiely provides access to brokerage services.
  • Retirement Planning: He assists clients in developing strategies to secure a comfortable retirement, considering factors such as savings, Social Security, and tax implications.
  • Education Funding: Mr. Fiely provides guidance on saving for college and other educational expenses.
  • Estate Planning: He collaborates with estate planning attorneys to help clients plan for the transfer of assets to future generations.
  • Income Tax Planning: Mr. Fiely offers advice on strategies to minimize tax liabilities.

Client Feedback and Reputation

Currently, the Edward Jones branch at 236 Patrick Ave, Urbana, OH, has 0 reviews on Google My Business. Consequently, the average opinion is 0/5. This indicates a lack of publicly available client feedback at this time. However, Edward Jones as an institution is known for its conservative, client-focused approach, emphasizing long-term relationships and trust. The absence of reviews does not necessarily reflect a negative experience; it simply indicates a recent establishment of online presence.

Additional Points of Interest

Beyond accessibility, visitors should be aware that appointments are recommended. This ensures that Mr. Fiely can dedicate sufficient time to understand each client’s individual needs and circumstances. The branch maintains a professional and welcoming environment, prioritizing client confidentiality and security. The firm adheres to the highest standards of ethical conduct and regulatory compliance. Financial planning is seen as a collaborative process, with Mr. Fiely acting as a trusted advisor throughout the client’s financial journey.

Conclusion

Zac Fiely, AAMS™, at Edward Jones in Urbana, Ohio, offers a valuable service for individuals and families seeking personalized financial advice and support. His qualifications, combined with the branch’s commitment to accessibility and client-focused service, make him a credible and reliable resource. While current online reviews are limited, the firm’s established reputation and Mr. Fiely’s expertise suggest a positive experience for those seeking a long-term financial advisor.

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