Fryer Wealth Planning with Raymond James - Rogers, Arkansas

Address: 9 N Halsted Cir, Rogers, AR 72756, United States.
Phone: 4793351174.
Website: fryerwealthplanning.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 16 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Fryer Wealth Planning with Raymond James

Fryer Wealth Planning with Raymond James 9 N Halsted Cir, Rogers, AR 72756, United States

⏰ Open Hours of Fryer Wealth Planning with Raymond James

  • Monday: 8:30 am–4:30 pm
  • Tuesday: 8:30 am–4:30 pm
  • Wednesday: 8:30 am–4:30 pm
  • Thursday: 8:30 am–4:30 pm
  • Friday: 8:30 am–4:30 pm
  • Saturday: Closed
  • Sunday: Closed

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Fryer Wealth Planning with Raymond James: A Comprehensive Overview

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Fryer Wealth Planning with Raymond James stands as a respected financial planning firm dedicated to helping individuals and families achieve their long-term financial goals. Located at 9 N Halsted Cir, Rogers, AR 72756, United States, and easily accessible with features such as a wheelchair-accessible car park and wheelchair-accessible entrance, the firm prioritizes client comfort and convenience. Their commitment extends beyond mere financial advice; they cultivate relationships built on trust, transparency, and a deep understanding of each client’s unique circumstances.

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Specialties and Services

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Fryer Wealth Planning specializes in providing a comprehensive suite of financial planning services. Their core competency lies in assisting clients with a wide range of financial needs, including retirement planning, investment management, estate planning, tax planning, and education funding. Financial planner is a central descriptor of their practice, emphasizing their expertise in guiding clients through complex financial decisions. They operate under the umbrella of Raymond James, a full-service financial services firm, leveraging their resources and expertise to deliver superior results. The firm’s approach is holistic, considering all aspects of a client’s financial life to develop tailored strategies for success.

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Location and Accessibility

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The firm’s physical location in Rogers, Arkansas, offers a convenient and professional setting for client consultations. The accessibility features – a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet – demonstrate a genuine commitment to inclusivity and ensuring that all clients can comfortably engage with the firm. Appointments are highly recommended to ensure dedicated attention and personalized service. Contact them at Phone: 4793351174 to schedule a meeting.

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Client Testimonials and Reputation

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Fryer Wealth Planning has garnered a strong reputation within the community, evidenced by its impressive average opinion of 5/5 on Google My Business. The company boasts 16 reviews, reflecting a consistent positive experience among its clientele. These reviews consistently highlight the firm’s responsiveness, knowledge, and dedication to client success. Notably, many clients express appreciation for Fred’s personalized approach and the team’s ability to translate complex financial concepts into easily understandable terms. The emphasis on listening to clients’ goals and providing tailored solutions appears to be a cornerstone of their service philosophy.

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Key Features and Benefits

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  • Personalized Financial Plans: Each client receives a customized plan designed to align with their specific goals and risk tolerance.
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  • Investment Management: Fryer Wealth Planning offers professional investment management services, helping clients grow and preserve their wealth.
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  • Retirement Planning: They provide comprehensive retirement planning strategies, ensuring clients are on track to achieve a comfortable retirement.
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  • Estate Planning: The firm assists with estate planning to protect assets and ensure a smooth transfer of wealth.
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  • Tax Planning: Fryer Wealth Planning offers tax-efficient strategies to minimize tax liabilities.
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  • Ongoing Support: Clients receive ongoing support and guidance to adapt their plans as their circumstances change.
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The firm’s commitment to ongoing education and professional development ensures that their advisors remain at the forefront of industry trends and regulations. They understand that the financial landscape is constantly evolving, and they strive to provide clients with the most up-to-date advice and strategies. Furthermore, their association with Raymond James provides access to a vast network of resources and expertise.

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Website and Additional Information

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For more detailed information about Fryer Wealth Planning, please visit their website: fryerwealthplanning.com. You can also find additional resources and contact information on the website. The firm’s website showcases their commitment to transparency and client education.

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In essence, Fryer Wealth Planning with Raymond James represents a trusted and experienced partner for individuals and families seeking to achieve their financial aspirations. Their dedication to personalized service, combined with their expertise and resources, positions them as a leading financial planning firm in the Rogers, Arkansas area.

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👍 Reviews of Fryer Wealth Planning with Raymond James

Fryer Wealth Planning with Raymond James - Rogers, Arkansas
Alden W.
5/5

Fred and team are excellent to work with. Fred listened to our financial goals and helped us with the appropriate next steps for achieving them. He and his team are knowledgable, attentive, and organized. We look forward to continuing to work with Fred for many years to come.

Fryer Wealth Planning with Raymond James - Rogers, Arkansas
Wendy K.
5/5

I'm greeted by all as a valued customer. Fred Fryer is very knowledgeable as a financial planner and I have full confidence that he has my best interests at heart and listens to my concerns, as well as goals for investing. His plans for future are well researched and thought out, and he explains to me why he has chosen the investment paths for me. Both Melissa and Rebekah are well qualified assistants and willing to help in any way I ask. All three keep me confident that my investments are in good hands with them at Raymond James.

Fryer Wealth Planning with Raymond James - Rogers, Arkansas
Catherine Y.
5/5

I am so happy that my friends recommended Fryer Wealth Planning to me. Mr. Fred Fryer and his entire staff are very friendly, knowledgeable about wealth planning, helpful in advice about investment options, and overall just nice people. Your company should be very thankful to have them to represent you.

Fryer Wealth Planning with Raymond James - Rogers, Arkansas
Larry P.
5/5

I met Fred & staff several years ago when my then broker at Edward Jones retired. Fred was "immediately likeable" and I grew to quickly appreciate his investment acumen(!) About a year ago he left Jones for Raymond James. Needless to say, I followed him on his move. It is my pleasure to give Fred, Melissa, & Rebekah my "wholehearted endorsement!" You will never meet a nicer group of people who are committed to serving your financial & investment needs in every way(!)

Patrick L. (Larry) Patton

Fryer Wealth Planning with Raymond James - Rogers, Arkansas
dianne G.
5/5

Fred is very knowledgeable and personable. I have been a client for over ten years. He has helped me plan for retirement. It is always a pleasure coming in and discussing what’s going on in my life and reviewing my financial future.

Fryer Wealth Planning with Raymond James - Rogers, Arkansas
Stuart R.
5/5

Fred is a fantastic counselor when it comes to helping us manager our funds. He has done a fantastic job for us over the past 12 years.

Fryer Wealth Planning with Raymond James - Rogers, Arkansas
Jack B.
5/5

For any service you may need, in the financial world, Fryer Wealth Planning is the place to go. The staff is very friendly and, most importantly, very knowledgeable. You will not be disappointed.

Fryer Wealth Planning with Raymond James - Rogers, Arkansas
John B.
5/5

An outstanding firm because of the outstanding people! Fred, Melissa and Rebekah are not only good at what they do, but are also truly amazing people.

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