Edward Jones - Financial Advisor: Sheldon R Clark, AAMS™ - Huntley, Illinois
Address: 12167 Regency Pkwy, Huntley, IL 60142, United States.
Phone: 8476697049.
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 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Edward Jones - Financial Advisor: Sheldon R Clark, AAMS™
⏰ Open Hours of Edward Jones - Financial Advisor: Sheldon R Clark, AAMS™
- Monday: 8 am–5 pm
- Tuesday: 8 am–5 pm
- Wednesday: 8 am–5 pm
- Thursday: 8 am–5 pm
- Friday: 8 am–4 pm
- Saturday: Closed
- Sunday: Closed
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Introduction to Sheldon R Clark, Edward Jones Financial Advisor
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For individuals and families seeking comprehensive financial guidance, Sheldon R Clark, AAMS⢠at Edward Jones, offers a personalized approach to wealth management. Located at 12167 Regency Pkwy, Huntley, IL 60142, Mr. Clark is a dedicated financial consultant committed to helping clients achieve their financial goals. His firm, Edward Jones, has a long-standing reputation for integrity and client-focused service, making it an ideal partner for those navigating the complexities of investing, retirement planning, and estate management.
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About Sheldon R Clark, AAMSâ¢
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Sheldon R Clark, AAMSâ¢, brings a wealth of experience to his role as a financial advisor. The AAMS⢠designation signifies a commitment to professional excellence and adherence to rigorous ethical standards. He specializes in providing tailored financial solutions, moving beyond simple transactions to build lasting relationships based on trust and understanding. Mr. Clarkâs approach is characterized by a genuine interest in his clientsâ lives and their aspirations. He believes in taking the time to truly understand each clientâs unique circumstances, risk tolerance, and financial objectives. This personalized approach, combined with Edward Jonesâ extensive resources, allows him to craft strategies designed specifically for each individual.
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Services Offered â A Comprehensive Portfolio
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- Investment Services: Mr. Clark assists clients with a wide range of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). He carefully evaluates these options based on client goals and risk profiles, ensuring a diversified portfolio that aligns with their needs.
- Retirement Planning: Planning for a comfortable retirement is a crucial aspect of financial health. Sheldon assists clients in developing strategies for accumulating sufficient savings, managing withdrawals, and maximizing tax efficiency.
- Financial Planning: He helps clients create comprehensive financial plans that encompass budgeting, debt management, insurance needs, and estate planning considerations.
- Estate Planning: Recognizing the importance of protecting assets and ensuring a smooth transfer of wealth, Mr. Clark provides guidance on estate planning strategies, including wills, trusts, and beneficiary designations.
- Stock Broker Services: As a registered stock broker, he facilitates the buying and selling of stocks and other securities on behalf of his clients.
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Location and Accessibility
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The Huntley office, located at 12167 Regency Pkwy, Huntley, IL 60142, is easily accessible. Important accessibility features include a wheelchair-accessible car park and a wheelchair-accessible entrance. The office also boasts a wheelchair-accessible toilet, demonstrating a commitment to inclusivity and ensuring that all clients can comfortably visit. Appointments are recommended to ensure dedicated time and attention for each client. The facility also has standard toilet facilities.
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Contact Information
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Clients can reach Sheldon R Clark, AAMS⢠directly at Phone: 8476697049. For more detailed information and to schedule an appointment, please visit the Edward Jones website: edwardjones.com. Itâs worth noting that the company currently has 1 reviews on Google My Business, all of which indicate a consistently positive experience.
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Client Feedback & Reputation
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Based on client feedback, Sheldon Clark is consistently praised for his engaging approach and his dedication to understanding his clientsâ needs. Many clients comment on his willingness to take the time to discuss their financial goals and concerns in detail. His commitment to the community is also frequently highlighted, suggesting a genuine desire to build relationships beyond the purely financial realm. The average opinion is a remarkable 5/5, reflecting a high level of client satisfaction. This suggests a strong emphasis on building trust and providing exceptional service.
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"summary": "Sheldon R Clark, a dedicated financial advisor at Edward Jones, provides personalized financial consulting, investment services, and retirement planning to clients in Huntley, Illinois, known for his commitment to client relationships and community engagement.",
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👍 Reviews of Edward Jones - Financial Advisor: Sheldon R Clark, AAMS™
