Edward Jones - Financial Advisor: Barry K Revis, AAMS™ - Elkin, North Carolina

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Edward Jones – Financial Advisor: Barry K Revis, AAMS™ – A Trusted Partner for Your Financial Future

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For individuals and families seeking comprehensive and personalized financial planning, Edward Jones – Financial Advisor: Barry K Revis, AAMS™ provides a dedicated and experienced service. Located at 116 E Market St, Elkin, NC 28621, Mr. Revis is a committed professional dedicated to helping clients achieve their long-term financial goals. He operates under the established framework of Edward Jones, a firm renowned for its client-centric approach and unwavering commitment to integrity.

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About Barry K Revis, AAMS™

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Barry K Revis, AAMS™, is a seasoned financial consultant with a deep understanding of the complexities of personal finance. His credentials, including the AAMS™ (Accredited Asset Management Specialist) designation, demonstrate his expertise and commitment to ongoing professional development. He specializes in guiding clients through a wide range of financial services, including retirement planning, investment management, education funding, estate planning, and income tax planning. Mr. Revis prioritizes building strong, lasting relationships with his clients, taking the time to truly understand their unique circumstances, values, and aspirations.

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Services Offered

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• Investment Management: Mr. Revis offers tailored investment strategies designed to align with each client’s risk tolerance, time horizon, and financial objectives. He utilizes a diversified approach, incorporating stocks, bonds, mutual funds, and other investment vehicles.

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• Retirement Planning: He assists clients in developing comprehensive retirement plans, considering factors such as income needs, Social Security benefits, and potential investment growth.

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• Education Funding: For families planning for their children’s education, Mr. Revis can help establish strategies for saving and investing, such as 529 plans.

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• Estate Planning: He provides guidance on estate planning matters, working with clients to ensure their assets are distributed according to their wishes.

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• Income Tax Planning: Mr. Revis can offer strategies to minimize tax liabilities and optimize after-tax investment returns.

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Location and Accessibility

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The Edward Jones office in Elkin, North Carolina, is conveniently located at 116 E Market St, Elkin, NC 28621. Clients can easily reach Mr. Revis by calling 68351124. Accessibility is a priority, and the office features a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. Restrooms are also available for client convenience. Appointments are required, and clients are strongly encouraged to schedule an appointment in advance to ensure optimal service.

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Client Feedback and Reputation

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Edward Jones consistently receives positive feedback from its clients. Currently, the company has 1 reviews on Google My Business, all of which average a 5/5 rating. This demonstrates the high level of client satisfaction and the firm’s commitment to providing exceptional service. Clients consistently praise Mr. Revis’s personalized attention, his clear explanations of complex financial concepts, and his dedication to helping them achieve their goals. The firm's commitment to ethical practices and client confidentiality further enhances its reputation.

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Website and Additional Information

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For more detailed information about Barry K Revis, AAMS™, his services, and Edward Jones, please visit edwardjones.com. On the website, you can access resources such as investment tools, educational materials, and client testimonials. You can also find contact information for the Elkin office and other Edward Jones advisors.

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Key Features and Benefits

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Feature	Description
Personalized Service	Mr. Revis provides individualized attention and tailored financial plans.
Client-Centric Approach	Edward Jones prioritizes its clients’ needs and goals.
Experienced Advisor	Barry K Revis, AAMS™, possesses extensive knowledge and expertise in financial planning.
Comprehensive Services	A wide range of financial services are offered to meet diverse client needs.

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In conclusion, Edward Jones – Financial Advisor: Barry K Revis, AAMS™ offers a reliable and trustworthy partnership for individuals and families seeking expert financial advice and comprehensive financial solutions. The convenient location, accessibility features, and positive client feedback further solidify its position as a valuable resource in the Elkin community. Contact Mr. Revis today to schedule a consultation and begin your journey toward financial success.

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👍 Reviews of Edward Jones - Financial Advisor: Barry K Revis, AAMS™