Edward Jones - Financial Advisor: Chris Ellis, AAMS™ - Creedmoor, North Carolina

Edward Jones – Financial Advisor: Chris Ellis, AAMS™

For individuals and families seeking comprehensive financial guidance, Chris Ellis, AAMS™ at Edward Jones offers a personalized approach to wealth management. Located at 302 N Main St, Creedmoor, NC 27522, Mr. Ellis is a dedicated financial consultant committed to understanding and meeting his clients’ unique financial goals. He specializes in a range of services, including finance brokerage, investment services, and stock brokerage, providing a holistic view of a client’s financial landscape.

About Chris Ellis, AAMS™

Chris Ellis has dedicated his career to helping clients achieve financial security and prosperity. As an AAMS™ (Accredited Asset Management Specialist), he possesses a deep understanding of investment strategies, retirement planning, estate planning, and tax-efficient investing. His commitment extends beyond simply managing investments; he prioritizes building strong, trusting relationships with his clients. He regularly takes the time to thoroughly explain complex financial concepts in a clear and accessible manner, ensuring clients are fully informed and comfortable with their decisions. Mr. Ellis’s approach is firmly rooted in a client-centric philosophy – he truly works for his clients, always placing their best interests first. He diligently answers questions and provides ongoing support, fostering a sense of partnership and confidence.

Services Offered

• Investment Management: Chris assists clients in developing customized investment portfolios aligned with their risk tolerance, time horizon, and financial objectives.
• Retirement Planning: He helps clients plan for a secure and comfortable retirement, considering factors such as income needs, healthcare costs, and legacy planning.
• Estate Planning: Mr. Ellis works with clients to address their estate planning needs, including wills, trusts, and beneficiary designations.
• Tax Planning: He offers guidance on tax-efficient investment strategies to minimize tax liabilities.
• Financial Planning: Chris provides comprehensive financial plans covering budgeting, debt management, insurance needs, and goal setting.

Location and Contact Information

Clients can easily reach Chris Ellis at his convenient Creedmoor location:

• Address: 302 N Main St, Creedmoor, NC 27522
• Phone: 95282627
• Website: edwardjones.com

Accessibility and Amenities

Edward Jones is committed to providing a welcoming and accessible environment for all clients. The office at 302 N Main St features:

• Wheelchair Accessible Parking Lot
• Wheelchair Accessible Restroom
• Restroom
• Appointments Recommended (although walk-ins are accommodated where possible)

Client Feedback and Reputation

Edward Jones consistently receives positive feedback from its clients. While specific reviews are available on the company’s Google My Business page (edwardjones.com), general sentiment highlights Mr. Ellis’s dedication, knowledge, and client-focused approach. Clients frequently commend his willingness to explain complex financial matters in a straightforward manner and his genuine commitment to their financial well-being. He demonstrates a strong understanding of his clients’ individual needs, tailoring his advice accordingly. Many clients express gratitude for his attentive service and the peace of mind knowing they are supported by a trusted financial advisor. The team at Edward Jones, under Mr. Ellis’s guidance, strives to provide a consistently positive and supportive experience for every client. The emphasis on building long-term relationships is a core value, fostering trust and confidence.

The average client opinion reflects a satisfaction level of 4 out of 5, demonstrating a high level of client contentment. This positive feedback underscores the value that clients place on Mr. Ellis’s expertise and dedication. His commitment to personalized service and clear communication are clearly appreciated by those he serves.

In essence, Chris Ellis at Edward Jones offers a reliable and professional service, built on a foundation of trust and expertise. For anyone seeking a dedicated financial advisor in the Creedmoor, NC area, he represents a valuable resource for achieving their financial goals.

👍 Reviews of Edward Jones - Financial Advisor: Chris Ellis, AAMS™