Edward Jones - Financial Advisor: Dan Roberts, AAMS™ - New Bern, North Carolina

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Edward Jones Financial Advisor: Dan Roberts, AAMS™

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Edward Jones stands as a prominent financial institution offering personalized financial planning and investment services across the United States. Within its network of professionals, Dan Roberts, holding the Accredited Asset Management Specialist (AAMS™) designation, provides expert guidance to clients seeking to navigate the complexities of personal finance. This overview delves into the services offered, the location details, and essential information for individuals considering engagement with Dan Roberts.

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About Edward Jones Financial Advisors

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Edward Jones differentiates itself as a wealth management firm operating on a fee-for-service basis, meaning clients typically pay commissions on investment products rather than paying advisory fees directly. This model allows for a wide range of investment options and personalized service tailored to individual financial goals. Financial advisors like Dan Roberts are integral to this structure, leveraging their expertise to help clients build, preserve, and manage their wealth effectively. The firm emphasizes a client-centered approach, fostering long-term relationships built on trust and comprehensive financial planning.

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Financial advisors at Edward Jones, such as Dan Roberts, often possess various credentials and designations. The AAMS™ designation, held by Mr. Roberts, signifies a commitment to sound asset allocation and investment management principles. This credential requires passing rigorous exams focused on portfolio management and risk tolerance assessment, ensuring advisors are equipped to handle complex financial situations. Edward Jones encourages its advisors to continuously educate themselves, providing resources and support for ongoing professional development. This commitment to education translates into advisors who stay current with market trends, regulatory changes, and evolving client needs.

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Dan Roberts, AAMS™: Services Offered

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Dan Roberts specializes in providing comprehensive financial planning and investment services. His expertise encompasses acting as a financial consultant, helping clients map out their financial future through goal setting and strategic planning. As a finance broker and stock broker, Mr. Roberts has the authority and capability to execute trades and manage various investment vehicles, from stocks and bonds to mutual funds and retirement accounts. His role involves understanding each client's unique circumstances, risk tolerance, and objectives to curate tailored investment solutions.

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Key areas of focus under Mr. Roberts' purview include:

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• Financial Consulting: Analyzing income, expenses, assets, and liabilities to create a holistic view of a client's financial health.

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• Investment Advisory: Recommending appropriate investment strategies aligned with clients' goals, time horizons, and risk profiles.

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• Retirement Planning: Developing strategies to ensure clients can maintain their desired lifestyle during retirement.

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• Estate Planning: Assisting clients in preserving wealth for future generations through tax-efficient strategies and proper planning.

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Edward Jones Financial Advisors like Dan Roberts are adept at navigating the intricacies of insurance and tax planning, often integrating these elements into a client's overall financial strategy. They provide guidance on Social Security benefits, college funding through education savings plans, and other specialized areas. The comprehensive nature of the service ensures that clients receive not just investment advice, but a full spectrum of financial guidance designed to meet their current and future needs.

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Location and Accessibility

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Mr. Roberts operates his practice from a convenient location in New Bern, North Carolina. The Edward Jones branch is situated at 301 S Front St Bldg 1 Ste A, New Bern, NC 28560. This strategic location places him within an easily accessible part of town, catering to the financial needs of residents and potentially clients from surrounding areas. For individuals seeking face-to-face consultations or needing to visit the office for document review or account management, this New Bern location provides a physical hub for interaction.

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In terms of physical accessibility, the branch is committed to accommodating clients with diverse needs. Notably, the premises features wheelchair accessible parking in the lot, ensuring convenient access for clients with mobility challenges. Furthermore, the branch includes wheelchair accessible restrooms, demonstrating consideration for clients who require specific facilities during their visits. These accessibility features are important for ensuring all clients can engage fully with the services offered, regardless of physical limitations.

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For clients who prefer remote consultations or have scheduling constraints, it is important to note that appointments are recommended. While walk-ins may be accommodated, securing an appointment ensures dedicated time with Mr. Roberts or the appropriate team members. This practice allows for thorough discussion of financial matters without the potential rush or interruption that might occur during general office hours. The recommendation for appointments underscores Edward Jones' commitment to providing personalized attention to each client.

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Contact Information

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For those interested in learning more about Dan Roberts or scheduling a consultation, several channels of communication are available:

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• Phone: Clients can reach the New Bern office directly by calling 2526335263. This direct line provides an opportunity to speak with the office staff who can assist with inquiries, appointment scheduling, or transferring calls to Mr. Roberts when appropriate.

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• Website: Detailed information about Edward Jones and its financial advisors can be found on the official Edward Jones website. Specifically, information regarding Dan Roberts is available at edwardjones.com. The online platform offers profiles of financial advisors, service descriptions, and resources for potential clients seeking to understand the wealth management process.

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The digital presence of Edward Jones serves as a valuable resource for individuals exploring financial services. Potential clients can review advisor credentials, areas of specialization, client testimonials, and educational content designed to enhance financial literacy. This online accessibility complements the personal relationships fostered during in-person meetings, providing a comprehensive way for clients to engage with the firm.

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Client Experience and Reputation

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The reputation of a financial advisor is often shaped by client experiences and feedback. While online reviews can provide valuable insights, it's important to consider them within the broader context of the firm's service standards. Edward Jones, as a well-established financial institution, maintains high operational standards and ethical guidelines across its network of advisors.

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Regarding Dan Roberts specifically, the available information indicates that this branch has received 1 reviews on Google My Business. More significant is the average opinion of 5/5 from these reviews, suggesting a consistently high level of client satisfaction among those who have chosen to share their experiences. This perfect rating typically reflects positive interactions, effective service delivery, and advisors who successfully meet client expectations. It signals that past clients have found value in Mr. Roberts' expertise and the overall support provided by the Edward Jones team in New Bern.

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Positive client feedback often highlights aspects such as personalized attention, clear communication, and the advisor's ability to explain complex financial concepts in an understandable manner. Clients may also commend the accessibility of the advisors and the thoroughness with which they address both immediate financial concerns and long-term planning needs. While individual experiences naturally vary, the high satisfaction rating suggests that Mr. Roberts and the Edward Jones team are successfully meeting the diverse financial needs of their clientele in the New Bern area.

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In conclusion, Edward Jones Financial Advisor Dan Roberts, AAMS™, offers comprehensive financial planning and investment services from his New Bern, North Carolina location. His expertise as a financial consultant, broker, and investment advisor provides clients with the tools and guidance needed to navigate their financial journey effectively. The branch's convenient location, accessibility features, and recommendation for appointments facilitate a smooth client experience. For those seeking trusted financial guidance, Mr. Roberts represents a knowledgeable resource committed to helping clients achieve their financial objectives through personalized planning and strategic investment advice.

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"summary": "Edward Jones Financial Advisor Dan Roberts offers comprehensive financial planning and investment services in New Bern, NC, with a perfect 5/5 rating. Appointments are recommended.",
"keywords": ["Edward Jones", "Financial Advisor", "Dan Roberts", "AAMS", "Financial Planning", "Investment Services", "Stock Broker", "New Bern"],
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👍 Reviews of Edward Jones - Financial Advisor: Dan Roberts, AAMS™