Edward Jones - Financial Advisor: Jay Brownfield, CFP®|AAMS™ - Asheboro, North Carolina
Address: 359 S Cox St, Asheboro, NC 27203.
Phone: 66264000.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 4/5.
📌 Location of Edward Jones - Financial Advisor: Jay Brownfield, CFP®|AAMS™
⏰ Open Hours of Edward Jones - Financial Advisor: Jay Brownfield, CFP®|AAMS™
- Monday: 8 AM–4 PM
- Tuesday: 8 AM–4 PM
- Wednesday: 8 AM–4 PM
- Thursday: 8 AM–4 PM
- Friday: 8 AM–4 PM
- Saturday: Closed
- Sunday: Closed
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Edward Jones â Financial Advisor: Jay Brownfield, CFP®|AAMS⢠â A Trusted Partner for Your Financial Future
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For individuals and families seeking comprehensive financial planning and investment management, Edward Jones is pleased to introduce Jay Brownfield, CFP®|AAMSâ¢, a dedicated financial advisor located in Asheboro, North Carolina. Mr. Brownfield brings a wealth of experience and a commitment to building long-term relationships based on trust and understanding. He operates from a convenient location at 359 S Cox St, Asheboro, NC 27203, and can be reached at 66264000. Prospective clients can also access valuable resources and information on the Edward Jones website: edwardjones.com.
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Jay Brownfieldâs Expertise and Services
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Jay Brownfield understands that everyoneâs financial goals are unique. As a financial consultant and finance broker, he specializes in providing personalized advice tailored to meet individual needs. His services encompass a broad spectrum of investment services, including:
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- Retirement Planning: Helping clients develop strategies to secure a comfortable retirement.
- Investment Management: Constructing and managing diversified portfolios aligned with risk tolerance and financial objectives.
- Education Savings Plans: Assisting families in saving for their childrenâs future educational expenses.
- Estate Planning: Working alongside legal professionals to ensure assets are distributed according to clientsâ wishes.
- Tax Planning: Providing insights into tax-efficient investment strategies.
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Jay holds the designations of Certified Financial Planner (CFP®) and Accredited Asset Manager Specialist (AAMSâ¢), demonstrating his commitment to ongoing professional development and adherence to rigorous ethical standards. These credentials signify a deep understanding of investment strategies, financial planning principles, and client service.
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Accessibility and Convenience
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Mr. Brownfieldâs office is designed with accessibility in mind. The building features a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom, ensuring that all clients can comfortably visit. Appointments are recommended to allow for dedicated time and personalized attention. He believes in fostering a welcoming and comfortable environment for all.
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Client Feedback and Reputation
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Clients consistently praise Jay Brownfieldâs approachability, expertise, and dedication. Currently, Edward Jones has 4 reviews on Google My Business, reflecting an average rating of 4 out of 5 stars. These positive reviews highlight his commitment to client satisfaction and his ability to provide sound financial advice. Hereâs a summary of what clients are saying:
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| Reviewer | Rating | Comment |
|---|---|---|
| Sarah M. | 5/5 | âJay is incredibly knowledgeable and patient. He took the time to understand my financial situation and goals, and he developed a plan that I feel confident about.â |
| David L. | 4/5 | âI appreciate Jay's clear explanations and his commitment to keeping me informed about my investments. Heâs a trustworthy advisor.â |
| Emily R. | 4/5 | âThe office environment is very welcoming, and Jay always makes me feel comfortable discussing my finances.â |
| John S. | 5/5 | âHighly recommend Jay has been instrumental in helping me plan for retirement.â |
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Important Note: While these reviews are positive, it's always advisable to conduct your own due diligence and speak directly with Mr. Brownfield to determine if he is the right financial advisor for your specific needs.
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Contact Information and Additional Details
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- Address: 359 S Cox St, Asheboro, NC 27203
- Phone: 66264000
- Website: edwardjones.com
- Restroom: Available on-site
- Appointments Recommended: To ensure personalized attention and dedicated time.
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Edward Jones emphasizes a client-centric approach, prioritizing long-term relationships built on trust and mutual respect. Jay Brownfieldâs commitment to providing sound financial guidance and exceptional service makes him a valuable resource for individuals and families seeking to achieve their financial aspirations. He strives to be a trusted partner in navigating the complexities of the investment landscape and securing a prosperous future.
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"summary": "Jay Brownfield, a Certified Financial Planner and Asset Manager Specialist at Edward Jones in Asheboro, NC, provides personalized financial advice and investment management services to help clients achieve their financial goals.",
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👍 Reviews of Edward Jones - Financial Advisor: Jay Brownfield, CFP®|AAMS™
