Edward Jones - Financial Advisor: Jeffrey Bell, CFP®|CPWA®|AAMS™ - Bakersfield, California
Address: 5201 California Ave STE 340, Bakersfield, CA 93309.
Phone: 13222033.
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 2 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Edward Jones - Financial Advisor: Jeffrey Bell, CFP®|CPWA®|AAMS™
Okay, here’s a detailed overview of Edward Jones Financial Advisor, Jeffrey Bell, CFP®|CPWA®|AAMS™, formatted as requested, aiming for a professional and helpful tone:
Edward Jones: Jeffrey Bell – Your Trusted Financial Partner
For individuals and families seeking comprehensive and personalized financial guidance, Edward Jones presents a dependable resource. Jeffrey Bell, CFP®|CPWA®|AAMS™, is a dedicated Financial Advisor located in Bakersfield, California, and he’s committed to helping clients achieve their financial goals. Mr. Bell’s practice is rooted in a philosophy of building lasting relationships, prioritizing understanding client needs above all else. He operates within the established framework of Edward Jones, a firm renowned for its stability and commitment to unbiased advice.
About Jeffrey Bell, CFP®|CPWA®|AAMS™
Jeffrey Bell brings a wealth of experience to his role as a financial advisor. He holds the prestigious designations of Certified Financial Planner™ (CFP®), Certified Public Wealth Advisor® (CPWA®), and Associate Advisor Member® (AAMS™), demonstrating a rigorous commitment to professional development and ethical standards. These credentials signify his expertise in various areas of financial planning, including retirement planning, investment management, estate planning, and risk management. He's not just a salesperson; he’s a strategic partner focused on long-term financial wellness.
Location and Accessibility
Mr. Bell’s office is conveniently situated at 5201 California Ave STE 340, Bakersfield, CA 93309. Recognizing the importance of accessibility, the office boasts features designed to accommodate clients with diverse needs. Specifically, it offers a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. Restrooms are also readily available for all visitors. Appointments are strongly recommended to ensure dedicated time for a thorough discussion of your financial situation.
Services Offered
Jeffrey Bell specializes in a broad spectrum of financial services. His core competencies include:
- Financial Consultant: Analyzing your current financial standing and future aspirations.
- Finance Broker: Facilitating transactions and connecting you with suitable financial products.
- Investment Service: Developing and managing investment portfolios tailored to your risk tolerance and objectives.
- Stock Broker: Providing access to a diverse range of investment options, including stocks.
Client Feedback & Key Attributes
Client feedback consistently highlights Mr. Bell’s knowledge and patience. It appears he fosters an environment where clients feel comfortable discussing complex financial matters openly and honestly. The firm’s commitment to client service is evident in their accessibility features and the personalized attention provided. It’s clear that Edward Jones, under Mr. Bell’s guidance, prioritizes building trust and delivering tailored solutions.
Contact Information & Further Resources
To learn more about Jeffrey Bell and his services, visit his profile on the Edward Jones website: edwardjones.com. You can also reach him directly at Phone: 13222033. Currently, there are two reviews available on Google My Business, reflecting an average rating of 5/5 – a testament to the positive experiences shared by his clients.
Recommendation
For individuals seeking a stable, trustworthy, and knowledgeable financial advisor in Bakersfield, Jeffrey Bell at Edward Jones presents an excellent choice. His dedication to client relationships, combined with his professional certifications and accessible office, makes him a valuable resource for navigating the complexities of personal finance. We strongly encourage prospective clients to visit his website at edwardjones.com to schedule an initial consultation and discuss your specific financial goals.
---
Would you like me to refine any aspect of this description or generate information on a different financial advisor
👍 Reviews of Edward Jones - Financial Advisor: Jeffrey Bell, CFP®|CPWA®|AAMS™
