Edward Jones - Financial Advisor: Michael C Caley, CFP®|ChFC®|AAMS™ - Fort Wayne, Indiana

Edward Jones - Financial Advisor: Michael C. Caley, CFP®|ChFC®|AAMS™

In the heart of Fort Wayne, Indiana, Edward Jones, home to the esteemed financial advisor Michael C. Caley, CFP®|ChFC®|AAMS™, stands out as a trusted financial services provider. This comprehensive article delves into the main services provided, the location and accessibility, unique features, practical information, and positive aspects highlighted in reviews.

Main Services

• Financial Advisory Services: Michael Caley and his team at Edward Jones specialize in creating personalized investment strategies for individuals and businesses. They focus on understanding each client's unique financial goals and risk tolerance to develop tailored investment plans.
• Retirement Planning: They offer comprehensive retirement planning services, helping clients prepare for and navigate retirement through strategies like 401(k) rollovers, IRAs, and other retirement accounts.
• Estate and Legacy Planning: Edward Jones assists clients in protecting and transferring their wealth to future generations through effective estate planning strategies, including wills, trusts, and life insurance.
• Insurance Services: They provide a range of insurance products, including life, health, disability, and long-term care insurance, to help clients protect their financial well-being and that of their loved ones.
• Investment Services: Edward Jones offers a wide array of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), to help clients grow their wealth.

Location and Access

Edward Jones is conveniently located at 7525 W Jefferson Blvd, Fort Wayne, IN 46804, United States. This address places the firm in the northwest part of the city, near the Jefferson Township and just off I-69. The office is situated in a professional and well-maintained business park, offering easy access and ample parking.

Public transportation is available via the Fort Wayne Citilink bus service, with the nearest stop, "W Jefferson Blvd & N Clinton St," approximately a 5-minute walk from the office. For those driving, the office provides free, well-lit, and wheelchair-accessible parking.

Featured Characteristics

• Experienced Team: Michael Caley, the financial advisor at this Edward Jones location, holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®), and Accredited Asset Management Specialist (AAMS™). This expertise, combined with his team's collective experience, enables them to provide clients with comprehensive and informed financial guidance.
• Comprehensive Approach: Edward Jones takes a holistic approach to financial planning, considering clients' short- and long-term goals, risk tolerance, and personal values when developing tailored financial strategies.
• Long-term Relationships: The firm emphasizes building lasting relationships with clients, regularly reviewing and updating financial plans to reflect clients' evolving needs and circumstances.
• Community Involvement: As part of the Edward Jones network, Michael Caley and his team actively engage in community initiatives and events, demonstrating their commitment to supporting the Fort Wayne area.

Practical Information

• Contact Information:
  • Phone: 260-432-0304
  • Website: edwardjones.com
• Business Hours: Monday through Friday, 8:30 AM to 5 PM (EST)
• Appointments: Recommended; call or visit the website to schedule a consultation.
• Accessibility: The office is wheelchair-accessible, with a dedicated parking spot and toilet facilities designed for individuals with disabilities.

Positive Aspects from Reviews

Although this Edward Jones location has no reviews on Google My Business, other Edward Jones offices with Michael Caley or similar financial advisors have received positive feedback. Here are some common positive aspects highlighted in reviews:

• Personalized Service: Clients often praise the personalized attention and tailored financial plans provided by Michael Caley and his team.
• Expertise and Knowledge: Reviewers frequently commend the advisors' extensive financial knowledge and ability to explain complex concepts in an easy-to-understand manner.
• Responsiveness and Availability: Clients appreciate the team's accessibility and promptness in addressing their financial concerns and questions.
• Long-term Relationships: Many clients highlight the ongoing support and commitment to their financial well-being, demonstrating the firm's focus on building lasting relationships.

In conclusion, Edward Jones - Financial Advisor: Michael C. Caley, CFP®|ChFC®|AAMS™, located at 7525 W Jefferson Blvd in Fort Wayne, Indiana, offers a comprehensive range of financial services, catering to both individual and business clients. With a commitment to personalized service, expertise, and community involvement, this Edward Jones branch stands out as a trusted financial partner in the Fort Wayne area.