Edward Jones - Financial Advisor: David Lammers, CFP®|AAMS™|CRPC™ - McHenry, Illinois

Okay, here’s a detailed overview of Edward Jones – Financial Advisor: David Lammers, CFP®|AAMS™|CRPC™, formatted as requested, aiming for a formal and approachable tone:

Introduction to David Lammers, CFP®|AAMS™|CRPC™

For individuals and families seeking comprehensive financial guidance, Edward Jones presents a trusted and experienced resource. David Lammers, a Financial Advisor located in McHenry, Illinois, serves as a dedicated partner in helping clients achieve their financial goals. Mr. Lammers’ commitment extends beyond simply managing investments; he prioritizes building long-term relationships based on trust and understanding.

Location and Contact Information

David Lammers’ office is conveniently situated at 3923 Mercy Dr Unit H, McHenry, IL 60050. Clients can easily reach him by phone at 53442925. His website, edwardjones.com, provides a wealth of information and resources, including market insights and educational materials.

Specializations and Services

Mr. Lammers’ expertise encompasses a broad range of Financial Consultant services, including acting as a Finance Broker and providing Investment Services. He is adept at assisting clients with various aspects of their financial lives, such as retirement planning, education funding, estate planning, and income tax planning. Furthermore, he offers support as a Stock Broker, navigating the complexities of the stock market to align with individual investment strategies.

Points of Interest and Accessibility

Edward Jones recognizes the importance of accessibility for all clients. The office at 3923 Mercy Dr Unit H is equipped with a Wheelchair accessible entrance, Wheelchair accessible parking lot, and a Wheelchair accessible restroom, demonstrating a commitment to inclusivity. Clients are encouraged to schedule an appointment in advance to ensure personalized attention. Restrooms are also available on-site.

Client Feedback and Reputation

Edward Jones consistently receives positive feedback, as evidenced by its 11 reviews on Google My Business, with an average rating of 4.3/5. These reviews highlight a consistent theme of Mr. Lammers’ dedication to his clients’ individual needs and his methodical approach to planning. It appears he prioritizes understanding a client's unique circumstances and long-term objectives before recommending any course of action – a dedication to client-centric planning is evident.

Key Characteristics & Approach

Based on client feedback, David Lammers distinguishes himself through a highly personalized approach. He doesn’t simply push products; he takes the time to thoroughly analyze a client’s financial situation, discuss their goals, and present a range of options tailored to their specific needs. He seems particularly skilled at helping clients maintain a balanced perspective, ensuring investments align with their overall financial strategy rather than being dictated by market fluctuations.

Recommendation

For those seeking a Financial Advisor who prioritizes relationship building, detailed planning, and a client-focused approach, David Lammers at Edward Jones is a highly recommended resource. We encourage prospective clients to visit his website – edwardjones.com – to schedule an appointment and discuss how his expertise can help you achieve your financial aspirations.

👍 Reviews of Edward Jones - Financial Advisor: David Lammers, CFP®|AAMS™|CRPC™

Mike M.

5/5

I cannot speak highly enough about Dave Lammers and his attention to detail on your personal goals. I have a few investment accounts and he made sure to look out for what was best for my future versus trying to move everything to Edward Jones. He is very good with presenting options and helping with future planning. I highly recommend him no matter what level of investing or financial planning you may be considering.

Bobbi B.

5/5

I can't say enough good things about David Lammers - He listens, he's not motivated by his own agenda for your investments and he's got an approach that makes makes you feel comfortable and confident in your financial future! I refer everyone to him and have received nothing but excellent feedback on the experiences and results they receive.

Nicholas D.

1/5

Over five years investing with Edward Jones
Have made approx three dollars
You would make more money leaving it under your bed.
Need a new financial advisor!!!!!
And financial institution.

Geri C.

5/5

David is amazing to work with - knowledgeable, kind, patient! Money well invested with him!

Glenn J.

5/5

Dave has been a great help.

Casey C.

5/5

I highly recommend David as a knowledgeable and trustworthy financial planner!

Casey B.

5/5

Great experience! David has been amazing!

Phil K.

5/5