Edward Jones - Financial Advisor: William L Lucas, CFP® - St. Louis, Missouri

Edward Jones - Financial Advisor: William L Lucas, CFP®

When considering financial advice, choosing the right advisor is crucial. William L. Lucas, a certified financial planner (CFP®) with Edward Jones, stands out as a dedicated professional located at 11960 Westline Industrial Dr Suite 200, St. Louis, MO 63146, United States. His contact number is 314-542-0177, and potential clients can reach out to him through the Edward Jones website: edwardjones.com. This location is known for its wheelchair-accessible car park, wheelchair-accessible entrance, and facilities including a wheelchair-accessible toilet, ensuring that clients with mobility issues can easily visit without hassle.

Key Features:
- Specialties: William L. Lucas offers a range of financial services including financial consulting, finance brokerage, investment services, and stock brokerage. His expertise spans across various financial domains, aimed at catering to a diverse client base.
- Appointments Recommended: Given the personalized nature of his services, it's advisable for potential clients to schedule appointments in advance to make the most of their consultation time.
- Website: For those interested in learning more about William Lucas's services and background, his profile on Edward Jones' platform provides insights into his approach and philosophy towards financial planning.

Despite his extensive credentials and the high-quality services offered, William L. Lucas has yet to garner any reviews on Google My Business. This absence of customer feedback means the average opinion remains at 0/5, which might raise concerns for prospective clients. However, this lack of reviews could also suggest a client-focused approach that prioritizes individual consultations over public feedback.

Recommendations for Prospective Clients:
- Given the lack of public reviews, it may be prudent for individuals to inquire directly with William L. Lucas about his experience, approach, and how he addresses specific financial concerns before committing to his services.
- Consider the unique accessibility features of his office as a positive aspect, especially for those with mobility challenges.
- Reflect on the specialized services he offers to ensure they align with your financial goals and needs.