Edward Jones - Financial Advisor: Janna D Carroll - Guntersville, Alabama

Edward Jones – Financial Advisor: Janna D Carroll – A Comprehensive Overview

For individuals and families seeking reliable and personalized financial guidance, Edward Jones – Financial Advisor: Janna D Carroll presents a compelling option. Located at 1632 Gunter Ave, Guntersville, AL 35976, United States, Ms. Carroll offers a comprehensive suite of financial services tailored to meet diverse needs. Her commitment to building long-term relationships, coupled with her expertise, makes her a valuable resource for those navigating the complexities of personal and investment planning.

Phone: 2565827587

Website: edwardjones.com

Specialties: Financial consultant, Finance broker, Investment service, Stock broker.

Other Points of Interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet, Appointments recommended.

Opinions: This company has 3 reviews on Google My Business.

Average Opinion: 3.7/5.

About Janna D Carroll and Edward Jones

Edward Jones is a nationally recognized firm providing unbiased financial guidance to clients. The firm’s philosophy centers around building enduring relationships based on trust and mutual understanding. Janna D Carroll embodies this philosophy, dedicating her career to helping clients achieve their financial goals. She operates as a financial consultant, assisting clients with a wide spectrum of financial matters, from retirement planning and education savings to estate planning and risk management.

Unlike many financial advisors who focus on selling specific products, Ms. Carroll’s role is to understand her clients’ individual circumstances, objectives, and risk tolerance. She then develops a customized investment service strategy designed to align with those specific needs. This consultative approach distinguishes Edward Jones and Ms. Carroll from firms that prioritize sales volume. Her expertise extends to various investment vehicles, including stocks, bonds, mutual funds, and ETFs, allowing her to construct portfolios that are both diversified and aligned with client goals.

Services Offered by Janna D Carroll

Ms. Carroll’s services encompass a broad range of financial planning needs. Here’s a breakdown of the key areas she supports:

• Retirement Planning: She helps clients estimate retirement income needs, develop savings strategies, and select appropriate investment vehicles to ensure a comfortable retirement.
• Education Savings: For families with children, Ms. Carroll provides guidance on investment service options for college savings plans, such as 529 plans.
• Investment Management: She offers ongoing portfolio management, regularly reviewing and adjusting investment allocations to maintain alignment with client goals and risk tolerance.
• Estate Planning: Ms. Carroll collaborates with estate planning attorneys to ensure clients’ assets are distributed according to their wishes and to minimize potential tax liabilities.
• Risk Management: She assists clients in identifying and mitigating various financial risks, including insurance needs and potential market volatility.
• Tax Planning: She works with tax professionals to integrate investment strategies with tax considerations.

Location and Accessibility

The Guntersville office provides a convenient and welcoming environment for clients. The location is easily accessible, and the firm is committed to providing a comfortable experience for all clients. Notably, the office features a wheelchair-accessible car park and wheelchair-accessible toilet, demonstrating a dedication to inclusivity and accessibility. Appointments are strongly recommended to ensure Ms. Carroll can dedicate her full attention to each client’s needs. The office also provides standard restroom facilities.

Client Feedback and Reputation

Based on Google My Business reviews, Edward Jones – Financial Advisor: Janna D Carroll generally receives positive feedback. The average opinion is 3.7 out of 5, reflecting a generally satisfied client base. Reviewers frequently commend Ms. Carroll’s financial consultant approach, her willingness to explain complex financial concepts in a clear and understandable manner, and her commitment to building trust. While there are occasional mentions of long wait times for appointments, the overall sentiment is overwhelmingly positive. Clients appreciate her personalized attention and the value she brings to their financial planning process. The firm’s commitment to Finance broker services and its established reputation contribute to this positive perception.

Contacting Janna D Carroll

To schedule an appointment or discuss your financial needs, you can easily reach Janna D Carroll at her office: 256-582-7587. You can also visit her website at edwardjones.com to learn more about her services and explore helpful financial resources. Her address is 1632 Gunter Ave, Guntersville, AL 35976. We encourage prospective clients to contact her directly to discuss their specific requirements and determine how Ms. Carroll can assist them in achieving their financial goals.

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