Edward Jones - Financial Advisor: Paul B Tibbs, CFP® - Sedona, Arizona

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Edward Jones - Financial Advisor: Paul B Tibbs, CFP® – A Trusted Partner for Your Financial Future

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For individuals and families seeking comprehensive and personalized financial planning, Edward Jones is pleased to introduce Paul B. Tibbs, CFP® – a dedicated Financial Advisor located in Sedona, Arizona. Mr. Tibbs operates from the firm’s office at 210 Sunset Dr suite f, Sedona, AZ 86336, United States, offering a stable and reliable resource for navigating the complexities of personal and retirement finances. His commitment extends beyond simply managing investments; he focuses on building long-term relationships based on trust and understanding.

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About Paul B. Tibbs, CFP®

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Paul B. Tibbs, CFP®, is a seasoned financial consultant with a deep understanding of a wide range of financial needs. He holds the Certified Financial Planner® designation, signifying his adherence to rigorous ethical and professional standards. This credential demonstrates his expertise in areas such as retirement planning, investment management, estate planning, and risk management. Mr. Tibbs prides himself on taking a holistic approach, considering all aspects of a client's financial life to develop tailored strategies. He believes in proactive communication and regularly meets with clients to review their portfolios, discuss market conditions, and adjust plans as needed. His approach is centered around empowering clients to achieve their financial goals with confidence.

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Specialties and Services

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• Investment Services: Paul offers a diverse range of investment options, including stocks, bonds, mutual funds, and ETFs, carefully selected to align with individual risk tolerance and financial objectives.

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• Financial Consultant: He provides expert guidance on a variety of financial matters, helping clients make informed decisions about saving, investing, and spending.

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• Finance Broker: Mr. Tibbs can assist clients with brokerage services, facilitating the purchase and sale of securities.

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• Retirement Planning: A cornerstone of his service is assisting clients in planning for a secure and comfortable retirement, including calculating retirement needs, developing savings strategies, and exploring various retirement account options.

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• Estate Planning: Recognizing the importance of preserving assets and ensuring a smooth transfer of wealth, he collaborates with estate planning attorneys to help clients develop comprehensive estate plans.

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Location and Accessibility

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The Edward Jones office in Sedona is strategically located at 210 Sunset Dr suite f, Sedona, AZ 86336, United States. The office is designed to be a welcoming and comfortable environment for clients. Accessibility is a priority; the location features a wheelchair-accessible car park and a wheelchair-accessible toilet. Furthermore, appointments are required, allowing for a focused and personalized consultation. Appointments are highly recommended to ensure ample time is allocated to discuss your individual circumstances and goals.

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Client Feedback and Reputation

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Edward Jones consistently receives positive feedback from its clients. Currently, the company has 3 reviews on Google My Business, all of which boast an impressive average opinion of 5/5. This demonstrates a strong commitment to client satisfaction and a dedication to providing exceptional service. Clients consistently praise Mr. Tibbs’s knowledge, professionalism, and genuine care for their financial well-being. He’s known for his patient approach and ability to explain complex financial concepts in a clear and understandable manner. The firm’s reputation for stability and trustworthiness is a significant factor for many clients seeking long-term financial partners.

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Contact Information

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To schedule an appointment with Paul B. Tibbs, CFP®, please contact him at 9282827321. You can also learn more about his services and view his profile on the Edward Jones website: edwardjones.com. We encourage prospective clients to explore the website for additional resources and information.

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Additional Points of Interest

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• Toilet Facilities: Accessible toilet facilities are available.

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• Appointment Required: All clients are required to schedule an appointment.

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• Recommended Appointments: Appointments are highly recommended to allow for a thorough discussion of your financial needs.

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Edward Jones – Paul B. Tibbs, CFP® – is dedicated to providing reliable and personalized financial advice, helping clients build a secure financial future. His expertise, combined with the resources of a nationwide firm, makes him an excellent choice for anyone seeking a trusted partner in their financial journey. Investment management and client relationships are at the core of his practice.

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"summary": "Paul B. Tibbs, CFP® at Edward Jones in Sedona, AZ, provides comprehensive financial planning and investment services, focusing on building long-term relationships and helping clients achieve their financial goals.",
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