Edward Jones - Financial Advisor: Erik Dartsch, CFP® - Woodland Park, Colorado

Edward Jones – Financial Advisor: Erik Dartsch, CFP®

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For individuals and families seeking comprehensive and personalized financial guidance, Edward Jones – Financial Advisor: Erik Dartsch, CFP® presents a dependable and experienced solution. Located in Woodland Park, Colorado, Mr. Dartsch offers a tailored approach to managing finances, encompassing a broad range of services designed to meet unique needs and goals. This dedicated financial consultant prioritizes building long-term relationships with his clients, fostering trust and understanding as the cornerstone of their financial planning process.

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About Erik Dartsch, CFP®

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Erik Dartsch, CFP®, is a seasoned financial advisor with a commitment to helping clients achieve financial security and realize their aspirations. Holding the prestigious Certified Financial Planner® designation, Mr. Dartsch possesses the knowledge and expertise to provide sound advice across various financial areas. He focuses not just on investment strategies but also on holistic financial planning, incorporating retirement, education, estate planning, and insurance into a cohesive strategy. His approach is rooted in a deep understanding of his clients’ individual circumstances and risk tolerance.

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Specialties and Services

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• Financial Consultant: Mr. Dartsch specializes in providing expert advice on a wide array of financial matters, assisting clients in navigating complex decisions.

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• Finance Broker: He facilitates the arrangement of various financial products and services, matching clients with solutions that align with their objectives.

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• Investment Service: Mr. Dartsch offers comprehensive investment management services, including portfolio construction, asset allocation, and ongoing monitoring.

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• Stock Broker: He provides access to a diverse range of stock market investments, ensuring clients have the opportunity to participate in the growth potential of the market.

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Edward Jones operates on a unique relationship-based model. Unlike many brokerage firms, Mr. Dartsch doesn’t operate on a transaction basis. His compensation is tied to his clients’ long-term success, reinforcing his commitment to providing unbiased and client-focused advice. This commitment fosters a collaborative environment where clients feel comfortable discussing their financial concerns openly and honestly.

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Location and Contact Information

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Address: 1200 US-24 Suite 201, Woodland Park, CO 80863, United States.

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Phone: 7197550060.

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Website: edwardjones.com.

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Points of Interest & Accessibility

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Mr. Dartsch’s office is designed with the client experience in mind. Several accessibility features are available to ensure a comfortable visit for all:

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• Wheelchair-accessible car park.

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• Wheelchair-accessible entrance.

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• Wheelchair-accessible toilet.

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• Toilet facilities are available.

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• Appointments are recommended to ensure adequate time for a thorough discussion of your financial goals.

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Client Feedback and Reputation

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Opinions: This company has 9 reviews on Google My Business.

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Average opinion: 4.6/5. The overwhelmingly positive feedback highlights Mr. Dartsch’s dedication to client service and his expertise in financial planning. Clients consistently praise his approachable demeanor, his willingness to explain complex financial concepts in a clear and understandable manner, and his commitment to prioritizing their individual needs. Reviews frequently mention his proactive communication and his ability to instill confidence in clients’ financial futures. Here’s a summary of common themes found in the reviews:

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• Personalized Service: Clients appreciate the individualized attention and the fact that Mr. Dartsch takes the time to understand their unique circumstances.

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• Trust and Integrity: Many reviewers express confidence in Mr. Dartsch’s ethical standards and his commitment to acting in their best interests.

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• Clear Communication: Clients consistently commend his ability to explain financial concepts in a way that is easy to grasp.

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• Long-Term Partnership: Several reviews mention the value of the ongoing relationship and the feeling of being a trusted advisor.

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In conclusion, Edward Jones – Financial Advisor: Erik Dartsch, CFP® provides a valuable service for those seeking a trustworthy and knowledgeable financial partner. His commitment to building lasting relationships, combined with his comprehensive expertise, makes him an excellent choice for individuals and families looking to achieve their financial goals. The accessible office and convenient contact information further enhance the client experience.

",
"summary": "Erik Dartsch, CFP® at Edward Jones, offers personalized financial consulting, investment services, and estate planning, prioritizing client relationships and building long-term financial security.",
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