Edward Jones - Financial Advisor: Bill Greenwald, AAMS® - Andalusia, Alabama

Edward Jones – Financial Advisor: Bill Greenwald, AAMS®

For individuals and families seeking comprehensive financial guidance, Edward Jones – Financial Advisor: Bill Greenwald, AAMS® presents a reliable and personalized service. Located at 3 E Ct Square, Andalusia, AL 36420, United States, Bill Greenwald offers a dedicated approach to helping clients achieve their financial goals. He operates as a financial consultant, finance broker, and investment service provider, ensuring a holistic approach to wealth management.

About Bill Greenwald, AAMS®

Bill Greenwald holds the designation of AAMS®, signifying his adherence to high professional standards and expertise in financial planning. His primary focus is understanding each client’s unique circumstances, risk tolerance, and aspirations. He specializes in crafting tailored investment strategies designed to align with these individual needs. Mr. Greenwald’s experience spans a considerable period, allowing him to navigate various market conditions and provide informed recommendations. He is committed to building long-term relationships based on trust and transparency.

Services Offered

Bill Greenwald provides a wide range of services, including:

• Retirement Planning: Helping clients plan for a secure and comfortable retirement, considering factors like savings, Social Security, and investment growth.
• Investment Management: Constructing and managing diversified investment portfolios based on client objectives and risk profiles.
• Education Savings Plans: Assisting families in saving for their children’s education through options like 529 plans.
• Estate Planning: Collaborating with legal professionals to ensure clients’ assets are distributed according to their wishes.
• Insurance Planning: Assessing insurance needs to protect clients and their families from financial hardship.

Location and Contact Information

Address: 3 E Ct Square, Andalusia, AL 36420, United States
Phone: 3342225806
Website: edwardjones.com

Points of Interest

Clients can expect a welcoming environment at Bill Greenwald’s office. The location includes:

• Wheelchair-accessible car park: Ensuring convenient access for all visitors.
• Toilet facilities: Providing comfort and convenience.
• Appointments recommended: To allow for dedicated, personalized attention and thorough planning discussions.

Client Feedback & Reputation

Currently, Edward Jones – Bill Greenwald, AAMS® has 0 reviews on Google My Business. This indicates a relatively new or sparsely reviewed profile. However, the established reputation of Edward Jones across the country offers a strong foundation of trust and reliability. It's advisable for prospective clients to actively seek out additional information and testimonials, if available, through the Edward Jones website or by contacting the firm directly.

Overall Impression

Bill Greenwald, as a financial advisor within the Edward Jones network, represents a solid option for individuals seeking a dependable and knowledgeable professional. While current reviews are limited, the firm's longstanding history and commitment to client service are noteworthy. The availability of accessible facilities and the recommendation for appointments further enhance the client experience. Prospective clients are encouraged to schedule a consultation to discuss their specific financial needs and explore the potential benefits of working with Mr. Greenwald and the Edward Jones team. His focus on building long-term relationships and providing personalized strategies makes him a valuable resource for achieving financial security.

Key Takeaway: Edward Jones – Bill Greenwald, AAMS® offers personalized financial advice and investment management services with a focus on long-term client relationships.