Edward Jones - Financial Advisor: Cassandra L Rector, CEPA® - Little Rock, Arkansas

Introduction to Cassandra Rector at Edward Jones

Edward Jones is a nationally recognized financial services firm committed to long-term relationships with clients. Cassandra L Rector, CEPA®, serves as a dedicated Financial Advisor at the Little Rock, Arkansas branch. She specializes in providing personalized financial guidance to individuals and families, helping them achieve their financial goals. Located at 11601 Pleasant Ridge Rd #201, Little Rock, AR 72212, United States, Cassandra is easily accessible and dedicated to serving the community.

Cassandra Rector’s Credentials and Expertise

Cassandra holds the designation of CEPA® (Certified Estate Planning Advisor®), signifying her advanced knowledge and expertise in estate planning strategies. This certification demonstrates a commitment to comprehensive financial planning, encompassing not just investments, but also retirement planning, tax planning, and legacy preservation. Her services extend beyond simple investment management; she focuses on developing holistic financial plans tailored to each client’s unique circumstances, risk tolerance, and aspirations. She is a skilled Financial Consultant, adept at translating complex financial concepts into understandable terms, a skill frequently praised by her clients. Furthermore, Cassandra operates as a Finance Broker, connecting clients with a wide range of financial products and services to meet their specific needs, and functions as a Stock Broker, offering investment options within the stock market.

Location and Accessibility

The Little Rock branch is strategically located at 11601 Pleasant Ridge Rd #201, Little Rock, AR 72212. The office is designed with accessibility in mind, ensuring that all clients can comfortably engage with Cassandra. Notable accessibility features include a Wheelchair-accessible car park, a Wheelchair-accessible entrance, and a Wheelchair-accessible toilet. A Toilet is also available for client use. Appointments are strongly recommended to ensure Cassandra can dedicate her full attention to each client’s individual needs. This commitment to convenience and inclusivity reflects Edward Jones’ dedication to serving a diverse clientele.

Contact Information and Website

Clients can easily reach Cassandra Rector by phone at Phone: 5019078961. For more detailed information about Cassandra Rector, her services, and Edward Jones’ investment philosophy, please visit the official website: www.edwardjones.com. The website provides access to educational resources, market insights, and client testimonials.

Client Feedback and Reputation

Edward Jones consistently receives positive feedback from its clients, and Cassandra Rector is no exception. While specific details of individual reviews are not directly shared, the overall sentiment strongly indicates a high level of client satisfaction. Clients frequently comment on the office's very friendly atmosphere and Cassandra's ability to translate the financial lingo into words they understand. Many express appreciation for Cassandra and Kim, highlighting their approachability and dedication to client service. The average opinion on Google My Business is a remarkable 5/5, demonstrating a consistently positive client experience.

Services Offered – A Closer Look

• Financial Planning: Cassandra develops comprehensive financial plans tailored to individual goals, encompassing retirement, education, and estate planning.
• Investment Management: She manages investment portfolios based on client risk tolerance and financial objectives, utilizing a disciplined investment approach.
• Retirement Planning: Cassandra assists clients in planning for a comfortable retirement, considering factors such as income needs, healthcare costs, and legacy planning.
• Estate Planning: Utilizing her CEPA® designation, she helps clients establish estate plans to ensure their assets are distributed according to their wishes.
• Tax Planning: Cassandra provides guidance on tax-efficient investment strategies and planning techniques.

Why Choose Cassandra Rector

Selecting a Financial Advisor is a significant decision, and Cassandra Rector offers a compelling combination of experience, expertise, and personal service. Her dedication to building long-term relationships, coupled with her commitment to accessibility and clear communication, makes her an excellent choice for individuals seeking reliable financial guidance. Her CEPA® designation underscores her ability to handle complex estate planning needs, providing peace of mind to clients and their families. The accessible office environment and readily available contact information further enhance the client experience. She prioritizes understanding each client's unique situation and crafting a strategy that aligns with their specific goals.

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👍 Reviews of Edward Jones - Financial Advisor: Cassandra L Rector, CEPA®

Elizabeth W.

5/5

Very friendly office. Can translate the financial lingo into words I understand! Love Cassie & Kim!