Edward Jones - Financial Advisor: Dana J Worland, AAMS™ - Vincennes, Indiana

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Edward Jones – Financial Advisor: Dana J Worland, AAMS™ – A Comprehensive Overview

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For individuals and families in Vincennes, Indiana, seeking reliable and experienced financial guidance, Edward Jones – Financial Advisor: Dana J Worland, AAMS™ presents a compelling option. Located at 1912 Washington Ave, Vincennes, IN 47591, United States, Mr. Worland offers a personalized approach to wealth management, combining decades of industry expertise with a commitment to building long-term relationships. This detailed overview will explore his services, qualifications, location details, and other pertinent information to assist prospective clients in making informed decisions.

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About Dana J Worland, AAMS™

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Dana J Worland, AAMS™, is a seasoned financial advisor with a significant tenure at Edward Jones. His credentials, including the AAMS™ designation (Accredited Asset Management Specialist), demonstrate a rigorous commitment to professional development and a deep understanding of investment strategies. He specializes in helping clients navigate a broad range of financial needs, from retirement planning and estate preparation to education funding and income tax planning. Mr. Worland's approach is characterized by a patient, consultative style, prioritizing the client’s unique circumstances and goals above all else.

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Services Offered – A Detailed Breakdown

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Edward Jones, and specifically Mr. Worland’s practice, provides a comprehensive suite of financial services, including:

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• Investment Management: Mr. Worland assists clients in developing and implementing investment strategies tailored to their risk tolerance, time horizon, and financial objectives. He offers access to a wide range of investment products, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs).

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• Retirement Planning: A cornerstone of his service is helping clients plan for a secure and comfortable retirement. This includes assessing current savings, projecting future needs, and developing strategies to maximize retirement income.

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• Education Planning: Mr. Worland provides guidance on saving for college and other educational expenses, exploring options such as 529 plans and other tax-advantaged savings vehicles.

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• Estate Planning: He offers insights and resources to help clients plan for the transfer of their assets to future generations, working in conjunction with legal professionals to ensure comprehensive estate planning.

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• Income Tax Planning: Mr. Worland can assist clients in identifying tax-efficient investment strategies to minimize their tax liabilities.

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• Financial Check-ups: Regular reviews are a fundamental aspect of the Edward Jones model, ensuring that clients’ financial plans remain aligned with their evolving needs and goals.

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Location and Accessibility

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The office is conveniently located at 1912 Washington Ave, Vincennes, IN 47591. Accessibility is a priority for Mr. Worland, with the following features available:

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• Wheelchair-accessible car park

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• Wheelchair-accessible toilet

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• Toilet facilities

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Appointments are highly recommended to ensure dedicated time for personalized consultation. Contacting the office via phone at 8128861178 is the best way to schedule an appointment or discuss any financial inquiries. The website, edwardjones.com, provides further information about Edward Jones and Mr. Worland’s practice.

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Client Feedback and Reputation

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Currently, Edward Jones – Dana J Worland’s office has 0 reviews on Google My Business. This indicates a relatively new or sparsely reviewed profile. The average opinion is 0/5, reflecting the lack of publicly available feedback at this time. However, Edward Jones is renowned for its commitment to client service and its long-standing reputation for integrity and trust. Prospective clients are encouraged to contact Mr. Worland directly to discuss their financial needs and experience his personalized approach firsthand.

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Key Features and Benefits

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Feature	Description
Personalized Service	Mr. Worland focuses on understanding each client’s unique financial situation and goals.
Long-Term Relationships	Edward Jones emphasizes building lasting relationships based on trust and mutual respect.
Comprehensive Planning	Offers a wide range of financial services, addressing diverse client needs.
Investment Expertise	Backed by the resources and expertise of a nationally recognized financial services firm.

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Mr. Worland’s commitment to providing unbiased advice and focusing on the client's best interests distinguishes him as a valuable resource for individuals and families in Vincennes. The firm’s established process and proven track record contribute to a stable and reliable financial planning experience. Considering the lack of recent reviews, reaching out to Mr. Worland directly is advised to gain a more current understanding of his services and client satisfaction.

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"summary": "Dana J Worland, an Edward Jones financial advisor in Vincennes, Indiana, offers personalized financial planning services including investment management and retirement planning, prioritizing long-term client relationships and expert guidance.",
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