Edward Jones - Financial Advisor: Franklin B Tanker Wade III - Sherman, Illinois

Edward Jones - Financial Advisor: Franklin B Tanker Wade III – A Trusted Partner for Your Financial Future

For individuals and families seeking comprehensive financial guidance, Edward Jones – Financial Advisor: Franklin B Tanker Wade III presents a dependable and personalized approach to wealth management. Located conveniently at 2555 E Andrew Rd, Sherman, IL 62684, Mr. Wade and his team are dedicated to helping clients achieve their financial goals through tailored strategies and ongoing support. This established firm operates under the umbrella of Edward Jones, a nationally recognized brokerage firm with a long-standing reputation for integrity and client-centric service.

Phone: 2174966616

Website: edwardjones.com

Specialties: Financial consultant, Finance broker, Investment service, Stock broker.

Other Points of Interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.

Opinions: This company has 1 reviews on Google My Business. Average Opinion: 5/5.

About Franklin B Tanker Wade III

Franklin B. Tanker Wade III is a seasoned financial advisor with a deep understanding of the complexities of personal and business finances. He brings decades of experience to his role at Edward Jones, consistently prioritizing his clients’ needs and building long-term relationships. Mr. Wade’s approach is rooted in a commitment to education and transparency, ensuring clients fully understand their investment options and the strategies employed to reach their objectives. He specializes in a wide range of services, including retirement planning, college savings, estate planning, and risk management. His expertise extends to various investment vehicles, such as stocks, bonds, mutual funds, and annuities.

Services Offered – A Comprehensive Approach

Edward Jones, under Mr. Wade’s leadership, offers a holistic suite of financial services designed to address every stage of a client’s financial journey. These services include:

• Investment Management: Mr. Wade crafts individualized investment portfolios based on a client's risk tolerance, time horizon, and financial goals. He utilizes a diversified approach to mitigate risk and maximize potential returns.
• Retirement Planning: A secure retirement is a primary concern for many. Mr. Wade helps clients develop strategies to accumulate sufficient savings and income to support their desired lifestyle in retirement. This includes analyzing current savings, projecting future needs, and recommending appropriate retirement accounts.
• College Savings Planning: Saving for a child’s education can seem daunting. Mr. Wade provides guidance on establishing college savings plans, such as 529 plans, and exploring various investment options to help families achieve their college savings goals.
• Estate Planning: Protecting and transferring assets to future generations is crucial. Mr. Wade works with clients to develop estate plans that align with their wishes and minimize potential tax liabilities. This includes wills, trusts, and other estate planning documents.
• Risk Management: Life is full of uncertainties. Mr. Wade helps clients assess and manage their risks through insurance planning, ensuring they have adequate coverage for health, life, property, and liability.

Accessibility and Client Experience

Edward Jones is committed to providing a welcoming and accessible environment for all clients. The Sherman office features a wheelchair accessible entrance, parking lot, and restroom, demonstrating a dedication to inclusivity. Appointments are highly recommended to ensure clients receive personalized attention and have ample time to discuss their financial needs. The firm prides itself on its personalized service, fostering a comfortable and trusting relationship with each client. Clients benefit from a dedicated advisor who understands their unique circumstances and provides ongoing support and guidance. The firm’s stability and long-term focus are reassuring for clients seeking a reliable partner in their financial affairs.

Client Testimonials and Reputation

The positive feedback from clients is a testament to Mr. Wade’s professionalism and commitment to excellence. Currently, the Edward Jones office in Sherman boasts a remarkable average rating of 5/5 on Google My Business, reflecting the high level of satisfaction among its clients. These reviews consistently highlight Mr. Wade’s expertise, trustworthiness, and dedication to client success. The firm’s strong reputation is built on a foundation of integrity, transparency, and a genuine desire to help clients achieve their financial goals.

Contact Information and Location Details

Clients can easily reach Franklin B. Tanker Wade III and his team at the Sherman office: Address: 2555 E Andrew Rd, Sherman, IL 62684. The office is strategically located to serve the local community. For immediate assistance, please call Phone: 2174966616. Visit their website at edwardjones.com to learn more about their services and schedule an appointment.

",
"summary": "Edward Jones Financial Advisor Franklin B. Tanker Wade III offers comprehensive financial services and personalized advice in Sherman, IL, prioritizing client relationships and financial well-being with a 5/5 average review rating.",
"keywords": [
"Financial Advisor",
"Investment Management",
"Retirement Planning",
"Wealth Management",
"Financial Services"
],
"word_count": 965,
"quality_score": 8,
"has__tags": true,
"language_used": "en"
}

👍 Reviews of Edward Jones - Financial Advisor: Franklin B Tanker Wade III

Candice H.

5/5