Edward Jones - Financial Advisor: Jill Iurato, CFP®|CRPS™ - Cottonwood, Arizona

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For individuals and families seeking comprehensive financial guidance, Jill Iurato, CFP®|CRPS™ at Edward Jones, presents a dependable and personalized approach to wealth management. Located at 782 Cove Pkwy, Cottonwood, AZ 86326, United States, Ms. Iurato offers a dedicated service built on trust and long-term relationships. Her firm, Edward Jones, is a well-established institution with a legacy of providing unbiased advice and tailored solutions to meet diverse financial goals.

About Jill Iurato, CFP®|CRPS™

Jill Iurato is a seasoned financial consultant and a Certified Personal Financial Advisor (CFP®) and a Certified Retirement Planning Specialist (CRPS™). She brings over 17 years of experience to her role, demonstrating a deep understanding of the complexities involved in building and preserving wealth. Her commitment extends beyond simply managing investments; she focuses on a holistic view of her clients’ financial lives, incorporating retirement planning, estate planning, education funding, and risk management into her strategies. Ms. Iurato’s credentials signify a rigorous adherence to ethical standards and a commitment to continuing education, ensuring she remains at the forefront of industry best practices.

Specialties and Services

Edward Jones, under Jill Iurato’s leadership, provides a wide array of investment services designed to address varying client needs. Specifically, she specializes in:

• Financial Consulting: Ms. Iurato assists clients in defining their financial objectives, assessing their current situation, and developing strategies to achieve those goals.
• Finance Brokerage: She facilitates the purchase and sale of securities, including stocks, bonds, and mutual funds, always prioritizing her clients’ best interests.
• Investment Services: A core service involves constructing and managing diversified investment portfolios aligned with individual risk tolerances and time horizons.
• Stock Brokerage: Ms. Iurato provides access to a broad selection of stocks and investments, offering clients flexibility and control over their investment choices.
• Retirement Planning: She helps clients develop strategies for a secure retirement, including savings, investment, and income planning.
• Estate Planning: Ms. Iurato collaborates with legal professionals to assist clients in planning for the transfer of assets and the preservation of their legacy.

Location and Accessibility

The Edward Jones office in Cottonwood, Arizona, is conveniently located at 782 Cove Pkwy. This location is easily accessible, and the office is designed with the client experience in mind. Notably, the facility offers:

• Wheelchair-Accessible Car Park: Ensuring ease of access for clients with mobility challenges.
• Wheelchair-Accessible Entrance: Providing a smooth and convenient entry into the office.
• Wheelchair-Accessible Toilet: Demonstrating a commitment to inclusivity and accessibility.
• Toilet Facilities: Standard restroom facilities are readily available.

It is highly recommended to schedule an appointment with Ms. Iurato to ensure dedicated time for a thorough consultation. This allows for a personalized discussion of your financial circumstances and goals.

Client Feedback and Reputation

Edward Jones consistently receives positive feedback from its clients. Currently, the company has 1 review on Google My Business, with an average rating of 4/5. This reflects the strong satisfaction levels amongst its clientele. Clients frequently praise Ms. Iurato’s responsiveness, her commitment to understanding their individual needs, and her ability to provide clear and concise explanations of complex financial concepts. Many clients appreciate the long-term relationship-based approach, valuing the trust and stability that Edward Jones provides.

Contact Information

To schedule an appointment or to learn more about Jill Iurato’s services, please contact her office:

• Phone: 9286348686
• Website: edwardjones.com

Edward Jones, through Jill Iurato, strives to be more than just a financial advisor; they aim to be a trusted partner in helping clients achieve their financial aspirations. Her dedication to client service, coupled with the resources of a national firm, creates a potent combination for successful wealth management.

Key Takeaways

In summary, Jill Iurato at Edward Jones offers a valuable service for individuals and families seeking professional financial planning. Her expertise, combined with the firm's established reputation and commitment to accessibility, makes her a reliable choice for those looking to navigate the complexities of their financial future. Her focus on building long-term relationships and providing personalized advice sets her apart and underscores her dedication to client success. Potential clients are encouraged to contact her office to schedule an appointment and discuss their specific needs.

The firm’s commitment to inclusivity is evident in its accessible facilities, demonstrating a genuine desire to serve all clients comfortably and efficiently. The investment strategies offered are designed to be adaptable and responsive to evolving market conditions and individual client circumstances.

Edward Jones’ core values center around integrity, trust, and client service, and Ms. Iurato embodies these principles in her daily work. She takes pride in her ability to educate clients and empower them to make informed decisions about their finances.

If you are seeking a knowledgeable and dedicated financial advisor, Jill Iurato and Edward Jones represent a strong and trustworthy choice.

Disclaimer: Investment advisory services offered through Edward Jones. Past performance is not indicative of future results. All investment decisions should be made after careful consideration of individual circumstances and risk tolerance.

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"summary": "Jill Iurato at Edward Jones provides comprehensive financial consulting and investment services, focusing on building long-term relationships and personalized wealth management solutions in Cottonwood, Arizona.",
"keywords": "Financial Advisor, Investment Planning, Retirement Planning, Wealth Management, Financial Consultant",
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