Edward Jones - Financial Advisor: Meredith K LeBaron, CFP® - Midland, Michigan

Introduction

Edward Jones - Financial Advisor, headed by Meredith K LeBaron, CFP®, is a distinguished financial services firm located at 4817 Swede Ave, Midland, MI 48642, United States. With a strong commitment to personalized service and a client-first approach, their team of experienced professionals is dedicated to helping individuals and families reach their long-term financial goals.

Meredith K LeBaron, CFP®, the principal financial advisor, brings a wealth of knowledge and expertise to the table, ensuring that clients receive tailored, comprehensive financial advice.

Main Services

• Personalized Financial Consultation: Edward Jones offers comprehensive financial planning tailored to each client's unique needs and objectives. They take the time to understand your goals, risk tolerance, and financial situation to create a strategy that aligns with your long-term vision.
• Investment Services: The firm provides a full range of investment services, including portfolio management, retirement planning, and college savings plans. They help clients navigate the complexities of the financial markets and make informed decisions about their investments.
• Retirement Planning: Whether you're just starting to save for retirement or nearing retirement age, Edward Jones can help you create a plan that addresses your needs and dreams. They offer guidance on retirement savings strategies, income planning, and navigating retirement distribution options.
• Estate and Legacy Planning: The firm can help you protect your assets, provide for your loved ones, and create a lasting legacy. They work with clients to develop estate planning strategies that address their unique needs and goals, including wills, trusts, and life insurance.
• Insurance Services: Edward Jones offers a range of insurance products to help protect you and your family from financial loss. They can help you assess your insurance needs and find the right coverage at the right price.

Location and Access

The office is situated in the heart of Midland, MI, with easy access to major roads and highways. It is located near the intersection of Swede Ave and M-20 (Bay City Rd), making it easily accessible from neighboring towns such as Bay City and Saginaw.

Parking: Edward Jones offers ample, wheelchair-accessible parking for clients and visitors. The parking lot is well-lit and conveniently located near the building's entrance.

Public Transportation: The office is served by several public transportation options, including the Midland Area Community Transportation (MACT) bus service. The nearest bus stop is just a short walk from the office, making it convenient for clients who do not drive.

Featured Characteristics

• Wheelchair Accessibility: The office is fully wheelchair-accessible, with a ramp at the entrance and an elevator to access upper floors. The restrooms are also wheelchair-accessible, ensuring that all clients can visit the office comfortably and safely.
• Appointments Recommended: Edward Jones encourages clients to schedule appointments in advance to ensure they have sufficient time to address each client's unique financial needs and goals. This allows for more focused and productive meetings.
• Community Involvement: Meredith LeBaron and the Edward Jones team are actively involved in the Midland community, supporting local charities and organizations. They believe in giving back to the community and helping it thrive.

Practical Information

• Address: 4817 Swede Ave, Midland, MI 48642, United States
• Phone: 9894868335
• Website: edwardjones.com
• Specialties: Financial consultant, Finance broker, Investment service, Stock broker
• Operating Hours: Monday - Friday: 8:00 AM - 5:00 PM

Positive Aspects from Client Reviews

Edward Jones - Financial Advisor, led by Meredith K LeBaron, CFP®, has received overwhelmingly positive reviews from clients, with an average rating of 5/5 on Google My Business. Some of the positive aspects mentioned in the reviews include:

• Expertise and Knowledge: Many clients praise Meredith's extensive knowledge and expertise in financial planning and investment strategies. They appreciate her ability to explain complex concepts in simple, easy-to-understand terms.
• Personalized Approach: Clients appreciate the personalized attention they receive from Meredith and her team. They take the time to understand each client's unique financial situation and goals, creating tailored strategies to help them achieve their objectives.
• Client-Focused Service: Several clients mention that Meredith always puts their best interests first, ensuring that their financial plans align with their long-term goals and values. They feel that she genuinely cares about their financial well-being and is dedicated to helping them succeed.
• Excellent Communication: Clients appreciate Meredith's open and transparent communication style. She keeps them informed about their financial plans and is always available to answer any questions or concerns they may have.
• Community Involvement: Clients are impressed by Meredith's commitment to the Midland community. They appreciate her involvement in local charities and organizations, as well as her support for various community initiatives.

These positive aspects highlight the exceptional service and dedication that Edward Jones - Financial Advisor, under the leadership of Meredith K LeBaron, CFP®, provides to its clients. Their commitment to personalized service, expert knowledge, and client-centered approach sets them apart in the financial services industry.

👍 Reviews of Edward Jones - Financial Advisor: Meredith K LeBaron, CFP®

Cody L.

5/5

Meredith has been my financial advisor for 5 years. I cant recommend her enough. She is honest, extremely knowledgeable, and always puts her client first. She does whats best for her clients EVERY time!

I dont think there are many financial advisors in this world as honest as Meredith. She will treat you like family and always give you the truth.

Dr K. D.

5/5

Meredith is an exceptional advisor - listening and discussing in a tranquil and at-ease setting. She takes into consideration first and foremost her client’s individual circumstances and needs and then delivers. Her primary concern are your personal needs. Meredith and her assistant Judith are terrific. On more than one occasion I have had to make an urgent request and Meredith and her office staff go above and beyond in exceeding expectations. We could not be happier!

Pete L.

5/5

Best FA ever. Everybody else sucks compared to her

Stephen M.

5/5

K H.

5/5

Jessica F.

5/5

Cody L.

5/5

Meredith has been my financial advisor for 5 years. I cant recommend her enough. She is honest, extremely knowledgeable, and always puts her client first. She does whats best for her clients EVERY time!

I dont think there are many financial advisors in this world as honest as Meredith. She will treat you like family and always give you the truth.

Dr K. D.

5/5

Meredith is an exceptional advisor - listening and discussing in a tranquil and at-ease setting. She takes into consideration first and foremost her client’s individual circumstances and needs and then delivers. Her primary concern are your personal needs. Meredith and her assistant Judith are terrific. On more than one occasion I have had to make an urgent request and Meredith and her office staff go above and beyond in exceeding expectations. We could not be happier!

Pete L.

5/5

Best FA ever. Everybody else sucks compared to her

Stephen M.

5/5

K H.

5/5

Jessica F.

5/5

Cody L.

5/5

Meredith has been my financial advisor for 5 years. I cant recommend her enough. She is honest, extremely knowledgeable, and always puts her client first. She does whats best for her clients EVERY time!

I dont think there are many financial advisors in this world as honest as Meredith. She will treat you like family and always give you the truth.