Edward Jones - Financial Advisor: Mike Kessel, CFP®|AAMS™ - Champaign, Illinois

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Introduction to Edward Jones – Mike Kessel, CFP®|AAMS™

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For individuals and families seeking comprehensive and personalized financial guidance, Edward Jones – Mike Kessel, CFP®|AAMS™ offers a trusted partnership. Located in Champaign, Illinois, Mr. Kessel provides a range of financial services tailored to meet specific needs and goals. This detailed overview will explore his background, expertise, location, contact information, and the overall experience offered by his firm.

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About Mike Kessel, CFP®|AAMS™

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Mike Kessel is a dedicated financial consultant and investment service provider at Edward Jones. He holds the Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS™) designations, demonstrating a commitment to high ethical standards and professional competence. These credentials signify that Mr. Kessel has undergone rigorous training and examination to ensure he possesses a deep understanding of various financial planning disciplines. He focuses on building long-term relationships with clients, prioritizing a consultative approach that emphasizes open communication and a thorough understanding of their unique circumstances.

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Specialties and Services Offered

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Mr. Kessel’s practice encompasses a broad spectrum of financial consultant services, including:

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• Investment Management: He assists clients in developing and implementing investment strategies aligned with their risk tolerance, time horizon, and financial objectives. This includes asset allocation, portfolio construction, and ongoing monitoring and adjustments.

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• Retirement Planning: A key area of focus is helping clients plan for a secure and comfortable retirement. Services include projecting retirement income needs, evaluating retirement savings plans (such as 401(k)s and IRAs), and developing strategies to maximize savings.

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• Estate Planning: Mr. Kessel collaborates with estate planning attorneys to help clients address their legacy planning needs. This involves discussing wills, trusts, and other estate planning tools to ensure assets are distributed according to their wishes.

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• Education Savings Plans: He provides guidance on saving for children’s education through options like 529 plans.

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• Insurance Planning: Understanding appropriate insurance coverage is crucial for financial security. Mr. Kessel helps clients evaluate their needs for life, disability, and property insurance.

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Edward Jones distinguishes itself by not charging fees for these initial consultations. This commitment to providing unbiased advice underscores their dedication to client well-being.

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Location and Contact Information

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Edward Jones – Mike Kessel, CFP®|AAMS™ is conveniently located at:

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Address: 1701 Broadmoor Dr Ste 110, Champaign, IL 61821.

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Phone: 2173520117

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Website: edwardjones.com

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Accessibility and Amenities

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The office is designed with client comfort in mind and offers several accessibility features, including a wheelchair accessible parking lot and a wheelchair accessible restroom. Appointments are recommended to ensure adequate time for personalized attention. Furthermore, restroom facilities are available for client convenience. The firm prides itself on providing a welcoming and supportive environment for all clients.

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Client Feedback and Reputation

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Based on publicly available information, Edward Jones – Mike Kessel, CFP®|AAMS™ consistently receives positive feedback from its clients. While specific details of individual reviews are not provided here, the overall average opinion is a remarkable 5/5, highlighting a strong level of client satisfaction. Comments frequently emphasize Mr. Kessel’s professionalism, trustworthiness, and dedication to his clients’ financial well-being. Many clients express appreciation for his ability to explain complex financial concepts in a clear and understandable manner, fostering confidence and informed decision-making. It’s clear that clients value the personalized service and the long-term relationship they build with Mr. Kessel.

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Key Takeaways

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Edward Jones – Mike Kessel, CFP®|AAMS™ represents a reliable and experienced source of financial advisor services. His commitment to personalized planning, combined with the resources and stability of the Edward Jones brand, makes him an excellent choice for individuals and families seeking to achieve their financial goals. The firm's accessibility features and positive client feedback further contribute to a favorable overall experience. For those residing in or near Champaign, Illinois, Mr. Kessel offers a valuable partnership in navigating the complexities of financial planning.

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"summary": "Edward Jones – Mike Kessel, CFP®|AAMS™ provides personalized financial consulting and investment services in Champaign, Illinois, consistently receiving high client satisfaction ratings due to his expertise and client-focused approach.",
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👍 Reviews of Edward Jones - Financial Advisor: Mike Kessel, CFP®|AAMS™