Edward Jones - Financial Advisor: Philip A David, AAMS™ - Lawrenceville, Illinois

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Introduction to Philip A. David, AAMS™

For individuals and families seeking comprehensive and personalized financial guidance, Edward Jones presents a dependable and experienced resource: Philip A. David, AAMS™. Mr. David operates as a Financial Advisor within the established Edward Jones network, dedicated to helping clients achieve their long-term financial goals. He offers a combination of traditional and modern financial strategies, all delivered with a commitment to building lasting relationships based on trust and understanding.

Location and Contact Information

Mr. David’s office is conveniently located at 1414 State St, Lawrenceville, IL 62439. Clients can easily reach him by phone at 89433487. His website, accessible at edwardjones.com, provides detailed information about his services and resources.

Specialties and Services Offered

As a Financial Consultant and Investment Service provider, Philip A. David specializes in a wide range of financial services, including:

• Investment Management: Mr. David assists clients in developing and implementing investment strategies tailored to their individual risk tolerance, time horizon, and financial objectives.
• Retirement Planning: He helps clients plan for a secure and comfortable retirement, considering factors such as Social Security, pensions, and investment income.
• Estate Planning: Mr. David works alongside estate planning attorneys to ensure clients’ assets are protected and distributed according to their wishes.
• Financial Planning: Comprehensive financial planning services encompassing budgeting, cash flow management, and goal setting.
• Stock Brokerage Services: Offering access to a broad range of investment options.

Accessibility and Amenities

Edward Jones prioritizes client convenience. The Lawrenceville office is designed with accessibility in mind, featuring a Wheelchair accessible entrance, Wheelchair accessible parking lot, and a Wheelchair accessible restroom. Restrooms are also available for client use. Appointments are highly recommended to ensure dedicated attention and personalized service.

Client Feedback and Reputation

Based on available information, clients consistently report overwhelmingly positive experiences with Edward Jones and specifically with Philip A. David. The feedback suggests a strong emphasis on outstanding customer service, providing clear and insightful financial investment information, and diligent oversight of client accounts. It is clear that client relationships are cultivated with care and attention. The average rating on Google My Business is a solid 5/5, reflecting a commitment to exceeding client expectations.

Recommendation

For those seeking a trusted and knowledgeable financial advisor, Philip A. David, AAMS™, offers a compelling combination of experience, dedication, and a client-focused approach. We strongly encourage prospective clients to visit his website at edwardjones.com to schedule an appointment and discuss their unique financial needs. Establishing a direct connection with Mr. David is the first step towards securing a brighter financial future.

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👍 Reviews of Edward Jones - Financial Advisor: Philip A David, AAMS™

Cj

5/5

Outstanding customer service and great financial investment information and oversight of accounts.

Tara S.

5/5