Edward Jones - Financial Advisor: Robert J Scalzitti - Highland, Indiana

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Edward Jones – Robert J. Scalzitti: A Trusted Financial Partner

For individuals and families seeking comprehensive and personalized financial guidance, Edward Jones – Robert J. Scalzitti presents a dependable and experienced resource. Located at 9805 Prairie Ave, Highland, IN 46322, and reachable at Phone: 2199379012, Mr. Scalzitti offers a robust suite of services designed to help clients achieve their short-term and long-term financial goals. His website, Website: edwardjones.com, provides further information about his services and approach.

Specializations and Services

Robert Scalzitti operates as a Financial Consultant, a skilled Finance Broker, and a dedicated Investment Service provider. He’s adept at navigating the complexities of the financial landscape, offering tailored solutions for clients needing assistance with a broad range of financial needs. His expertise includes:

• Investment Management: Mr. Scalzitti assists clients in developing and implementing investment strategies aligned with their risk tolerance and financial objectives.
• Retirement Planning: A significant focus is placed on helping clients plan for a comfortable and secure retirement.
• Estate Planning: He provides guidance related to preserving and transferring assets effectively.
• Stock Brokering: He facilitates the buying and selling of stocks and other securities.

Key Features and Accessibility

Edward Jones distinguishes itself through its commitment to building long-term relationships. The firm’s philosophy centers around a face-to-face approach, allowing Mr. Scalzitti to truly understand each client's unique circumstances and goals. Clients benefit from a dedicated advisor who remains a consistent point of contact, fostering trust and stability. The office is designed with accessibility in mind, featuring Wheelchair accessible parking lot and a Wheelchair accessible restroom. It's important to note that Appointment required, and Appointments recommended to ensure optimal service and dedicated time.

Client Feedback and Reputation

The company maintains a strong reputation, as evidenced by its 4 reviews on Google My Business with an impressive Average opinion: 5/5. This positive feedback suggests a consistent commitment to client satisfaction and a dedication to providing quality financial advice. It’s clear that clients appreciate a proactive advisor who listens attentively and demonstrates a genuine understanding of their needs, prioritizing the attainment of their financial aspirations.

Mr. Scalzitti’s approach appears to be centered around proactive collaboration and a focus on creating a plan that suits each individual's needs and helps them achieve their goals.

Recommendation

For individuals seeking a trustworthy and knowledgeable financial advisor, Edward Jones – Robert J. Scalzitti represents an excellent choice. His personalized service, combined with the resources and stability of the Edward Jones brand, provides a solid foundation for achieving financial security. We strongly encourage prospective clients to visit his website at edwardjones.com to schedule an appointment and discuss your specific financial needs.

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👍 Reviews of Edward Jones - Financial Advisor: Robert J Scalzitti

Mary B.

5/5

We have had Bob and Edward Jones for years. Bob is a trusted advisor. Bob is working with us toward our retirement plans . Bob listens which is important us

Larry P.

5/5

Very helpful. The guy knows how to make money. That is what it's all about

Jacob R.

5/5

Nicole C.

5/5