Edward Jones - Financial Advisor: Zachary D Spencer - Jefferson City, Missouri

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Introduction to Edward Jones – Zachary D Spencer

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For individuals and families seeking comprehensive financial guidance, Edward Jones – Zachary D Spencer stands as a reliable and experienced resource. Located at 615 Clark Ave, Jefferson City, MO 65101, Mr. Spencer offers personalized financial consulting services tailored to meet diverse needs. He operates as a finance broker, providing a broad range of investment services, including stock brokerage, all within a framework of trust and long-term financial planning. This established firm consistently prioritizes building strong client relationships and delivering exceptional service.

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Zachary D Spencer’s Expertise

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Zachary D Spencer brings a wealth of knowledge and dedication to his role as a financial advisor. His specialization encompasses a wide spectrum of financial services. He assists clients in navigating complex financial decisions, from retirement planning and estate management to investment strategies and education funding. His core competencies include:

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• Investment Services: Mr. Spencer offers a comprehensive suite of investment options, including stocks, bonds, mutual funds, and ETFs. He carefully analyzes market trends and client risk tolerance to construct portfolios designed for optimal growth and stability.

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• Financial Consulting: He provides strategic advice on a variety of financial matters, helping clients define their financial goals and develop actionable plans to achieve them.

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• Finance Brokerage: As a certified stock broker, Mr. Spencer facilitates the buying and selling of securities on behalf of his clients, ensuring compliance with all regulatory requirements.

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• Retirement Planning: A significant focus of his practice involves assisting clients in planning for a secure and comfortable retirement, considering factors such as income needs, healthcare expenses, and legacy planning.

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• Estate Planning: He works closely with clients to understand their estate planning objectives and provides guidance on strategies to minimize taxes and ensure a smooth transfer of assets to future generations.

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Mr. Spencer’s approach centers around understanding each client’s unique circumstances and developing customized solutions. He believes in a collaborative process, actively engaging clients in discussions and providing clear, concise explanations of complex financial concepts. His commitment to ongoing communication and support ensures that clients remain informed and confident in their financial journey.

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Location and Accessibility

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The office of Edward Jones – Zachary D Spencer is conveniently located at 615 Clark Ave, Jefferson City, MO 65101. It’s a professional and welcoming environment designed to foster trust and open communication. Furthermore, the office is committed to ensuring accessibility for all clients. It boasts a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. Clients with mobility limitations will find the facility fully accommodating. Appointments are recommended to ensure Mr. Spencer has ample time to discuss individual needs and provide personalized attention. The firm also provides a restroom for client convenience.

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Client Feedback and Reputation

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Edward Jones – Zachary D Spencer consistently receives positive feedback from clients. While specific details are available on the Edward Jones website, client testimonials consistently highlight Mr. Spencer’s dedication, professionalism, and commitment to client success. The company currently holds 4 reviews on Google My Business, reflecting a strong overall satisfaction rate. The average opinion is 4/5, demonstrating a high level of client confidence in his abilities and the firm’s services. It’s clear that many clients appreciate his proactive approach and the genuine care he takes in understanding their financial goals. His responsiveness and willingness to go the extra mile are frequently cited as key strengths.

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Contact Information

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To schedule an appointment or learn more about the services offered by Edward Jones – Zachary D Spencer, please contact the office at Phone: 5736357907. You can also visit their website at edwardjones.com.

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👍 Reviews of Edward Jones - Financial Advisor: Zachary D Spencer