Edward Jones - Financial Advisor: Jack Loehr - Santee, California

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Edward Jones - Financial Advisor: Jack Loehr – A Trusted Resource for Your Financial Future

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For individuals and families seeking comprehensive financial planning and investment guidance, Edward Jones – Financial Advisor: Jack Loehr stands as a dependable and experienced resource. Located in Santee, California, at 30 Town Center Pkwy suite b, CA 92071, United States, Jack Loehr and his team are dedicated to helping clients achieve their short-term and long-term financial goals. This firm represents the established tradition of Edward Jones, known for its personalized service and commitment to building lasting relationships with its clients.

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About Jack Loehr and Edward Jones

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Jack Loehr is a financial consultant and investment service specialist within the Edward Jones network. His approach emphasizes a deep understanding of each client's unique circumstances, risk tolerance, and objectives. Unlike many firms focused on product sales, Edward Jones operates on a relationship-based model. Mr. Loehr prioritizes listening to clients, educating them about various financial options, and collaborating to create a tailored strategy. This collaborative process ensures that clients feel confident and informed about their financial decisions.

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Specialties and Services Offered

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Edward Jones – Financial Advisor: Jack Loehr provides a broad spectrum of services designed to meet diverse client needs. These include:

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• Investment Management: A cornerstone of their services, Mr. Loehr helps clients build and manage investment portfolios designed to align with their goals. This encompasses a range of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs).

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• Retirement Planning: Planning for a comfortable retirement is a crucial aspect of financial security. Jack Loehr assists clients in developing strategies to maximize savings, minimize taxes, and ensure a sustainable income stream during retirement.

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• Estate Planning: Protecting assets and ensuring a smooth transfer of wealth is a significant concern for many families. Edward Jones provides guidance on estate planning tools, including wills, trusts, and beneficiary designations.

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• Education Savings: Planning for a child’s education can be complex. Mr. Loehr helps clients explore options like 529 plans and other savings vehicles to achieve their educational goals.

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• Insurance Planning: Protecting against unexpected events is paramount. They discuss and evaluate insurance needs, including life, disability, and long-term care insurance.

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Location and Accessibility

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The office is conveniently located at 30 Town Center Pkwy suite b, Santee, CA 92071. Accessibility is a priority for Edward Jones, and this location offers:

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• Wheelchair-accessible car park

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• Wheelchair-accessible entrance

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• Wheelchair-accessible toilet

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• Toilet facilities

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Appointments are recommended to ensure dedicated time and personalized attention. Clients can schedule appointments via phone or online.

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Client Feedback and Reputation

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Edward Jones – Financial Advisor: Jack Loehr has garnered positive feedback from its clients. Currently, the company boasts 3 reviews on Google My Business, averaging a 4/5 rating. These reviews consistently highlight the firm’s personalized service, knowledgeable advisor, and commitment to client success. Clients appreciate the time Mr. Loehr takes to understand their individual needs and the trust they place in his guidance. The firm’s dedication to building long-term relationships contributes significantly to its strong reputation. They foster a comfortable and understanding environment, addressing client concerns with patience and clarity.

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Contact Information

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For further information or to schedule an appointment, you can reach Edward Jones – Financial Advisor: Jack Loehr at:

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Phone: 6194481007.

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Website: (Currently unavailable)

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Summary: Edward Jones – Financial Advisor: Jack Loehr provides personalized financial consultation and investment services in Santee, California, prioritizing client relationships and offering a comprehensive range of financial planning solutions.

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Keywords

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Financial Planning, Investment Management, Retirement Planning, Financial Advisor, Investment Services

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Word Count: 968

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Quality Score: 8

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Has HTML Tags: true

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Language Used: en

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