Edward Jones - Financial Advisor: Amanda T Adams, CFP®|CEPA® - North Attleborough, Massachusetts

Edward Jones - Financial Advisor: Amanda T. Adams, CFP®|CEPA®

Located at 465 S Washington St Ste 203, North Attleborough, MA 02760, United States, Edward Jones, under the guidance of Amanda T. Adams, CFP®|CEPA®, offers comprehensive financial services tailored to individual needs. This branch provides personalized attention and a wide range of financial solutions to help clients achieve their long-term goals.

Main Services

• Retirement Strategies: Amanda Adams and her team work closely with clients to develop retirement income strategies that address their unique needs and goals.
• Investment Services: They provide a variety of investment options, including stocks, bonds, mutual funds, and ETFs, to help clients grow their wealth.
• Financial Planning: The branch offers comprehensive financial planning services, including budgeting, debt management, and insurance planning.
• College Savings Plans: They help families save for their children's education through 529 college savings plans.
• Business Services: Edward Jones' North Attleborough branch provides business planning services, including succession planning, employee benefits, and business continuity strategies.
• Insurance Solutions: Amanda Adams and her team offer a range of insurance products, including life, disability, and long-term care insurance, to help clients protect their assets.

Location and Access

Edward Jones' North Attleborough office is situated in the heart of the city, just off I-95 and close to several local attractions, including the North Attleborough High School and the North Attleborough Town Common. The office is easily accessible by car, with ample parking available on-site. Public transportation is also an option, with the North Attleborough Train Station located less than a mile away.

Featured Characteristics

• Wheelchair Accessibility: The office is wheelchair-accessible, with a dedicated parking spot, an accessible entrance, and a wheelchair-accessible restroom.
• Appointments Recommended: While walk-ins are welcome, the office encourages clients to schedule appointments to ensure they receive the full attention and dedicated time they deserve.
• Personalized Service: Amanda Adams and her team take a holistic approach to financial planning, getting to know each client personally to understand their unique needs and goals.

Practical Information

• Address: 465 S Washington St Ste 203, North Attleborough, MA 02760, United States
• Phone: 508-794-8403
• Website: edwardjones.com
• Hours: Monday - Friday, 8:30 AM - 5:00 PM (EST)

Positive Aspects from Reviews

With an average rating of 5/5 on Google My Business, Edward Jones - Amanda T. Adams, CFP®|CEPA® has received glowing reviews from satisfied clients. Some of the positive aspects highlighted in these reviews include:

• Knowledgeable and Professional Staff: Multiple clients have praised Amanda Adams and her team for their expertise, professionalism, and ability to explain complex financial concepts in an easy-to-understand manner.
• Personalized Service: Several clients have highlighted the personalized attention they receive, with Amanda Adams taking the time to understand their unique financial situations and goals.
• Comprehensive Financial Planning: Many clients have praised the comprehensive nature of the financial planning services, with the team addressing all aspects of their financial lives.
• Responsive and Accessible: Clients have commended the office for their responsiveness to inquiries and the ease of scheduling appointments.

Edward Jones - Amanda T. Adams, CFP®|CEPA® offers a full range of financial services, tailored to the unique needs of each client. With a convenient location, accessible facilities, and a commitment to personalized service, this branch provides an excellent choice for those seeking comprehensive financial guidance in the North Attleborough area.

👍 Reviews of Edward Jones - Financial Advisor: Amanda T Adams, CFP®|CEPA®

Trimom

5/5

I can't recommend Amanda and her office highly enough. I have been working with her for four years, and her sage advice and wisdom helped me right my financial ship post-divorce. She provides excellent advice about retirement funds as well as general financial planning, paying down debt, getting better life insurance, etc. She is very knowledgeable and practical, and excels at explaining financial issues clearly and patiently. She is honest, warm, and genuine. I have never walked away feeling unheard, confused or patronized. She has been an integral and trusted member of my professional services team. If I could give more stars, I would. Excellent financial advisor.

Johnna M.

5/5

Very knowledgeable on her financial services and easy to communicate with. Knows exactly what I want.

Brian B.

5/5

Very knowledgeable and extremely cooperative staff. I'm always treated like I'm the most important customer whenever we speak.