Edward Jones - Financial Advisor: Brandon Weisenborn, CFP® - Manchester, Missouri

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Edward Jones – Financial Advisor: Brandon Weisenborn, CFP® – A Comprehensive Overview

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For individuals and families seeking comprehensive financial guidance, Edward Jones presents Brandon Weisenborn, CFP®, as a dedicated and experienced financial advisor. Located in Manchester, Missouri, Mr. Weisenborn offers personalized services designed to help clients achieve their long-term financial goals. This detailed overview will explore his qualifications, services, location, and other pertinent information for potential clients considering his expertise.

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About Brandon Weisenborn, CFP®

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Brandon Weisenborn holds the Certified Financial Planner® (CFP®) designation, signifying a commitment to upholding the highest standards of professional competence and ethics within the financial planning industry. The CFP® certification requires rigorous education, examination, experience, and adherence to a code of ethics. This demonstrates Mr. Weisenborn’s dedication to providing sound and trustworthy advice. He specializes in a wide range of financial consultant services, catering to diverse client needs and circumstances.

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Specialties and Services Offered

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Mr. Weisenborn’s practice encompasses several key areas:

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• Investment Services: He assists clients in developing and managing investment portfolios tailored to their risk tolerance, time horizon, and financial objectives. This includes analyzing market trends and recommending suitable investments such as stocks, bonds, mutual funds, and ETFs.

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• Financial Planning: Going beyond simple investment management, Mr. Weisenborn helps clients create a holistic financial plan that addresses various aspects of their financial life, including retirement planning, education funding, estate planning, and tax planning.

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• Finance Brokerage: He facilitates the buying and selling of securities, acting as an intermediary between clients and brokerage firms.

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• Stock Broker: As a stock broker, Mr. Weisenborn executes trades on behalf of clients, providing access to a broad range of stock offerings.

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His approach is centered on building long-term relationships with clients, providing ongoing support and adjustments to their plans as their needs evolve.

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Location and Accessibility

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Brandon Weisenborn’s office is conveniently situated at 117 Baxter Shops St, Manchester, MO 63011. The location is designed to foster a comfortable and approachable environment. The office boasts several accessibility features, including a wheelchair accessible parking lot and a wheelchair accessible restroom, demonstrating a commitment to inclusivity. Clients requiring appointments are kindly requested to schedule them in advance, and appointments are strongly recommended to ensure optimal service.

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Client Feedback and Reputation

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Currently, Edward Jones – Brandon Weisenborn, CFP® has 0 reviews on Google My Business. This indicates a nascent stage in establishing a significant online presence and client feedback base. While the average opinion is 0/5, this does not necessarily reflect the quality of service provided. It’s important to note that the lack of reviews is a recent development.

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Additional Points of Interest

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In addition to accessibility features, the office offers a comfortable and professional setting for client consultations. Restrooms are available for client use. The firm prioritizes client convenience and confidentiality. A key characteristic of Edward Jones is its commitment to a conservative, relationship-based approach to financial advice, prioritizing the client’s long-term well-being over short-term gains.

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Contact Information & Website

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To schedule an appointment or learn more about Brandon Weisenborn’s services, please contact him at 62273417. For detailed information about his practice, investment approach, and client resources, visit the Edward Jones website: edwardjones.com. The website provides access to educational materials, tools, and resources designed to empower clients in making informed financial decisions.

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Key Takeaways: Brandon Weisenborn’s practice offers a blend of personalized service, comprehensive financial planning, and access to the resources of a nationally recognized firm. His CFP® designation, combined with his dedication to client relationships, makes him a valuable resource for individuals seeking to achieve their financial goals.

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"summary": "Brandon Weisenborn, a Certified Financial Planner at Edward Jones, provides personalized financial consulting, investment services, and financial planning in Manchester, Missouri, focusing on long-term client relationships.",
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