Edward Jones - Financial Advisor: Calvin Rhoden, AAMS® - Sumter, South Carolina
Address: 119 N Main St, Sumter, SC 29150, United States.
Phone: 8035062777.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 4.5/5.
📌 Location of Edward Jones - Financial Advisor: Calvin Rhoden, AAMS®
Edward Jones – Calvin Rhoden, AAMS®: A Trusted Financial Advisor
For individuals and families seeking comprehensive and personalized financial guidance, Edward Jones – Calvin Rhoden, AAMS® presents a dependable and approachable resource. Located at 119 N Main St, Sumter, SC 29150, United States, Mr. Rhoden offers a dedicated service focused on building long-term relationships and achieving clients’ unique financial goals. His phone number is 8035062777, and you can learn more at his website: edwardjones.com.
Expertise and Services
Calvin Rhoden specializes in providing a wide range of financial consultant services tailored to meet individual needs. As a finance broker, he assists clients with investment strategies, retirement planning, education funding, and estate planning. His role as an investment service provider ensures clients have access to a diverse portfolio of investment options, carefully selected to align with their risk tolerance and financial objectives. Furthermore, Mr. Rhoden is a stock broker, capable of executing trades and managing equity investments. However, the hallmark of his approach is a commitment to a holistic view of a client's financial situation, moving beyond just transactions to offer strategic advice.
Edward Jones distinguishes itself through its client-centric philosophy. Unlike many firms focused on frequent trading, Mr. Rhoden prioritizes understanding his clients’ current circumstances, goals, and values. This deep understanding allows him to develop a customized plan that evolves alongside their lives. He believes in a collaborative approach, encouraging open communication and ongoing dialogue to ensure the plan remains relevant and effective.
Accessibility and Amenities
Mr. Rhoden's office in Sumter is designed to be welcoming and accessible. The location features a wheelchair-accessible car park and wheelchair-accessible entrance, demonstrating a commitment to inclusivity. A wheelchair-accessible toilet is also available on-site, further enhancing the convenience for all visitors. The building itself is relatively small, fostering a more intimate and personal environment. It’s recommended to appointments recommended to ensure adequate time for discussion and planning. Clients consistently report a comfortable and relaxed atmosphere – a key factor in the positive experience they have.
Client Feedback and Reputation
The overwhelmingly positive feedback from clients speaks volumes about Mr. Rhoden’s approach. Numerous reviews on Google My Business highlight his dedication to explaining complex financial concepts in a clear and understandable manner. Specifically, many customers commend his patience and willingness to take the time to thoroughly discuss all available options, ensuring everyone feels confident and informed. The recurring theme is that he prioritizes understanding the client’s perspective and tailoring his advice accordingly. The small office size contributes to this feeling of personalized attention, creating a sense of trust and rapport.
| Feature | Details |
|---|---|
| Location | 119 N Main St, Sumter, SC 29150 |
| Phone | 8035062777 |
| Website | |
| Specialties | Financial Consultant, Finance Broker, Investment Service, Stock Broker |
Overall, Edward Jones – Calvin Rhoden, AAMS® provides a valuable service for individuals seeking a trustworthy and knowledgeable financial advisor. The combination of a proven firm, a dedicated professional, and a client-focused approach makes him a strong choice for those looking to navigate the complexities of personal finance.