Edward Jones - Financial Advisor: Faith Lee, ABFP®|AAMS® - Colorado Springs, Colorado

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Edward Jones – Financial Advisor: Faith Lee, ABFP®|AAMS® – A Comprehensive Overview

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For individuals and families seeking comprehensive and personalized financial planning, Edward Jones is pleased to introduce Faith Lee, ABFP®|AAMS®. Ms. Lee operates out of the Colorado Springs office located at 5575 Tech Center Dr Suite 216, Colorado Springs, CO 80919, United States. She is a dedicated and experienced financial consultant committed to helping clients achieve their long-term financial goals. Her contact number is 7198964387, and you can learn more about her services and approach on the Edward Jones website: edwardjones.com. This detailed overview will provide prospective clients with valuable information to assess if Faith Lee and Edward Jones are the right partners for their investment needs.

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About Faith Lee, ABFP®|AAMS®

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Faith Lee holds the designations of Accredited Financial Planner^SM (ABFP^SM) and Accredited Asset Management Specialist^SM (AAMS^SM), demonstrating her commitment to professional standards and ongoing education. These certifications signify her expertise in a wide range of financial services, including retirement planning, education funding, estate planning, and income tax planning. Ms. Lee’s approach is built on a foundation of trust and long-term relationships. She prioritizes understanding her clients’ individual circumstances, goals, and risk tolerance before recommending any investment strategies. Unlike many firms focused on high-pressure sales, Faith Lee emphasizes a collaborative approach, working alongside her clients to develop a customized plan that aligns with their values and objectives.

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Specialties and Services Offered

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Faith Lee specializes in providing a holistic approach to financial planning. Her core services include:

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• Investment Management: Ms. Lee helps clients build and manage diversified investment portfolios tailored to their specific needs and risk profiles. She offers access to a wide range of investment products, including stocks, bonds, mutual funds, and ETFs.

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• Retirement Planning: She assists clients in planning for a secure and comfortable retirement, considering factors such as income needs, healthcare costs, and legacy planning.

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• Education Funding: Faith Lee provides guidance on saving for college and other educational expenses, exploring options such as 529 plans and other tax-advantaged savings vehicles.

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• Estate Planning: She collaborates with estate planning attorneys to help clients develop strategies for preserving and transferring their assets to future generations.

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• Income Tax Planning: Ms. Lee can offer insights into strategies to minimize tax liabilities, optimizing the client’s overall financial position.

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Edward Jones, as a firm, offers a broad spectrum of services, and Faith Lee’s expertise complements this extensive offering. Financial consultants at Edward Jones are locally based and dedicated to providing personalized service, fostering long-term relationships with their clients.

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Location and Accessibility

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The Colorado Springs office is conveniently located at 5575 Tech Center Dr Suite 216, Colorado Springs, CO 80919. The office is committed to providing a welcoming and accessible environment for all clients. Key accessibility features include:

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• Wheelchair-Accessible Car Park: Ample parking is available for individuals using wheelchairs.

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• Wheelchair-Accessible Entrance: The entrance is designed to accommodate wheelchair users.

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• Wheelchair-Accessible Toilet: A fully accessible toilet is available on-site.

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• Toilet Facilities: Standard toilet facilities are provided.

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• Appointments Recommended: While walk-ins are welcome, scheduling an appointment is highly recommended to ensure Ms. Lee can dedicate her full attention to your needs.

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Client Feedback and Reputation

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Edward Jones consistently receives positive feedback from its clients. Faith Lee’s Colorado Springs office currently has 3 reviews on Google My Business, with an average rating of 5/5. This exceptional rating reflects the firm's commitment to client satisfaction and the dedication of its financial advisors. Clients consistently praise Ms. Lee’s professionalism, knowledge, and personalized service. They appreciate her ability to explain complex financial concepts in a clear and understandable manner and her genuine concern for their financial well-being. The reviews highlight the importance of the long-term relationship that Edward Jones fosters with its clients, emphasizing the trust and confidence built over time.

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Contact Information and Scheduling an Appointment

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To schedule an appointment with Faith Lee or to learn more about her services, please contact her at 7198964387 or visit the Edward Jones website: edwardjones.com. We encourage prospective clients to reach out and discuss their financial goals and how Faith Lee can help them achieve them. The firm values appointments to ensure dedicated attention and personalized consultations.

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"summary": "Faith Lee, a dedicated financial advisor at Edward Jones in Colorado Springs, offers personalized financial planning services including investment management, retirement planning, and education funding, prioritizing long-term client relationships and accessibility.",
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