Edward Jones - Financial Advisor: Kayla Caldwell, CFP®|ChFC®|CEPA® - Bowling Green, Missouri

For individuals and families seeking comprehensive financial guidance, Edward Jones presents Kayla Caldwell, CFP®|ChFC®|CEPA®, as a dedicated Financial Advisor. Located at 822 S Court St, Bowling Green, MO 63334, Ms. Caldwell offers personalized services tailored to meet specific financial goals. Her commitment extends beyond simple investment management; she focuses on building long-term relationships based on trust and understanding.

About Kayla Caldwell, CFP®|ChFC®|CEPA®

Kayla Caldwell is a seasoned financial consultant with Edward Jones, bringing a wealth of experience and expertise to her clients. She holds the prestigious certifications of Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Certified Estate Planning Advisor (CEPA®), demonstrating a profound understanding of diverse financial planning needs. These credentials signify a rigorous commitment to ethical and professional standards, ensuring clients receive the highest quality advice.

Specialties and Services

Ms. Caldwell specializes in providing a broad range of financial services, including:

• Investment Management: She expertly manages investment portfolios, considering risk tolerance, time horizon, and financial objectives.
• Retirement Planning: Ms. Caldwell assists clients in developing strategic plans for a secure and comfortable retirement.
• Estate Planning: Recognizing the importance of legacy planning, she provides guidance on wills, trusts, and other estate planning tools.
• Insurance Planning: She helps clients assess and secure appropriate insurance coverage to protect their assets and loved ones.
• Financial Planning for Life Events: Ms. Caldwell supports clients through significant life transitions such as marriage, children, and career changes.

Her role as a Finance broker involves analyzing client financial situations and recommending suitable investment products and strategies. As an Investment service provider, she meticulously researches and evaluates various investment options to maximize returns while minimizing risk.

Location and Accessibility

The Edward Jones office in Bowling Green, Missouri, is strategically located at 822 S Court St, MO 63334. This location provides convenient access for clients in the surrounding area. Furthermore, the office is committed to accessibility, offering:

• Wheelchair Accessible Entrance: Ensuring ease of access for individuals using wheelchairs.
• Wheelchair Accessible Parking Lot: Providing dedicated parking spaces for those with mobility limitations.
• Wheelchair Accessible Restroom: Offering a fully accessible restroom facility.
• Restroom: Standard restroom facilities are available.

Client Experience and Recommendations

Currently, Edward Jones – Kayla Caldwell’s office has 0 reviews on Google My Business. This indicates a relatively new or developing online presence. However, this doesn’t detract from the dedication and expertise offered by Ms. Caldwell. It is strongly recommended to schedule an appointment to discuss your financial needs and receive personalized advice. Contacting her at 5735601001 is the best way to arrange a consultation.

Average opinion: 0/5 reflects the lack of available reviews at this time. However, the firm consistently strives to provide exceptional client service.

Website and Further Information

For more detailed information about Kayla Caldwell, her services, and Edward Jones, please visit the official website: edwardjones.com. This website offers a wealth of resources, including educational articles, financial planning tools, and insights into investment strategies. You can also explore the firm’s commitment to client relationships and ethical practices.

Key Takeaways

Edward Jones, through Kayla Caldwell, offers a reliable and trustworthy approach to financial planning. Her qualifications, combined with her commitment to personalized service, make her an excellent resource for individuals seeking to achieve their financial goals. The accessible office location further enhances the client experience. Considering the limited online reviews, direct contact via phone is recommended to initiate a discussion about your specific requirements.

Here's a summary of the key information:

• Financial Advisor: Kayla Caldwell, CFP®|ChFC®|CEPA®
• Location: 822 S Court St, Bowling Green, MO 63334
• Phone: 5735601001
• Website: edwardjones.com

Keywords: Financial Advisor, Investment Management, Retirement Planning, Estate Planning, Financial Consultant

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Quality Score: 8

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Language Used: English