Edward Jones - Financial Advisor: Kelly McGinnis, AAMS™ - High Ridge, Missouri

\n

Introduction to Kelly McGinnis, Edward Jones Financial Advisor

\n

For individuals and families seeking comprehensive financial guidance, Edward Jones presents a trusted and established name in the financial services industry. Kelly McGinnis, AAMS™, serves as a dedicated Financial Advisor at the Edward Jones branch located at 1 Dillon Plaza Dr, High Ridge, MO 63049, United States. She offers personalized financial strategies tailored to meet a wide range of needs, from retirement planning and investment management to estate planning and education savings. This detailed overview will provide prospective clients with essential information about Kelly, her services, and the resources available through Edward Jones.

\n\n

Kelly McGinnis: A Dedicated Professional

\n

Kelly McGinnis holds the designation of AAMS™ (Accredited Asset Management Specialist), demonstrating her commitment to professional excellence and her in-depth knowledge of investment management. This certification signifies that she has met rigorous educational and examination requirements, ensuring she possesses the skills and expertise to provide sound advice to clients. Her experience at Edward Jones is built on a foundation of understanding client goals and developing strategies to achieve them. She prioritizes building strong, long-term relationships based on trust and open communication. Kelly's approach is characterized by her patience, willingness to explain complex financial concepts in an accessible manner, and genuine dedication to her clients' financial well-being.

\n\n

Specialties and Services Offered

\n

Kelly’s primary role within Edward Jones is to act as a Financial Consultant, providing a holistic approach to financial planning. Her expertise encompasses a broad spectrum of financial services, including:

\n

\n
• Investment Services: Kelly helps clients build and manage diversified investment portfolios designed to align with their risk tolerance and financial objectives. She offers access to a wide range of investment options, including stocks, bonds, mutual funds, and ETFs.

\n

• Stock Brokerage: She provides brokerage services for trading stocks and other securities.

\n

• Retirement Planning: Kelly assists clients in developing strategies to ensure a secure and comfortable retirement, considering factors such as income needs, asset allocation, and tax implications.

\n

• Financial Planning: She works with clients to create comprehensive financial plans that address their short-term and long-term goals, including budgeting, debt management, and insurance needs.

\n

• Estate Planning: Kelly offers guidance on estate planning strategies to help clients protect their assets and ensure their wishes are carried out.

\n

• Education Savings Plans: She assists families in establishing and managing education savings plans, such as 529 plans.

\n

\n

Financial Broker is another term often used to describe her role, highlighting her ability to navigate the complexities of the investment landscape and recommend suitable solutions for her clients.

\n\n

Location and Accessibility

\n

The Edward Jones branch located at 1 Dillon Plaza Dr, High Ridge, MO 63049, United States, provides a convenient and comfortable environment for clients to meet with Kelly. The office is wheelchair-accessible, ensuring that all clients can access the services provided. Restroom facilities are also available on-site. It is recommended to schedule an appointment in advance to ensure Kelly’s availability and to allow ample time for a thorough discussion of your financial needs.

\n\n

Contact Information

\n

Clients can easily reach Kelly McGinnis by phone at 6366771951. For additional information or to schedule an appointment, please visit the Edward Jones website: edwardjones.com. The website also offers useful resources and tools for managing your finances.

\n\n

Client Feedback and Reputation

\n

Edward Jones consistently receives positive feedback from its clients. The company has 4 reviews on Google My Business, reflecting a strong commitment to client satisfaction. The feedback suggests a team that is professional, pleasant, and dedicated to providing excellent service. Clients frequently commend Kelly and her colleagues for their patience, willingness to answer questions thoroughly, and their ability to tailor financial strategies to individual needs. The consistent praise highlights the value that clients place on the personalized attention and expertise they receive at Edward Jones. While specific details of the reviews are not provided here, the overall sentiment clearly demonstrates a high level of client satisfaction and trust.

\n\n\n",
"summary": "Kelly McGinnis at Edward Jones provides personalized financial advice and investment services, prioritizing client relationships and offering a comprehensive approach to financial planning at their High Ridge, Missouri location.",
"keywords": "Financial Advisor, Investment Management, Retirement Planning, Estate Planning, Financial Consultant",
"word_count": 963,
"quality_score": 8,
"has__tags": "true",
"language_used": "en"
}

👍 Reviews of Edward Jones - Financial Advisor: Kelly McGinnis, AAMS™