Edward Jones - Financial Advisor: Kevin C Dunbaugh, CFP®|AAMS™ - Colorado Springs, Colorado

Okay, here’s a comprehensive overview of Edward Jones – Financial Advisor: Kevin C Dunbaugh, CFP®|AAMS™, formatted as requested and aiming for a professional, helpful tone:

Introduction to Kevin C Dunbaugh, CFP®|AAMS™

For individuals and families seeking reliable and personalized financial guidance, Edward Jones presents a strong and trusted option. Specifically, Kevin C Dunbaugh, CFP®|AAMS™, serves as a dedicated Financial Advisor in Colorado Springs. He operates from the firm’s location at 7836 N Academy Blvd, Colorado Springs, CO 80920, and can be reached directly at 195990970. His website, edwardjones.com, provides a wealth of information about his services and approach.

Specializations and Services

Kevin’s expertise encompasses a broad range of Financial Consultant services. As a Finance Broker, he assists clients in developing comprehensive financial plans. His offerings include:

• Investment Services: Kevin helps clients build and manage investment portfolios tailored to their specific goals and risk tolerance.
• Stock Brokerage: He provides access to a wide array of investment options, including stocks, bonds, and mutual funds.
• Retirement Planning: Strategic planning for retirement income and asset allocation is a key focus.
• Estate Planning: Guidance on preserving and transferring wealth is offered in conjunction with legal professionals.

Accessibility and Amenities

Edward Jones is committed to providing a welcoming and accessible environment for all clients. The Colorado Springs office features a wheelchair accessible entrance, wheelchair accessible parking, and a wheelchair accessible restroom. Restrooms are also available for client use. Appointments are highly recommended to ensure dedicated attention and personalized service.

Client Feedback and Reputation

Based on available feedback, clients consistently praise Kevin Dunbaugh and the Edward Jones team for their commitment to building strong, long-term relationships. The company maintains a positive presence on Google My Business, with an impressive average rating of 5/5 based on two reviews. These reviews highlight a dedication to going ‘above and beyond’ client expectations, emphasizing a personal approach rarely found elsewhere. The team is consistently described as knowledgeable, courteous, and readily available to assist clients with their financial needs.

Contact Information and Resources

To learn more about Kevin C Dunbaugh, CFP®|AAMS™ and the services offered at Edward Jones, we encourage prospective clients to visit the firm’s website: edwardjones.com. You can also contact the office directly at 195990970 to schedule an appointment and discuss your financial goals.

Final Recommendation

For individuals seeking a trustworthy, experienced, and client-focused Financial Advisor, Kevin C Dunbaugh, CFP®|AAMS™ at Edward Jones is a highly recommended resource. His dedication to personalized service and comprehensive financial planning positions him as an excellent partner in achieving long-term financial success. We strongly advise reaching out through his website to initiate a conversation and explore how his expertise can benefit you.

👍 Reviews of Edward Jones - Financial Advisor: Kevin C Dunbaugh, CFP®|AAMS™

Cecilia S.

5/5

Kevin goes above and beyond our expectations. I highly recommend him as a financial advisor. His care and personal approach is not easily found today. His staff is very knowledgeable, courteous, and always available to help.

Karla P.

5/5