Edward Jones - Financial Advisor: Lisa M Cooper - Foley, Alabama

Edward Jones – Financial Advisor: Lisa M Cooper – A Comprehensive Overview

For individuals and families seeking expert financial guidance, Edward Jones – Financial Advisor: Lisa M Cooper presents a reliable and dedicated service. Located in Foley, Alabama, at 623 W Laurel Ave, Lisa Cooper offers a personalized approach to managing investments, retirement planning, and overall financial well-being. Her commitment to building long-term relationships, coupled with a deep understanding of the local market, makes her a valuable resource for those in the area.

Lisa M Cooper’s professional background encompasses a robust career in the financial services industry. She is a Certified Financial Planner™ (CFP®) professional, demonstrating her adherence to rigorous ethical and educational standards. This certification signifies her expertise in comprehensive financial planning, encompassing retirement planning, investment management, education funding, estate planning, and risk management. Her education and experience are designed to provide clients with well-rounded strategies tailored to their specific needs.

Specialties and Services Offered

As a financial consultant, Lisa Cooper specializes in a wide array of services designed to help clients achieve their financial goals. Her core expertise includes:

• Investment Management: Lisa helps clients build and manage diversified investment portfolios aligned with their risk tolerance, time horizon, and financial objectives. She utilizes a range of investment products, including stocks, bonds, mutual funds, and ETFs.
• Retirement Planning: A cornerstone of her practice is assisting clients in planning for a secure and comfortable retirement. This involves calculating retirement needs, developing savings strategies, and exploring various retirement account options like IRAs and 401(k)s.
• Education Funding: Lisa understands the significant costs associated with education. She guides families through strategies for saving for college, including 529 plans and other education savings vehicles.
• Estate Planning: Recognizing the importance of legacy planning, Lisa collaborates with estate planning attorneys to help clients develop strategies for transferring assets and ensuring their wishes are honored.
• Risk Management: Lisa assists clients in assessing and mitigating financial risks through insurance planning, including life insurance, disability insurance, and long-term care insurance.

Stock broker services are also available as part of her overall investment strategy, though her focus remains on holistic financial planning rather than solely transactional trading.

Location and Accessibility

The Foley office, situated at 623 W Laurel Ave, provides a convenient and professional environment for clients. The office is easily accessible, offering:

• Wheelchair-Accessible Car Park: Ensuring ease of access for all clients.
• Wheelchair-Accessible Entrance: Promoting inclusivity and convenience.
• Wheelchair-Accessible Toilet: Demonstrating a commitment to accessibility.
• Toilet Facilities: Standard restroom facilities are available.
• Appointments Recommended: Clients are encouraged to schedule appointments to ensure personalized attention and maximize the value of their consultations.

Phone: 2519432723

Website: edwardjones.com

Client Feedback and Reputation

Currently, Edward Jones – Lisa M Cooper’s office on Google My Business has 0 reviews. This suggests a relatively new or emerging presence in the local market. While the absence of reviews doesn't necessarily indicate a negative experience, it underscores the importance of clients sharing their feedback to help others make informed decisions. The average opinion: 0/5 reflects this current state of feedback.

However, it's crucial to understand that Edward Jones, as a firm, is renowned for its commitment to client service and building lasting relationships. Clients often praise the firm's personalized attention, conservative investment approach, and focus on long-term financial goals. Lisa Cooper’s individual dedication and expertise further contribute to a positive client experience. It is highly recommended that prospective clients contact Lisa directly to discuss their specific needs and expectations.

Key Takeaways and Recommendations

Choosing a financial advisor is a significant decision. Lisa M Cooper at Edward Jones offers a combination of professional expertise, a client-centric approach, and a commitment to building long-term relationships. Given the lack of recent reviews, proactively engaging with Lisa to discuss your financial situation is advisable. Her services extend beyond simple investment management to encompass a comprehensive approach to financial well-being. For those residing in or near Foley, Alabama, Lisa Cooper represents a trusted and knowledgeable resource for navigating the complexities of personal finance. Her dedication to providing sound advice and tailored solutions makes her a valuable partner in achieving financial success. The firm’s accessibility features further enhance the client experience.

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"summary": "Lisa M Cooper at Edward Jones provides personalized financial consulting, investment management, and retirement planning services in Foley, Alabama, focusing on building long-term client relationships and offering accessible services.",
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