Edward Jones - Financial Advisor: Robert Woodard, CFP®|AAMS® - Lake City, Florida

Edward Jones stands as a prominent player in the financial advisory sector, offering personalized financial guidance to clients across the United States. Within this expansive network, Robert Woodard, a Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS®), represents a key figure dedicated to helping individuals achieve their financial goals. His role as a financial advisor encompasses a wide range of services designed to address clients' unique needs and aspirations.

Professional Profile of Robert Woodard

Mr. Woodard brings extensive experience and expertise to his role as a financial advisor. His credentials as a CFP® indicate a strong foundation in financial planning principles, with a focus on client-centered solutions. Additionally, his AAMS® designation highlights his proficiency in managing investment portfolios and providing comprehensive asset management services. Robert's approach combines thorough financial analysis with personalized recommendations, ensuring that each client receives tailored advice suited to their specific circumstances.

Services Offered

As a financial consultant and investment service provider, Mr. Woodard specializes in several key areas. His expertise includes financial consulting, where he helps clients navigate complex financial decisions and plan for long-term security. As a finance broker and stock broker, he facilitates the buying and selling of securities, ensuring clients make informed investment choices aligned with their risk tolerance and financial objectives.

Diversified Financial Advisory

Robert Woodard's practice covers a spectrum of financial advisory services, making him a versatile resource for clients seeking guidance on various aspects of their financial lives. His services extend beyond traditional investment advice to include retirement planning, estate management, insurance planning, and tax optimization strategies. This comprehensive approach allows him to address the holistic financial picture, ensuring that clients' decisions are cohesive and mutually supportive.

Business Location and Accessibility

Mr. Woodard's Edward Jones office is strategically located at 148 N Marion Ave in Lake City, Florida, providing convenient access to clients in the area. The physical location features wheelchair-accessible facilities, including a car park and toilet, ensuring that the practice is accommodating to all clients. These accessibility features reflect Edward Jones's commitment to serving diverse clientele with dignity and convenience.

Contact Information

For those seeking to connect with Robert Woodard or schedule a consultation, the office can be reached by phone at 3867521215. Alternatively, clients may visit the Edward Jones website to learn more about Mr. Woodard's services or to arrange an appointment online. The digital presence provides detailed insights into his specialization and the range of financial products he offers.

Client Experience and Reviews

Edward Jones maintains a strong reputation among its clientele, with Robert Woodard's practice receiving positive recognition. The company has accumulated 1 reviews on Google My Business, reflecting client feedback on service quality and professional expertise. Notably, the average rating stands at 5/5, indicating consistently high levels of client satisfaction. These reviews underscore the effectiveness of Mr. Woodard's approach and his ability to build trust with his clients.

Recommendations for Potential Clients

Individuals seeking financial advisory services are encouraged to consider the comprehensive offerings of Robert Woodard. His dual expertise as a CFP® and AAMS® positions him as a knowledgeable resource for both traditional and modern financial planning needs. Prospective clients are advised to schedule an appointment to discuss their financial goals in detail, ensuring that the guidance received is personalized and actionable.

Edward Jones represents a trusted entity in the financial services industry, committed to ethical practices and client success. Robert Woodard embodies these values through his dedication to financial education and strategic planning. His services are particularly relevant for individuals looking to secure their financial future, manage investments effectively, and navigate life's financial complexities with confidence.