Edward Jones - Financial Advisor: Tamara T Uribe, CFP®|CRPC™ - Lincoln, Nebraska

{
"content": "

Edward Jones Financial Advisor: Tamara T Uribe, CFP®|CRPC™

Tamara T Uribe stands as a distinguished financial advisor affiliated with Edward Jones, a prominent financial services firm known for its commitment to personalized financial guidance. Based in Lincoln, Nebraska, she offers expert advice and tailored solutions to help individuals navigate their financial journeys effectively. As a Certified Financial Planner (CFP®) and a Chartered Retirement Planning Counselor (CRPC™), Uribe brings a wealth of knowledge and experience to her role, ensuring that her clients receive comprehensive financial planning, investment strategies, and retirement planning services. Her credentials highlight her dedication to ethical practices and ongoing professional development, making her a trusted figure in the financial advisory field.

The firm's reputation for providing accessible financial education and market insights allows advisors like Uribe to build strong, lasting relationships with clients. Edward Jones, as an organization, emphasizes a client-first approach, enabling Uribe to focus on individual needs while adhering to the firm's standards of integrity and service. Her specialties include acting as a financial consultant, finance broker, investment service provider, and stock broker, offering a range of services from asset management to retirement income strategies. This multifaceted expertise positions her as a versatile resource for clients seeking holistic financial solutions.

Address and Location Details

Uribe's office is located at 8055 O Street, Suite S117, Lincoln, NE 68510, United States, which places it in the heart of Lincoln, a city known for its growing economy and diverse population. The address is easily accessible via major transportation routes, making it convenient for clients in the local area and beyond to visit. Edward Jones maintains a professional and welcoming environment at this location, with features designed to accommodate all clients. For instance, the parking lot is wheelchair-accessible, ensuring that individuals with mobility challenges can park conveniently and safely. Additionally, the washroom is wheelchair-accessible, reflecting the firm's commitment to inclusivity and accessibility for everyone. These amenities are part of Edward Jones' broader effort to create a supportive space where clients feel comfortable during their financial consultations.

Practical Information for Clients

For those seeking to reach her office, the phone number provided is 4024897752, which can be used for scheduling appointments or inquiries. It is highly recommended that clients book an appointment in advance to ensure a dedicated time slot, as this allows for a more thorough discussion of their financial goals and needs. The website, edwardjones.com, serves as a valuable resource, providing detailed information about Uribe's background, services, and how to connect with her. Visitors are advised to check the website for any updates or additional resources, and the online platform also offers tools for financial planning and educational content to help clients make informed decisions.

Specialties and Services Offered

As a financial advisor, Tamara T Uribe specializes in several key areas, including financial consulting, finance brokering, investment services, and stock brokering. Her role as a financial consultant involves assessing a client's current financial situation, setting clear goals, and developing personalized plans to achieve those objectives. This may include budgeting, saving, investing, and retirement planning. Through finance brokering, she facilitates transactions for buying or selling securities, ensuring that clients navigate the market efficiently and effectively. Investment services encompass a broad range of activities, such as managing portfolios, recommending suitable investment vehicles, and monitoring performance to align with client risk tolerance and return expectations. Stock brokering specifically focuses on executing trades and providing guidance on stock market trends, helping clients make strategic decisions in this dynamic sector.

Uribe's expertise extends to other aspects of financial advisory, such as estate planning, tax optimization, and insurance coordination, though the primary specialties listed emphasize her core competencies. By leveraging her CFP® and CRPC™ certifications, she ensures that her advice is grounded in best practices and regulatory standards. Clients can benefit from her ability to offer both traditional and innovative financial strategies, tailored to their unique circumstances. For example, she might use tools like retirement income calculators or risk assessment frameworks to provide actionable recommendations. This comprehensive approach not only addresses immediate financial concerns but also focuses on long-term wealth preservation and growth.

Other Points of Interest and Recommendations

Edward Jones places a strong emphasis on accessibility and client comfort, as evidenced by the wheelchair-accessible parking lot and washroom at the Lincoln location. These features are particularly important for clients with disabilities, ensuring that everyone can access the services without barriers. In addition to physical accessibility, it is recommended that clients prepare for their appointments by gathering relevant financial documents, such as bank statements, investment records, or life goals outlines. This preparation allows for a more productive conversation and helps Uribe provide accurate, tailored advice. Appointments are strongly encouraged to avoid wait times and to maximize the value of the interaction, as financial discussions can be complex and require focused attention.

While the firm offers a supportive environment, potential clients should also consider the broader context of financial advisory services. Edward Jones, as a member of the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC), operates under strict guidelines to protect client interests. Tamara T Uribe's absence of negative reviews underscores her professional standing, though the average opinion of 0/5 with no Google My Business reviews means that prospective clients should conduct their own due diligence, such as checking her performance history or client testimonials if available. Overall, her services are ideal for individuals seeking reliable financial guidance in today's uncertain economic landscape, with a focus on education and empowerment.

Opinions and Client Feedback

At this time, Edward Jones' financial advisor, Tamara T Uribe, has not received any reviews on Google My Business, indicating a lack of public feedback. The average opinion is reported as 0/5, which could be due to insufficient data or a recent absence of reviews rather than poor service quality. It is worth noting that financial advisory often relies heavily on word-of-mouth referrals and direct client relationships, which may not always translate to online reviews. Potential clients are advised to seek additional perspectives, such as recommendations from trusted sources or an initial consultation, to gauge her approach and compatibility. Despite the absence of reviews, Edward Jones' track record and Uribe's credentials suggest a high standard of service, with many advisors in the firm achieving positive outcomes for their clients through disciplined planning and market awareness.

",
"summary": "Edward Jones Financial Advisor Tamara Uribe provides expert financial consulting and investment services with a focus on accessibility and client appointments.",
"keywords": ["Edward Jones Financial Advisor", "Tamara Uribe CFP", "CRPC Certification", "Financial Consulting", "Investment Services", "Lincoln Nebraska", "Wheelchair Accessible", "Appointments Recommended"],
"word_count": 645,
"quality_score": 8,
"has__tags": true,
"language_used": "en"
}