Edward Jones - Financial Advisor: Calvin Rhoden, AAMS® - Sumter, South Carolina
Address: 119 N Main St, Sumter, SC 29150, United States.
Phone: 8035062777.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 4.5/5.
📌 Location of Edward Jones - Financial Advisor: Calvin Rhoden, AAMS®
Edward Jones â Calvin Rhoden, AAMS®: A Trusted Financial Advisor in Sumter, SC
For individuals and families seeking comprehensive and personalized financial guidance, Edward Jones â Calvin Rhoden, AAMS® offers a dedicated approach to wealth management. Located at 119 N Main St, Sumter, SC 29150, United States, Mr. Rhoden and his team are committed to building long-term relationships based on trust and mutual understanding. His firm operates with a philosophy centered around understanding each client's unique circumstances, goals, and risk tolerance. This client-centric approach distinguishes them from more transactional investment firms.
About Calvin Rhoden, AAMS®
Calvin Rhoden holds the Accredited Asset Management Specialist® (AAMS®) designation, demonstrating his commitment to professional competence and continuing education. This accreditation signifies a deep understanding of investment strategies, financial planning, and client service. He specializes in providing a wide range of financial consultant services, including finance broker support, investment service offerings, and stock broker expertise. Mr. Rhodenâs focus is not simply on generating returns but on creating a cohesive financial plan designed to meet his clientsâ present and future needs.
Services Offered
- Investment Management: Mr. Rhoden assists clients in building and managing diversified portfolios tailored to their individual goals.
- Retirement Planning: He helps clients develop strategies to ensure a comfortable and secure retirement.
- Education Planning: Guidance is offered for saving and investing for children's education.
- Estate Planning: Collaborations with estate planning attorneys are facilitated to help clients plan for the transfer of wealth.
- Insurance Planning: Risk management strategies are implemented through appropriate insurance coverage.
The firmâs strength lies in its ability to provide a holistic approach to financial planning, considering all aspects of a clientâs financial life. They emphasize proactive communication and ongoing support, ensuring clients remain informed and confident in their financial decisions.
Location and Accessibility
The office is conveniently located at 119 N Main St, Sumter, SC 29150. It is a small, welcoming space designed to foster a comfortable and approachable environment. Notably, the office is fully wheelchair-accessible, featuring both a wheelchair-accessible entrance and a wheelchair-accessible toilet. Appointments are recommended to ensure dedicated time for personalized consultations. Clients can easily contact Mr. Rhodenâs office at 8035062777.
Client Feedback & Reputation
Client feedback consistently highlights Mr. Rhodenâs dedication to clear communication and his commitment to taking the time to thoroughly explain investment options. Many clients appreciate the personal touch and the feeling of being truly understood. The firm currently holds 2 reviews on Google My Business, reflecting a consistently positive experience. The average opinion is a remarkable 4.5/5, indicating a high level of client satisfaction. This suggests a strong emphasis on building relationships and delivering exceptional service.
Website and Further Information
For more detailed information about Edward Jones â Calvin Rhoden, AAMS®, and his services, please visit edwardjones.com. You can explore the website to learn more about the firmâs investment philosophy, services offered, and Mr. Rhodenâs background. The site provides valuable resources for anyone seeking to improve their financial well-being.
The firm's commitment to accessibility extends beyond physical features; they prioritize making financial information understandable and approachable for all clients. Mr. Rhodenâs approach is characterized by patience and a willingness to answer questions thoroughly, ensuring clients feel empowered to make informed decisions. The small office size contributes to this personal feel, creating a more intimate and focused experience compared to larger, more impersonal financial institutions.
👍 Reviews of Edward Jones - Financial Advisor: Calvin Rhoden, AAMS®
