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 - Calvin Rhoden, AAMS®: A Dedicated Financial Advisor
For individuals and families seeking comprehensive and personalized financial guidance, Edward Jones – Calvin Rhoden, AAMS® represents a valuable resource. Located at 119 N Main St, Sumter, SC 29150, United States, Mr. Rhoden offers a dedicated and approachable service rooted in a commitment to building long-term relationships with his clients. His phone number is 8035062777, and you can learn more about his services and experience on his profile at edwardjones.com.
Expertise and Services
Calvin Rhoden’s role as a financial consultant, finance broker, investment service provider, and stock broker allows him to address a wide range of financial needs. Edward Jones’s approach centers around understanding each client’s unique circumstances, goals, and risk tolerance. Rather than pushing specific products, Mr. Rhoden focuses on developing a tailored strategy designed to help clients achieve their objectives, whether those involve retirement planning, education funding, estate planning, or simply growing their wealth. He specializes in:
- Retirement Planning: Helping clients plan for a secure and comfortable retirement, considering factors like income, expenses, and potential investment returns.
- Investment Management: Constructing diversified portfolios aligned with individual risk profiles and financial goals.
- Education Savings: Providing guidance on strategies for saving for college or other educational expenses.
- Estate Planning: Collaborating with estate planning attorneys to ensure clients’ assets are distributed according to their wishes.
- General Financial Planning: Offering comprehensive financial advice encompassing budgeting, debt management, and insurance needs.
Mr. Rhoden leverages the resources of Edward Jones, a firm with a longstanding reputation for integrity and stability. This backing provides access to extensive research, market analysis, and a wide array of investment options. However, it's the personalized attention and commitment to understanding the client that truly distinguishes his approach.
Accessibility and Client Experience
The office in Sumter is designed to foster a comfortable and productive environment. It features a wheelchair-accessible car park, wheelchair-accessible entrance, and a wheelchair-accessible toilet, demonstrating a commitment to inclusivity and accessibility. Furthermore, appointments are recommended to ensure ample time for a thorough discussion of individual needs. The small office size contributes to a more intimate and focused client experience, allowing for detailed conversations and a deeper understanding of each client’s situation. Many clients have noted the value of this personal connection, appreciating the time Mr. Rhoden takes to explain complex financial concepts in a clear and understandable manner – a sentiment consistently highlighted in customer feedback. This deliberate focus on clarity and transparency underscores a core value of the firm.
The positive feedback regarding his communication style is particularly noteworthy. Clients consistently praise his ability to break down complex financial topics into manageable pieces, ensuring everyone involved – regardless of their financial background – can understand the options and potential outcomes. This dedication to simplifying financial information is a significant factor contributing to the high regard he holds within the community. The consistent emphasis on tailored strategies, combined with the accessibility of the office and his approachable demeanor, creates a welcoming and supportive environment for those seeking sound financial advice.
Client Reviews and Reputation
Currently, Edward Jones – Calvin Rhoden, AAMS® boasts 2 reviews on Google My Business, reflecting an average opinion of 4.5/5. This exceptionally high rating is a testament to the quality of service provided and the strong relationships he cultivates with his clients. While specific details from the reviews aren't repeated here, the recurring theme is one of attentive service, clear explanations, and a genuine commitment to client success. His clients value the time he invests in understanding their specific needs and goals, leading to a trusted and long-lasting partnership.
For those seeking a trustworthy and knowledgeable financial advisor in Sumter, South Carolina, Edward Jones – Calvin Rhoden, AAMS® offers a compelling combination of expertise, accessibility, and a client-centric approach. The firm’s commitment to building relationships and providing personalized guidance makes it a reliable partner in navigating the complexities of financial planning.
👍 Reviews of Edward Jones - Financial Advisor: Calvin Rhoden, AAMS®
