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 Trusted Financial Advisor in Sumter, SC
For individuals and families seeking comprehensive and personalized financial guidance, Calvin Rhoden, AAMS® at Edward Jones, represents a dependable resource. Located at 119 N Main St, Sumter, SC 29150, United States, Mr. Rhoden offers a dedicated approach to helping clients achieve their long-term financial goals. His firm’s commitment to client relationships and education is consistently highlighted by client feedback, emphasizing a patient and thorough service style.
Expertise and Services
Calvin Rhoden specializes in a range of financial services, acting as a financial consultant, finance broker, and investment service provider. He assists clients with a diverse array of needs, including retirement planning, education savings, estate planning, and general investment management. His role extends beyond simply executing trades; he focuses on understanding a client's unique circumstances, risk tolerance, and objectives to craft a tailored investment strategy. He diligently explains complex financial concepts in a manner accessible to everyone, ensuring clients feel fully informed and confident in their decisions.
- Retirement Planning: Developing strategies to ensure a secure and comfortable retirement.
- Investment Management: Constructing and managing investment portfolios aligned with individual goals.
- Education Savings: Helping families save for college and other educational expenses.
- Estate Planning: Providing guidance on preserving and transferring assets to future generations.
- Financial Reviews: Conducting regular reviews of financial plans to ensure they remain aligned with changing circumstances.
Location and Accessibility
The Sumter office is strategically located at 119 N Main St, providing a convenient and welcoming environment for clients. The office is designed to foster a comfortable and private atmosphere, facilitating open communication and trust-building. Notably, the firm prioritizes accessibility, offering a wheelchair-accessible car park, wheelchair-accessible entrance, and a wheelchair-accessible toilet. Furthermore, appointments are recommended to ensure Mr. Rhoden can dedicate his full attention to each client’s needs. The small building contributes to a focused and personalized service experience.
Client Feedback and Reputation
Client feedback consistently praises Mr. Rhoden's commitment to thoroughness and client education. Numerous reviews on Google My Business reflect a shared sentiment – clients appreciate his willingness to take the time to explain options in detail and ensure they fully understand the implications of their decisions. The repeated emphasis on ‘taking his time’ and ‘explaining everything clearly’ suggests a dedication to fostering informed and empowered clients. The overall average opinion is 4.5/5, demonstrating a strong level of client satisfaction. This positive reputation is built on a foundation of trust, transparency, and personalized service. It’s a testament to his ability to connect with clients on a personal level and provide sound financial advice.
Contact Information
To schedule an appointment or learn more about the services offered, please contact Calvin Rhoden at:
| Phone | 8035062777 |
|---|---|
| Website | edwardjones.com |
| Address | 119 N Main St, Sumter, SC 29150, United States |
Edward Jones is committed to providing unbiased advice and prioritizing the long-term financial well-being of its clients. Calvin Rhoden’s expertise and dedication make him a valuable partner in navigating the complexities of personal finance.
👍 Reviews of Edward Jones - Financial Advisor: Calvin Rhoden, AAMS®
