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
Edward Jones – Calvin Rhoden, AAMS® is a well-established financial advisory firm dedicated to providing personalized financial guidance to individuals and families in Sumter, South Carolina, and the surrounding areas. Located at 119 N Main St, Sumter, SC 29150, Mr. Rhoden and his team offer a comprehensive suite of services designed to help clients achieve their long-term financial goals. He is a valuable resource for those seeking a financial consultant who prioritizes building strong, lasting relationships.
About Calvin Rhoden, AAMS®
Calvin Rhoden holds the designation of AAMS® (Associate of the Academy of Management Specialists), demonstrating his commitment to professional excellence and expertise in financial planning. He specializes in a wide range of investment services, including retirement planning, education savings, estate planning, and income tax planning. Mr. Rhoden’s approach centers on understanding each client’s unique circumstances, risk tolerance, and financial objectives. He excels at translating complex financial concepts into easily understandable terms, fostering a sense of trust and confidence.
Services Offered
- Financial Planning: Mr. Rhoden develops customized financial plans tailored to individual needs, considering current financial status, future goals, and potential challenges.
- Investment Management: He provides investment management services, constructing and managing portfolios designed to align with clients’ objectives and risk profiles. This includes a variety of stock broker services.
- Retirement Planning: A significant focus is placed on helping clients prepare for a comfortable retirement, exploring various strategies and investment options.
- Education Planning: Guidance is offered on saving for college and other educational expenses.
- Estate Planning: Mr. Rhoden collaborates with legal professionals to assist clients in developing estate plans that reflect their wishes and ensure a smooth transfer of assets.
- Tax Planning: Integrating tax considerations into overall financial strategies to optimize financial outcomes.
Location and Accessibility
The office is conveniently located at 119 N Main St, Sumter, SC 29150. It’s a small, approachable office, which often contributes to the positive client experience. To ensure accessibility, the firm offers a wheelchair-accessible car park, an wheelchair-accessible entrance, and a wheelchair-accessible toilet. Furthermore, a regular toilet is available for client use. Appointments are recommended to ensure dedicated time and personalized attention, recognizing the value of a thorough consultation.
Client Feedback & Reputation
Client feedback consistently highlights Mr. Rhoden’s dedication to clear communication and patient guidance. Numerous clients have praised his ability to explain financial concepts in a manner that is readily understandable, even for those without a prior background in finance. The firm currently holds an average rating of 4.5/5 stars on Google My Business, reflecting a strong level of client satisfaction. This high rating suggests a commitment to providing high-quality service and building strong client relationships. The repeated emphasis on his thoroughness and explanation skills underscores a core value of the practice – empowering clients with knowledge and confidence in their financial decisions. Many clients specifically mention the benefit of a smaller, more personal setting, fostering a more comfortable and trusting environment. Investment decisions are made with the client’s best interests at heart, prioritizing long-term stability and growth.
Contact Information
To schedule an appointment or learn more about the services offered, please contact Edward Jones – Calvin Rhoden, AAMS® at 803-506-2777. You can also visit their website at edwardjones.com.
👍 Reviews of Edward Jones - Financial Advisor: Calvin Rhoden, AAMS®
