Edward Jones - Financial Advisor: Susan L Mann - Fredericksburg, Virginia

Introduction to Edward Jones and Susan L Mann

For individuals and families seeking comprehensive financial guidance, Edward Jones stands as a trusted name. The firm prides itself on building long-term relationships with clients, prioritizing personalized service and a deep understanding of their unique financial goals. Susan L Mann, a Financial Advisor at Edward Jones’ Fredericksburg, Virginia office, exemplifies this commitment. She specializes in providing tailored solutions across a broad spectrum of financial services, assisting clients with everything from retirement planning to estate management and investment strategies.

Susan L Mann's Credentials and Expertise

Susan L Mann holds the designations of a Financial Consultant, Finance Broker, and Stock Broker, demonstrating her extensive knowledge and regulatory compliance. Her experience within Edward Jones has equipped her with a robust understanding of the investment landscape, enabling her to navigate market fluctuations and recommend strategies aligned with her clients’ risk tolerance and objectives. She continually updates her knowledge through ongoing professional development, ensuring she remains at the forefront of industry best practices. Ms. Mann’s focus is not merely on transactions but on fostering a collaborative partnership built on trust and transparency.

Location and Accessibility

The Edward Jones office where Susan L Mann operates is strategically located at 4300 Plank Rd Ste 290, Fredericksburg, VA 22407. Recognizing the importance of accessibility, the office has been designed with inclusivity in mind. Specifically, it boasts a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. This commitment to physical accessibility underscores Edward Jones' dedication to serving all clients comfortably and without barriers. Furthermore, appointments are highly recommended to ensure dedicated time for personalized consultations and to avoid potential wait times.

Services Offered – A Detailed Breakdown

Susan L Mann offers a wide array of investment services, tailored to diverse client needs. These include:

• Retirement Planning: Developing strategies to help clients achieve their long-term retirement goals, considering factors like income, expenses, and desired lifestyle.
• Investment Management: Creating and managing diversified investment portfolios designed to align with individual risk profiles and financial objectives.
• Estate Planning: Providing guidance on estate planning tools, including wills, trusts, and beneficiary designations, to ensure assets are distributed according to clients’ wishes.
• Education Savings Plans: Assisting families in saving for their children’s education through options such as 529 plans.
• Insurance Planning: Evaluating insurance needs, including life, disability, and long-term care insurance, to protect clients and their families.

Client Testimonials and Reputation

Currently, Edward Jones - Susan L Mann has 0 reviews on Google My Business. This represents an opportunity for Ms. Mann to build a strong online presence and showcase her dedication to client satisfaction. While the lack of reviews is noteworthy, the firm’s established reputation and long-standing presence within the community speak to its consistent commitment to quality service.

Contact Information and Website

Clients can easily reach Susan L Mann and the Edward Jones Fredericksburg office through the following:

• Phone: 05482217
• Website: edwardjones.com

Key Features and Benefits of Working with Susan L Mann

• Personalized Service: Ms. Mann prioritizes building strong relationships with clients, taking the time to understand their individual circumstances and goals.
• Comprehensive Financial Planning: She offers a holistic approach to financial planning, addressing a wide range of needs beyond just investment management.
• Experienced Advisor: Her credentials and years of experience provide clients with confidence in her expertise.
• Local Expertise: As a local advisor, she understands the unique financial considerations of the Fredericksburg area.
• Ongoing Support: Clients benefit from ongoing support and regular reviews of their financial plans.

In conclusion, Susan L Mann at Edward Jones provides a valuable service to the Fredericksburg community. While currently lacking online reviews, her credentials, commitment to accessibility, and comprehensive service offerings make her a strong choice for individuals seeking a trustworthy and knowledgeable financial advisor.

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