Edward Jones - Financial Advisor: Meredith K LeBaron, CFP® - Midland, Michigan

Edward Jones - Financial Advisor: Meredith K. LeBaron, CFP®

Located at 4817 Swede Ave in Midland, MI, Meredith K. LeBaron, CFP® is a dedicated financial advisor serving the community through Edward Jones. With a commitment to understanding and meeting the unique financial needs of her clients, she has built a reputation for excellence in the financial consulting, brokerage, and investment services sectors.

Main Services

• Financial Consultation: Meredith provides personalized financial advice tailored to each client's goals and circumstances. She helps clients navigate complex financial decisions with clarity and confidence.
• Investment Services: She offers a wide range of investment options, from stocks and bonds to mutual funds and ETFs, helping clients grow and preserve their wealth.
• Retirement Planning: Meredith specializes in retirement planning, assisting clients in creating strategies to achieve their retirement dreams and ensuring a comfortable lifestyle in their golden years.
• Estate and Legacy Planning: She helps clients protect their assets and create a lasting legacy by providing guidance on estate planning, tax strategies, and philanthropic giving.
• Insurance Services: Meredith offers insurance solutions to help clients manage risks and protect their financial well-being, including life, health, and long-term care insurance.

Location and Access

The office is situated in the heart of Midland, offering easy access from major roads. It is conveniently located near the intersection of Swede Ave and Eastman Ave, with nearby landmarks including the Dow Gardens and the Alden B. Dow Home & Studio.

For those commuting via public transportation, the office is accessible from the Midland Bus Service, with the nearest stop being the Swede Ave & Eastman Ave stop, approximately a 5-minute walk away.

Parking is available on-site, with designated accessible parking spaces for clients with disabilities. The office is also wheelchair-accessible, featuring an accessible entrance, restrooms, and elevator.

Featured Characteristics

• Client-Centric Approach: Meredith prioritizes building strong, long-lasting relationships with her clients. She takes the time to understand each client's unique financial situation, goals, and concerns before developing a personalized strategy.
• Comprehensive Financial Planning: She offers holistic financial planning, addressing clients' immediate needs while also focusing on long-term objectives, such as retirement and estate planning.
• Community Involvement: Meredith is actively engaged in the Midland community, participating in local events, volunteering, and supporting various charitable organizations.
• Continuing Education: As a CERTIFIED FINANCIAL PLANNER™ professional, Meredith is committed to ongoing education and staying up-to-date with the latest financial trends, tools, and best practices.

Practical Information

• Address: 4817 Swede Ave, Midland, MI 48642, United States
• Phone: 9894868335
• Website: edwardjones.com
• Office Hours: Monday - Friday, 8:00 AM - 5:00 PM (ET). Meredith also offers evening and weekend appointments by request.
• Appointments: Recommended. Schedule a consultation by phone or through the Edward Jones website.

Positive Aspects from Client Reviews

Meredith's clients consistently praise her professionalism, expertise, and dedication to their financial well-being. Some of the positive aspects mentioned in client reviews include:

• Honesty and Integrity: Clients appreciate Meredith's transparent and honest approach to financial planning, always putting their best interests first.
• Knowledge and Expertise: Her clients recognize her deep understanding of financial markets, investment strategies, and retirement planning, demonstrating her commitment to staying informed and informed.
• Personalized Service: Meredith takes the time to understand each client's unique situation and goals, tailoring her advice and strategies to meet their specific needs.
• Responsiveness and Communication: Clients praise her prompt and clear communication, ensuring they are always informed and involved in the decision-making process.
• Long-term Relationships: Many clients have been working with Meredith for several years, a testament to her ability to build and maintain strong, lasting relationships.

With an average rating of 5/5 stars from 6 Google reviews, Meredith K. LeBaron, CFP® has established herself as a trusted and valued financial advisor in the Midland community. Her commitment to personalized service, comprehensive financial planning, and community involvement sets her apart and earns her the respect and admiration of her clients.

👍 Reviews of Edward Jones - Financial Advisor: Meredith K LeBaron, CFP®

Cody L.

5/5

Meredith has been my financial advisor for 5 years. I cant recommend her enough. She is honest, extremely knowledgeable, and always puts her client first. She does whats best for her clients EVERY time!

I dont think there are many financial advisors in this world as honest as Meredith. She will treat you like family and always give you the truth.

Dr K. D.

5/5

Meredith is an exceptional advisor - listening and discussing in a tranquil and at-ease setting. She takes into consideration first and foremost her client’s individual circumstances and needs and then delivers. Her primary concern are your personal needs. Meredith and her assistant Judith are terrific. On more than one occasion I have had to make an urgent request and Meredith and her office staff go above and beyond in exceeding expectations. We could not be happier!

Pete L.

5/5

Best FA ever. Everybody else sucks compared to her

Stephen M.

5/5

K H.

5/5

Jessica F.

5/5

Cody L.

5/5

Meredith has been my financial advisor for 5 years. I cant recommend her enough. She is honest, extremely knowledgeable, and always puts her client first. She does whats best for her clients EVERY time!

I dont think there are many financial advisors in this world as honest as Meredith. She will treat you like family and always give you the truth.

Dr K. D.

5/5

Meredith is an exceptional advisor - listening and discussing in a tranquil and at-ease setting. She takes into consideration first and foremost her client’s individual circumstances and needs and then delivers. Her primary concern are your personal needs. Meredith and her assistant Judith are terrific. On more than one occasion I have had to make an urgent request and Meredith and her office staff go above and beyond in exceeding expectations. We could not be happier!

Pete L.

5/5

Best FA ever. Everybody else sucks compared to her

Stephen M.

5/5

K H.

5/5

Jessica F.

5/5

Cody L.

5/5

Meredith has been my financial advisor for 5 years. I cant recommend her enough. She is honest, extremely knowledgeable, and always puts her client first. She does whats best for her clients EVERY time!

I dont think there are many financial advisors in this world as honest as Meredith. She will treat you like family and always give you the truth.