Edward Jones - Financial Advisor: Michael C Caley, CFP®|ChFC®|AAMS™ - Fort Wayne, Indiana

Edward Jones - Michael C. Caley, CFP®|ChFC®|AAMS™: Comprehensive Financial Advisory Services in Fort Wayne, Indiana

Located in the heart of Fort Wayne, Indiana, Edward Jones - Michael C. Caley, CFP®|ChFC®|AAMS™ offers a full menu of financial services tailored to meet the unique needs of individual investors. With a commitment to personalized service and a focus on long-term investing, Michael Caley and his team provide a refreshing approach to financial planning.

Main Services

• Financial Advisory Services: Michael Caley, a CERTIFIED FINANCIAL PLANNER™ professional, offers comprehensive financial planning to help clients achieve their financial goals. Services include retirement planning, wealth protection, estate planning, and more.
• Investment Services: Edward Jones provides a wide range of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). Michael Caley and his team work closely with clients to develop an investment strategy that aligns with their risk tolerance and long-term objectives.
• Retirement Planning: With a focus on helping clients achieve a comfortable retirement, Michael Caley provides guidance on retirement savings strategies, pension options, and Social Security benefits.
• Estate Planning: Edward Jones offers estate planning services to help clients preserve their wealth and ensure a smooth transfer to their beneficiaries. Services include will preparation, trust services, and estate settlement assistance.
• Insurance Services: Michael Caley and his team provide insurance solutions to help protect clients' assets and manage risks. They offer life insurance, disability income insurance, and long-term care insurance.

Location and Access

Address: 7525 W Jefferson Blvd, Fort Wayne, IN 46804, United States

Edward Jones - Michael C. Caley is conveniently located in the West Jefferson neighborhood of Fort Wayne, Indiana. The office is easily accessible from major thoroughfares, including I-69 and US-30. The surrounding area offers a variety of amenities, including restaurants, shopping centers, and parks. The office has ample parking space, including a wheelchair-accessible car park.

Featured Characteristics

• Personalized Service: Michael Caley and his team take the time to understand each client's unique financial situation and goals. They then develop a customized plan to help clients achieve their objectives.
• Long-Term Focus: Edward Jones emphasizes long-term investing and helps clients maintain a disciplined approach to their financial plans, even during market volatility.
• Comprehensive Approach: The firm offers a wide range of services, allowing clients to address all their financial needs under one roof.
• Experienced Team: Michael Caley holds multiple professional designations, including the CERTIFIED FINANCIAL PLANNER™ certification, Chartered Financial Consultant (ChFC®) designation, and Accredited Asset Management Specialist (AAMS™) credential. He and his team have the expertise to navigate complex financial situations.

Practical Information

• Phone: 260-432-0304
• Website: edwardjones.com
• Hours: Monday - Friday, 8:00 AM - 4:30 PM (EST)
• Wheelchair Accessibility: The office and restrooms are wheelchair-accessible.
• Appointments: Recommended for initial consultations and periodic check-ins.

Positive Aspects from Reviews

Although Edward Jones - Michael C. Caley does not have any reviews on Google My Business, the broader Edward Jones firm maintains a strong reputation. Client testimonials on the Edward Jones website highlight several positive aspects of working with the firm:

• Expertise: Clients appreciate the team's knowledge and experience in financial planning and investing.
• Personalized Service: Many clients mention the personalized attention they receive and the customized plans tailored to their unique needs.
• Trust and Confidence: Working with a trusted financial advisor helps clients feel more confident in their financial decisions and long-term goals.
• Long-Term Relationships: Edward Jones prioritizes building long-term relationships with clients, providing ongoing support and guidance as their financial needs evolve.

While there are no reviews for this specific office, the positive aspects highlighted by clients of Edward Jones more broadly give an indication of the quality of service clients can expect from Michael Caley and his team.

In conclusion, Edward Jones - Michael C. Caley, CFP®|ChFC®|AAMS™ offers comprehensive financial advisory services, tailored to the unique needs of individual investors in the Fort Wayne, Indiana area. With a commitment to personalized service, a long-term focus, and a wide range of services, the firm helps clients navigate complex financial situations and achieve their financial goals.