Edward Jones - Financial Advisor: Chris Taylor, CEPA®|AAMS® - Birmingham, Alabama

Edward Jones – Financial Advisor: Chris Taylor, CEPA®|AAMS®

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For individuals and families seeking comprehensive and personalized financial guidance, Chris Taylor at Edward Jones is a highly recommended resource. Located at 5180 Caldwell Mill Rd Suite 207, Birmingham, AL 35244, United States, Mr. Taylor offers a wealth of expertise in navigating the complexities of personal and investment finance. With a commitment to building long-term relationships, he provides tailored solutions designed to meet each client’s unique circumstances and goals. His services encompass a broad spectrum of financial needs, making him a valuable partner in achieving financial security.

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About Chris Taylor

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Chris Taylor holds the prestigious designations of Certified Estate Planning Advisor® (CEPA®) and Accredited Asset Management Specialist® (AAMS®), demonstrating his advanced knowledge and dedication to professional standards. These credentials signify his mastery of estate planning principles, investment management strategies, and client service. He specializes in providing financial consultation, acting as a finance broker, offering comprehensive investment services, and facilitating transactions as a stock broker. Mr. Taylor’s approach is centered on understanding his clients’ values, risk tolerance, and financial objectives. He diligently works to develop a roadmap for achieving their aspirations, whether it pertains to retirement planning, education funding, wealth preservation, or estate distribution.

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Key Services Offered

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• Retirement Planning: Chris assists clients in developing strategies to ensure a comfortable and secure retirement. This includes analyzing current savings, projecting future needs, and recommending suitable investment vehicles.

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• Investment Management: He crafts diversified investment portfolios based on individual risk profiles and financial goals. Regular portfolio reviews and adjustments are conducted to maintain optimal performance.

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• Estate Planning: Utilizing his CEPA® designation, Mr. Taylor helps clients create comprehensive estate plans that minimize taxes, protect assets, and ensure their wishes are honored.

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• Education Funding: He provides guidance on saving for college or other educational expenses, exploring options like 529 plans and other tax-advantaged accounts.

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• Insurance Planning: Chris evaluates insurance needs to protect clients and their families from unforeseen events.

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Location and Accessibility

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The office is conveniently situated at 5180 Caldwell Mill Rd Suite 207, Birmingham, AL 35244, United States. Clients can easily reach Mr. Taylor by phone at 2054087620. To ensure a comfortable experience, the office provides wheelchair-accessible car park and a wheelchair-accessible toilet. Appointments are highly recommended to allow for dedicated time and personalized attention. The facility also offers standard amenities such as a toilet.

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Client Feedback and Reputation

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Clients consistently praise Chris Taylor’s dedication, knowledge, and trustworthiness. Currently, the company has 1 reviews on Google My Business, with an average opinion of 4/5. This positive feedback reflects his commitment to client satisfaction and his ability to build strong, lasting relationships. His clients appreciate his proactive communication, clear explanations, and genuine concern for their financial well-being. He takes a holistic approach, considering not just the numbers, but also the emotional aspects of financial decision-making.

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Contact Information

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• Website: edwardjones.com

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• Phone: 2054087620

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• Address: 5180 Caldwell Mill Rd Suite 207, Birmingham, AL 35244, United States

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In conclusion, Chris Taylor at Edward Jones offers a professional and accessible financial advisor experience. His expertise, combined with a client-centric approach and commitment to accessibility, makes him an excellent choice for individuals and families seeking sound financial planning assistance.

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"summary": "Chris Taylor at Edward Jones provides personalized financial advice and investment services, catering to individual needs with expertise in retirement, estate, and investment planning, backed by a strong client reputation.",
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