Edward Jones - Financial Advisor: Paul A Dau, CFP® - Wausau, Wisconsin

Edward Jones - Financial Advisor: Paul A Dau, CFP®

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For individuals and families seeking financial guidance and long-term wealth management, Edward Jones – Financial Advisor: Paul A Dau, CFP® offers a comprehensive suite of services delivered with a personalized approach. Located at 214 Grand Ave, Wausau, WI 54403, United States, Mr. Dau and his team are dedicated to helping clients achieve their financial goals by providing objective advice and tailored solutions. The firm’s commitment to building lasting relationships is evident in their focus on understanding each client’s unique circumstances and aspirations.

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About Paul A Dau, CFP®

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Paul A Dau, CFP®, is a seasoned financial consultant with a deep understanding of the complexities of personal finance. He holds the Certified Financial Planner® designation, a testament to his expertise and adherence to rigorous ethical standards. This accreditation signifies that Mr. Dau has met specific education, examination, experience, and ethical requirements, demonstrating his commitment to providing sound financial advice. He specializes in helping clients navigate various stages of life, from retirement planning and education savings to estate planning and investment management. His approach is rooted in a collaborative process – he works closely with clients to develop a financial plan that aligns with their values and objectives.

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Specialties and Services

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• Investment Services: Mr. Dau offers a wide range of investment options, including stocks, bonds, mutual funds, and ETFs, carefully selected to meet individual risk tolerance and return objectives.

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• Financial Planning: He assists clients in developing a holistic financial plan that addresses all aspects of their financial life, encompassing budgeting, debt management, insurance needs, and tax planning.

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• Retirement Planning: A significant focus is on helping clients plan for a comfortable and secure retirement, considering factors such as Social Security, pensions, and investment strategies.

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• Education Planning: Mr. Dau provides guidance on saving for college and other educational expenses, exploring options like 529 plans and other tax-advantaged savings vehicles.

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• Estate Planning: He collaborates with estate planning attorneys to help clients ensure their assets are distributed according to their wishes and to minimize potential estate taxes.

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Location and Accessibility

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The Edward Jones office in Wausau is conveniently located at 214 Grand Ave, WI 54403. The firm prioritizes client accessibility and offers several features to enhance the client experience:

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• Wheelchair-Accessible Car Park: Clients with mobility challenges will find ample parking available.

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• Wheelchair-Accessible Entrance: The entrance to the office is fully accessible, ensuring easy access for all visitors.

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• Wheelchair-Accessible Toilet: A readily available and accessible toilet is provided for client comfort.

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• Appointments Recommended: While walk-ins are sometimes accommodated, scheduling an appointment is highly recommended to ensure Mr. Dau can dedicate the necessary time to address client needs thoroughly.

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Client Feedback and Reputation

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Edward Jones – Financial Advisor: Paul A Dau, CFP® consistently receives positive feedback from its clients. Currently, the firm has 1 review on Google My Business, with an average rating of 5/5. This exceptional rating reflects the firm's dedication to client satisfaction, personalized service, and trustworthy advice. Clients consistently praise Mr. Dau’s knowledge, professionalism, and genuine concern for their financial well-being. He takes the time to explain complex financial concepts in a clear and understandable manner, empowering clients to make informed decisions.

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Contact Information

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To schedule an appointment or discuss your financial needs, please contact Paul A Dau, CFP®:

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Phone: 7153010980

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Website: edwardjones.com

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Edward Jones emphasizes a long-term, relationship-based approach to financial planning. They believe in providing consistent, reliable support to their clients throughout their lives. Mr. Dau’s commitment to ethical conduct and client-centric service makes him a valuable resource for individuals and families seeking financial security.

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"summary": "Edward Jones – Financial Advisor: Paul A Dau, CFP® provides personalized financial consultation and investment services in Wausau, WI, prioritizing client relationships and long-term financial well-being with a 5/5 average review score.",
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