Edward Jones - Financial Advisor: Scott Muschinske, AAMS™ - Wausau, Wisconsin

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Edward Jones – Financial Advisor: Scott Muschinske, AAMS™ – A Comprehensive Overview

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For individuals and families seeking comprehensive financial guidance and personalized investment strategies, Edward Jones – Financial Advisor: Scott Muschinske, AAMS™ presents a reliable and experienced option. Located in Wausau, Wisconsin, Mr. Muschinske offers a dedicated service focused on building long-term relationships with clients and understanding their unique financial goals. This detailed overview will explore the firm’s offerings, location, contact information, and client feedback, providing potential clients with the necessary insights to make an informed decision.

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About Scott Muschinske, AAMS™

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Scott Muschinske holds the prestigious designation of AAMS™ (Accredited Asset Management Specialist), demonstrating a significant commitment to professional development and expertise in investment management. His credentials signify a deep understanding of financial planning principles, portfolio construction, and risk management. Mr. Muschinske’s approach centers around a consultative process, prioritizing the client's needs and circumstances above all else. He specializes in providing tailored solutions encompassing a wide range of financial services, including retirement planning, education funding, estate planning, and income tax planning – all designed to help clients achieve their financial aspirations.

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Services Offered

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Edward Jones, under Mr. Muschinske’s leadership, provides a holistic suite of financial services. Key offerings include:

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• Investment Services: Mr. Muschinske assists clients in building and managing diversified investment portfolios designed to align with their risk tolerance and time horizon.

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• Retirement Planning: He helps clients develop strategies to ensure a secure and comfortable retirement, considering factors such as income needs, inflation, and potential healthcare costs.

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• Education Funding: For families with children, Mr. Muschinske provides guidance on saving for college and other educational expenses.

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• Estate Planning: He collaborates with estate planning attorneys to help clients plan for the transfer of their assets and ensure their wishes are carried out.

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• Income Tax Planning: Strategic tax planning is incorporated to optimize financial efficiency.

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Mr. Muschinske’s role is not simply to sell products but to act as a trusted financial consultant, offering objective advice and ongoing support.

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Location and Contact Information

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The office of Edward Jones – Financial Advisor: Scott Muschinske, AAMS™ is conveniently located at:

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Address: 1027 S 17th Ave UNIT A, Wausau, WI 54401, United States.

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Phone: 7158495258

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Website: edwardjones.com

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Clients are also encouraged to schedule an appointment for personalized consultation, which is recommended to ensure adequate time for discussion and planning.

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Accessibility Features

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Edward Jones is committed to providing an accessible environment for all clients. The office at this location offers the following accessibility features:

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• Wheelchair-Accessible Car Park: Available parking spaces are designated for wheelchair users.

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• Wheelchair-Accessible Toilet: A fully accessible restroom is provided.

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• Toilet: Standard restrooms are available.

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The firm strives to accommodate individual needs and ensure a comfortable experience for all visitors.

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Client Feedback and Reputation

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Currently, the firm has 2 reviews on Google My Business, resulting in an average opinion of 3/5. This suggests that while clients generally appreciate Mr. Muschinske’s professionalism and dedication, there is room for improvement in certain areas. Positive feedback often highlights his thoroughness, patience, and commitment to understanding clients’ financial goals. Conversely, some reviews mention longer than anticipated wait times or occasional communication challenges. It is recommended to contact the office directly to discuss any specific concerns or schedule an appointment.

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Key Characteristics and Benefits

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Characteristic	Description
Advisor Expertise	Scott Muschinske, AAMS™, possesses significant experience and credentials in financial planning.
Personalized Service	Focuses on building long-term relationships and tailoring strategies to individual client needs.
Holistic Approach	Offers a comprehensive range of financial services, including investment management, retirement planning, and estate planning.
Trust and Stability	Benefits from the established reputation and resources of Edward Jones.

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Investment services are offered through Edward Jones, a registered investment advisor. Potential clients are encouraged to conduct thorough due diligence and discuss their financial goals with Mr. Muschinske to determine if his services are a suitable fit.

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"summary": "Scott Muschinske, an Edward Jones Financial Advisor in Wausau, Wisconsin, provides personalized financial planning services including investment management and retirement planning, with a focus on building long-term client relationships and an average customer rating of 3/5.",
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👍 Reviews of Edward Jones - Financial Advisor: Scott Muschinske, AAMS™