Edward Jones - Financial Advisor: Robert Caudle III, AAMS™ - Roanoke Rapids, North Carolina

Edward Jones – Robert Caudle III, AAMS™: A Dedicated Financial Advisor

For individuals and families seeking comprehensive and personalized financial guidance, Edward Jones – Robert Caudle III, AAMS™ offers a trusted and established approach to wealth management. Located at 195 Old Farm Rd, Roanoke Rapids, NC 27870, Mr. Caudle III is a seasoned financial advisor dedicated to helping clients achieve their long-term financial goals. He operates under the renowned Edward Jones framework, prioritizing a client-centric philosophy built on trust, integrity, and a deep understanding of individual needs.

Phone: 2525371728

Website: edwardjones.com

Specialties: Financial consultant, Finance broker, Investment service, Stock broker.

Understanding Robert Caudle III and Edward Jones

Edward Jones is not a typical brokerage firm. It’s a unique financial services firm that distinguishes itself through its commitment to long-term relationships and personalized service. Advisors like Robert Caudle III don't actively solicit clients; instead, they build relationships organically with those who reach out seeking financial advice. This approach fosters a collaborative environment where clients feel comfortable discussing their financial concerns and goals openly. Mr. Caudle III’s role is to act as a trusted advisor, guiding clients through the complexities of investing and financial planning.

Mr. Caudle III’s credentials, including his designation as an AAMS™ (Accredited Asset Management Specialist), signify a high level of expertise and commitment to professional standards. This accreditation demonstrates his knowledge in areas such as investment management, retirement planning, and estate planning.

Services Offered

The services provided by Robert Caudle III and Edward Jones extend far beyond simply buying and selling stocks. Here's a breakdown of the key areas of focus:

• Investment Management: Mr. Caudle III helps clients develop customized investment portfolios aligned with their risk tolerance, time horizon, and financial objectives. He considers a diversified approach, utilizing a range of investment products including stocks, bonds, mutual funds, and ETFs.
• Retirement Planning: Planning for a comfortable retirement is a crucial aspect of financial wellbeing. Mr. Caudle III assists clients in estimating their retirement needs, developing savings strategies, and selecting appropriate retirement accounts.
• Education Planning: Saving for a child’s education can be a significant financial undertaking. He helps families establish education savings plans and explore various options like 529 plans.
• Estate Planning: Ensuring assets are distributed according to a client’s wishes is a vital part of estate planning. Mr. Caudle III works with clients to develop estate plans that address wills, trusts, and other legal documents.
• Insurance Planning: Protecting assets and loved ones with appropriate insurance coverage is essential. He assesses insurance needs and recommends suitable policies.

Accessibility and Facilities

Edward Jones prioritizes client accessibility. The Roanoke Rapids office is equipped to cater to clients with specific needs. Other points of interest:

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointment required
• Appointments recommended

The firm understands that convenient access is important, and these features demonstrate their commitment to inclusivity and customer service. Clients can schedule appointments with Mr. Caudle III to discuss their financial situations and receive personalized advice.

Client Feedback and Reputation

The company consistently receives positive feedback, evidenced by a Average opinion: 5/5 rating on Google My Business. This reflects a strong commitment to client satisfaction and a dedication to providing exceptional service. Clients consistently praise the advisor’s patience, attentiveness, and ability to explain complex financial concepts in a clear and understandable manner. Many emphasize the value of the long-term relationship and the feeling of being truly understood.

It’s clear that Mr. Caudle III and Edward Jones foster an environment where clients feel confident in their financial decisions. The emphasis on building trust and providing ongoing support sets them apart from other financial institutions. The firm’s dedication to accessibility further enhances the client experience.

Contacting Robert Caudle III

To schedule an appointment or to learn more about the services offered, individuals are encouraged to contact Mr. Caudle III directly at 2525371728 or visit the Edward Jones website at edwardjones.com. Potential clients are welcome to visit the office at 195 Old Farm Rd, Roanoke Rapids, NC 27870 to discuss their financial goals and explore how Edward Jones can assist them.

👍 Reviews of Edward Jones - Financial Advisor: Robert Caudle III, AAMS™

Jan M.

5/5

I could not be more pleased with the handling of my investments and the excellent guidance and patients in discussing options.