Edward Jones - Financial Advisor: Neil A Allerton, CFP®|AAMS™|CRPC™ - Winston-Salem, North Carolina

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"content": "

Edward Jones Financial Advisor: Neil A Allerton, CFP®|AAMS™|CRPC™

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Edward Jones is a reputable financial services firm that offers comprehensive financial planning and investment advice to individuals seeking professional guidance. Among its network of advisors, Neil A Allerton stands out as a dedicated Financial Advisor with extensive credentials and experience. Allerton, holding certifications such as CFP® (Certified Financial Planner), AAMS™ (Accredited Asset Management Specialist), and CRPC™ (Chartered Retirement Planning Counselor), brings a high level of expertise to his role. His services are tailored to help clients achieve their long-term financial goals, whether through retirement planning, wealth management, or investment strategies. This advisor is known for his personalized approach, ensuring that each client receives customized solutions based on their unique circumstances and objectives.

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Location and Contact Information

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Neil A Allerton operates his practice from a strategic location in Winston-Salem, North Carolina. The office address is 5377 Robinhood Village Dr #04, Winston-Salem, NC 27106, making it easily accessible for local clients. For those seeking to reach out, the contact number is 69229101, which can be dialed directly via the provided phone link. Additionally, clients can explore more details or schedule an appointment by visiting the official Edward Jones website at edwardjones.com. This digital resource offers insights into Allerton's background, his areas of specialization, and how to connect with him for potential financial consultations.

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Contact Recommendations

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While the phone and website provide straightforward access, it is advisable to call ahead or book an appointment online to ensure a smooth interaction. Edward Jones emphasizes the importance of dedicated time for financial discussions, which can lead to more productive outcomes. Clients are encouraged to prepare questions in advance, focusing on topics such as investment options, retirement income strategies, or risk management. The firm's website also includes a wealth of educational materials, which can help individuals familiarize themselves with financial concepts before their meeting.

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Specialties and Services

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As a Financial Advisor at Edward Jones, Neil A Allerton specializes in several key areas, including financial consulting, finance brokerage, investment services, and stock broking. His expertise in financial consulting enables him to provide holistic advice on budgeting, saving, and investing, helping clients build a secure financial future. Through finance brokerage, Allerton offers access to a wide range of financial products, including stocks, bonds, mutual funds, and insurance options, catering to diverse client needs. Investment services form a core part of his offerings, where he crafts personalized portfolios aligned with clients' risk tolerance and financial goals. Additionally, his stock broking capabilities allow clients to execute trades efficiently, with real-time market data and analysis to support informed decisions.

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Detailed Breakdown of Services

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The following bullet points highlight the key aspects of Neil Allerton's services:

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• Financial Planning: Comprehensive retirement planning, estate planning, and tax-efficient strategies to maximize client wealth.

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• Investment Management: Customized investment solutions, including stock broking for active traders and long-term asset allocation.

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• Brokerage Services: Access to a variety of financial instruments, such as bonds and mutual funds, facilitated through Edward Jones' platform.

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• Educational Resources: Clients receive ongoing support through market updates, financial webinars, and personalized guidance sessions.

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Accessibility and Practical Information

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Edward Jones is committed to ensuring that its services are accessible to all clients. The office at 5377 Robinhood Village Dr #04, Winston-Salem, NC 27106, features a wheelchair accessible parking lot, accommodating clients with mobility challenges. Restrooms are also available on the premises, providing comfort during extended visits. It is recommended that clients schedule appointments in advance, as this allows for dedicated time to discuss complex financial matters thoroughly. Appointments are particularly beneficial for new clients, as they can prepare relevant documents and questions, leading to more effective consultations.

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Why Choose Neil A Allerton

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Neil A Allerton's journey as a Financial Advisor is marked by a strong emphasis on client-centered service. His certifications, including CFP®, AAMS™, and CRPC™, underscore his commitment to ethical practices and professional standards. CFP® certification, for instance, requires passing a rigorous examination and demonstrating expertise in financial planning, while CRPC™ focuses on retirement income strategies. This blend of qualifications enables Allerton to address a broad spectrum of financial needs, from short-term savings goals to long-term wealth accumulation. Clients seeking a reliable advisor can leverage his experience in navigating market fluctuations and economic changes, ensuring their financial plans remain robust over time.

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In an era where financial advisors must adapt to evolving market conditions, Neil A Allerton excels by staying updated with industry trends. He often collaborates with Edward Jones' team to offer integrated services, combining traditional financial advice with modern tools like digital platforms for monitoring investments. For individuals in Winston-Salem or the surrounding areas, this advisor represents a valuable resource for achieving financial stability. The firm's reputation for integrity and client focus further enhances the appeal of working with Allerton.

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Client Reviews and Reputation

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Edward Jones Financial Advisor Neil A Allerton currently maintains a neutral online presence, with 0 reviews on Google My Business. This lack of feedback could stem from a variety of factors, such as a newer practice or limited online engagement. However, the absence of reviews does not diminish the quality of service provided; instead, it underscores the importance of seeking direct information through the official channels. Clients are encouraged to inquire about client testimonials or success stories during their initial consultation to gauge the advisor's effectiveness.

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When evaluating financial advisors, it is crucial to rely on verified credentials and professional affiliations rather than solely on online reviews. Neil Allerton's affiliations with reputable organizations, such as the Financial Planning Association or the National Association of Insurance Commissioners, add credibility to his expertise. The average opinion, rated 0/5, reflects the current state but may change as more clients share their experiences. Prospective clients should focus on the advisor's qualifications, track record, and communication style to make an informed decision.

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Making an Informed Choice

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For anyone considering financial advice, Edward Jones and Neil A Allerton offer a structured and supportive environment. The firm's emphasis on education and accessibility ensures that clients feel empowered throughout their financial journey. Whether you are a novice investor or someone with extensive experience, Allerton's services can be tailored to meet your specific requirements. To initiate contact, dial the provided phone number or explore the website for more details. By doing so, you open the door to personalized financial guidance that can help secure your future and achieve your dreams.

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Edward Jones continues to expand its reach, with a network of advisors like Neil Allerton dedicated to client success. Their approach combines traditional values with innovative strategies, making them a standout choice in the financial advisory sector. As you consider your options, remember that a strong financial foundation is built on informed decisions and reliable partnerships.

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Finally, it is worth noting the importance of due diligence when selecting a financial advisor. Researching Neil Allerton's background, certifications, and client outcomes can provide valuable insights. Edward Jones provides transparent information on their website, allowing clients to make educated choices. By engaging with an advisor who prioritizes your needs, you can navigate the complexities of finance with confidence and clarity.

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"summary": "Edward Jones Financial Advisor Neil Allerton offers expert financial services with certifications, located in Winston-Salem, NC.",
"keywords": ["Edward Jones", "Financial Advisor", "Neil Allerton", "CFP Certification", "Investment Services", "Financial Planning"],
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