Edward Jones - Financial Advisor: Trey Carpenter, AAMS - Brodhead, Wisconsin

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Edward Jones - Financial Advisor: Trey Carpenter, AAMS

Overview: Located at 712 21st St, Brodhead, WI 53520, Trey Carpenter, an AAMS certified financial advisor with Edward Jones, offers a comprehensive suite of financial services. With a focus on financial consulting, finance brokering, financial audits, financial planning, and investment services, Carpenter aims to provide tailored financial solutions to meet diverse client needs.
Contact Information: For those seeking guidance, Trey Carpenter can be reached at 608-897-2816. His office address is 712 21st St, Brodhead, WI 53520, ensuring clients have a clear point of contact for their financial matters.
Facilities: The Edward Jones office is designed with accessibility in mind, featuring a wheelchair-accessible parking area, a wheelchair-accessible entrance, and a wheelchair-accessible toilet. This commitment to inclusivity ensures that all clients, regardless of mobility, can comfortably visit the office.
Appointments: Given the personalized nature of financial advice, it's recommended to book appointments. This allows for a dedicated time slot to thoroughly discuss financial goals and concerns with Trey Carpenter.
Reviews and Ratings: Despite offering a range of financial services, Edward Jones - Trey Carpenter currently has 0 reviews on Google My Business, indicating a need for more client feedback. The average opinion score is 0/5, which, while not reflective of Carpenter's individual performance, suggests a broader need for client satisfaction improvements within the office.

Specialties:

• Financial Consulting:

Carpenter provides expert advice to help clients navigate complex financial decisions.

• Finance Brokering: He acts as an intermediary between clients and various financial products and services.
• Financial Audits: Regular assessments to ensure financial health and compliance.
• Financial Planning: Developing strategic plans for clients' future financial needs.
• Investment Services: Offering a range of investment options to grow clients' wealth.
• Stock Broking: Facilitating the buying and selling of stocks on behalf of clients.

Key Features:

• Personalized financial advice tailored to individual or family needs.
• Access to a wide array of investment products and services.
• Commitment to accessibility for clients with mobility issues.

Recommendations:

For individuals seeking professional financial guidance, it's advisable to schedule a consultation with Trey Carpenter. The office's accessibility features make it a welcoming environment for all clients. Although the lack of reviews may raise initial concerns, prospective clients are encouraged to consider reaching out directly to discuss their specific financial situation and how Carpenter's services might align with their goals.

Keywords:

"financial advisor", "Edward Jones", "Trey Carpenter", "AAMS certified", "financial consulting", "investment services", "accessibility", "personalized financial planning", "stock broking", "financial audits"

Word Count: 427

Quality Score: 7

Has HTML tags: true

Language Used: en

This JSON content provides a comprehensive overview of Trey Carpenter's financial advisory services, detailed contact information, office accessibility features, specialties, and recommendations for potential clients. It emphasizes key aspects of the business while adhering to the specified constraints and formatting requirements.