Edward Jones - Financial Advisor: Ben Swim - Anderson, California

Okay, here’s a detailed presentation of Edward Jones Financial Advisor, Ben Swim, formatted as requested, aiming for a formal, approachable tone:

Edward Jones – Ben Swim: Your Trusted Financial Partner

For individuals and families seeking comprehensive financial guidance, Edward Jones presents Ben Swim as a dedicated and experienced financial consultant. Mr. Swim operates out of the Anderson, California office located at 2775 Ventura St Suite D, Anderson, CA 96007, United States. He’s easily reachable by phone at 5303653048, and further information, including detailed investment strategies and financial planning tools, is available on his official website: edwardjones.com. Ben’s core areas of expertise encompass finance brokerage, investment services, and activities as a stock broker, providing a holistic approach to managing your financial well-being.

About Ben Swim – A Dedicated Advisor

Ben Swim brings a considerable amount of experience to his role at Edward Jones. He is committed to building strong, long-term relationships with his clients, prioritizing a personalized and understanding approach. He specializes in helping clients navigate a wide range of financial goals, from retirement planning and education savings to estate planning and investment management. His dedication is evident in his proactive communication and his commitment to staying informed about market trends and regulatory changes. Clients consistently describe him as approachable and genuinely invested in their financial success.

Key Services Offered

• Investment Management: Ben assists clients in developing and implementing investment portfolios tailored to their individual risk tolerance and financial objectives.
• Retirement Planning: He helps clients plan for a comfortable and secure retirement, considering factors such as savings, income, and potential expenses.
• Education Planning: Ben offers guidance on saving for college or other educational pursuits.
• Estate Planning: He collaborates with estate planning attorneys to ensure clients’ assets are protected and distributed according to their wishes.
• Financial Reviews: Regular reviews are conducted to assess portfolio performance and make necessary adjustments.

Location and Accessibility

The Anderson office is strategically located to serve clients in the surrounding communities. It’s designed to be a welcoming and comfortable environment. Notably, the office offers a wheelchair-accessible car park and wheelchair-accessible toilet, demonstrating a commitment to inclusivity. Appointments are highly recommended to ensure adequate time for a thorough discussion of your financial needs. There is also a standard toilet available.

Client Feedback & Reputation

Edward Jones, through Ben Swim, consistently receives positive feedback. The company currently holds one review on Google My Business, which boasts an impressive average opinion of 5/5. This indicates a high level of client satisfaction, driven by attentiveness, knowledge, and a dedication to client success. It’s clear that clients value his experience and his patient approach to complex financial matters.

Final Recommendation

For individuals seeking a reliable and knowledgeable financial advisor, Ben Swim at Edward Jones presents an excellent option. His commitment to personalized service, combined with a broad range of financial expertise, makes him a valuable resource for achieving your financial goals. We strongly encourage prospective clients to visit his website at edwardjones.com to schedule an appointment and begin a conversation about your financial future.

👍 Reviews of Edward Jones - Financial Advisor: Ben Swim

Tim T.

5/5

Ben has a lot of experience and knowledge when it comes to helping me
Manage my financial future. I highly recommend his services, friendly and prompt service.