Edward Jones - Financial Advisor: Casey Flom - Scotts Valley, California

Introduction to Casey Flom, Edward Jones Financial Advisor

For individuals and families seeking comprehensive financial planning and investment guidance, Casey Flom at Edward Jones represents a reliable and experienced resource. Located in Scotts Valley, California, Casey provides personalized services tailored to meet each client’s unique needs and goals. This detailed overview will explore Casey’s background, specialties, location details, and the services he offers, providing potential clients with a thorough understanding of what to expect when working with him.

Casey Flom's Credentials and Expertise

Casey Flom is a dedicated financial consultant and investment service professional with a strong commitment to building long-term relationships with his clients. His role at Edward Jones is centered around understanding a client’s current financial situation, identifying their objectives – whether it’s retirement planning, education savings, or estate planning – and developing a customized strategy to achieve those goals. He brings a wealth of knowledge to the table, leveraging Edward Jones’ extensive resources and research capabilities to provide informed recommendations. Casey’s expertise extends across a broad spectrum of financial topics, ensuring he can address a wide range of client inquiries and complexities.

Specialties Offered by Casey Flom

Casey’s professional expertise encompasses several key areas within the financial industry. Specifically, he specializes in:

• Financial Consulting: Casey provides holistic financial advice, encompassing budgeting, debt management, and overall financial wellness.
• Finance Brokerage: He facilitates the buying and selling of various investment products, including stocks, bonds, and mutual funds.
• Investment Services: Casey designs and implements investment portfolios tailored to individual risk tolerance and financial horizons.
• Stock Brokerage: He offers access to the stock market and provides guidance on selecting suitable stocks for investment.
• Retirement Planning: Casey assists clients in developing strategies to secure a comfortable retirement, considering factors like Social Security, pensions, and investment growth.
• Education Savings Plans: He helps families establish and manage accounts like 529 plans to save for their children’s future education expenses.

Location and Accessibility

Casey Flom's office is conveniently situated at 221 Mt Hermon Rd Suite F, Scotts Valley, CA 95066, United States. This location provides easy access for clients in the Scotts Valley area and surrounding communities. Edward Jones prioritizes client convenience, and Casey’s office is designed to be welcoming and accessible. The office features:

• Wheelchair-Accessible Car Park: Ensuring individuals with mobility challenges can easily access the building.
• Wheelchair-Accessible Entrance: Providing a smooth and unobstructed entry into the office.
• Toilet Facilities: Accessible restrooms are available for all clients.

Client Feedback and Reviews

Currently, Edward Jones – Casey Flom has 0 reviews on Google My Business. While this reflects a lack of publicly available reviews at this time, it does not necessarily indicate a lack of client satisfaction. Edward Jones’ reputation is built on a foundation of trust and long-term relationships, often fostered through personal interactions rather than online reviews. Casey prioritizes building strong relationships with his clients based on open communication and a genuine understanding of their needs.

Scheduling an Appointment

Given the personalized nature of Casey’s services, appointments are recommended. To schedule a meeting, please contact him directly at Phone: 8312572092. During the initial consultation, Casey will take the time to understand your financial situation, objectives, and concerns. He believes in a collaborative approach, working closely with his clients to develop a plan that aligns with their individual circumstances. You can also learn more about Casey and his services on the Edward Jones website: edwardjones.com

Overall Impression and Recommendation

While a lack of recent reviews presents a slight challenge, Casey Flom’s dedication to providing personalized financial advice and his commitment to client service, combined with the resources of Edward Jones, make him a potentially valuable resource for individuals seeking comprehensive financial planning solutions. His accessible office and proactive scheduling process further enhance the client experience. Potential clients are encouraged to contact him directly to discuss their individual needs and explore how he can assist them in achieving their financial goals. He represents a professional and approachable option for those navigating the complexities of investing and wealth management.