Edward Jones - Financial Advisor: Keegan D Ziemer, CEPA® - Stevens Point, Wisconsin

Edward Jones - Keegan D Ziemer, CEPA®: A Trusted Financial Advisor

For individuals and families seeking comprehensive and personalized financial guidance, Edward Jones – Keegan D Ziemer, CEPA® stands as a reliable and established resource. Located at 136 McDill Ave, Stevens Point, WI 54481, Mr. Ziemer provides a dedicated service focused on building long-term relationships and achieving clients’ financial goals. His commitment extends beyond simply managing investments; it’s about understanding a client’s unique circumstances, aspirations, and risk tolerance to develop a tailored strategy for their future.

About Keegan D Ziemer, CEPA®

Keegan D Ziemer, CEPA® (Certified Estate Planning Advisor®), brings a wealth of experience and expertise to Edward Jones. He specializes in offering a broad spectrum of financial consultant, finance broker, and investment service solutions. His designation, CEPA®, signifies a deep understanding of estate planning principles, allowing him to proactively address clients’ concerns regarding legacy planning, wealth transfer, and ensuring financial security for generations to come. Mr. Ziemer’s approach is rooted in a philosophy of transparency and education, ensuring clients are fully informed and comfortable with every aspect of their financial plan.

Services Offered

• Investment Management: Mr. Ziemer helps clients build diversified portfolios aligned with their investment objectives and risk profiles. This includes a wide range of investment options, such as stocks, bonds, mutual funds, and exchange-traded funds (ETFs).
• Retirement Planning: He assists clients in developing strategies to achieve a secure and comfortable retirement, considering factors like savings, Social Security, and potential income sources.
• Estate Planning: Recognizing the importance of planning for the future, Mr. Ziemer offers guidance on estate planning tools, including wills, trusts, and beneficiary designations.
• Education Savings Plans: He supports clients in saving for their children’s education through plans like 529s.
• Insurance Planning: Mr. Ziemer helps clients assess and manage their insurance needs, including life, disability, and long-term care insurance.

Location and Accessibility

The Stevens Point office is conveniently situated at 136 McDill Ave, Stevens Point, WI 54481. It’s designed to be a welcoming and comfortable environment for clients. Specifically, the office offers wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom, demonstrating a commitment to inclusivity and accessibility. Clients are encouraged to appointments recommended for a more focused and productive meeting. The office also provides a standard restroom for client convenience.

Client Feedback & Reputation

Edward Jones – Keegan D Ziemer, CEPA® consistently receives positive feedback from clients, as evidenced by a 5/5 average opinion on Google My Business. This reflects a strong emphasis on client care and communication. Clients frequently highlight the firm’s dedication to listening attentively to their individual needs and developing solutions that align with those needs. Many appreciate the personalized attention and the feeling of being truly understood. The firm’s responsiveness and proactive communication are frequently mentioned as key strengths. It’s clear that Mr. Ziemer and his team prioritize building strong, trusting relationships with their clients. The dedication to understanding a client’s goals and crafting a plan to achieve them is a consistent theme in the positive reviews.

Contact Information

To schedule an appointment or learn more about the services offered, please contact Mr. Ziemer directly:

Phone: 153412094

Website: edwardjones.com

Edward Jones is committed to providing unbiased financial advice and acting solely in the best interests of its clients. Keegan D Ziemer’s dedication to client service and his expertise in various financial areas make him an excellent choice for individuals seeking professional guidance in navigating their financial journey. The firm’s core values center around trust, integrity, and a client-first approach, creating a foundation for long-lasting partnerships.

👍 Reviews of Edward Jones - Financial Advisor: Keegan D Ziemer, CEPA®

Tara C.

5/5

This firm is exceptional-great client care and incredible communication. They really listen to your needs and work to meet those needs as best as they can. Would recommend to anyone looking to stabilize/grow financially. 10 out of 10! 👍🏼