Edward Jones - Financial Advisor: Tammy Washalski, AAMS™ - Middletown, New York

Edward Jones - Tammy Washalski: A Dedicated Financial Advisor

For individuals and families seeking comprehensive and personalized financial planning, Edward Jones is pleased to introduce Tammy Washalski, AAMS™. Ms. Washalski operates as a dedicated Financial Advisor at the Middletown, New York branch, offering a wealth of expertise to assist clients in achieving their long-term financial goals. Her commitment lies in building lasting relationships based on trust and understanding, providing tailored solutions designed to meet unique needs.

Location and Contact Information:

The Edward Jones office serving clients in the Middletown area is conveniently located at 13 James P Kelly Way Suite B, Middletown, NY 10940. Clients can easily reach Ms. Washalski by phone at 56924164. To learn more about Tammy Washalski and her services, you can also visit the Edward Jones website at edwardjones.com. The website offers detailed information about her qualifications, experience, and the services she provides.

Specialties and Services Offered:

Tammy Washalski specializes in a broad range of financial consulting services, catering to diverse client needs. Her expertise encompasses:

• Investment Services: Ms. Washalski assists clients in developing and managing investment portfolios designed to align with their risk tolerance and financial objectives. She provides guidance on various investment vehicles, including stocks, bonds, mutual funds, and ETFs.
• Finance Brokerage: She provides services related to brokerage accounts, helping clients execute trades and manage their investments efficiently.
• Financial Consultant: Tammy offers comprehensive financial planning, including retirement planning, education funding, estate planning, and tax planning strategies.
• Stock Broker: As a registered representative, Tammy can facilitate the purchase and sale of stocks and other securities for her clients.

Key Features and Accessibility:

Edward Jones prioritizes client convenience and accessibility. The Middletown office features:

• Wheelchair Accessible Parking Lot: Ensuring ease of access for all clients.
• Wheelchair Accessible Entrance: Providing a barrier-free entry into the office.
• Restroom: A readily available restroom facility for client comfort.
• Appointments Recommended: While walk-ins are sometimes accommodated, scheduling an appointment ensures personalized attention and allows Ms. Washalski to dedicate sufficient time to understanding your specific financial situation and goals.

Client Feedback and Reputation:

Currently, the Edward Jones branch operated by Tammy Washalski has 0 reviews on Google My Business. This indicates a relatively new or recently reviewed operation. However, Edward Jones as a whole has a strong reputation for stability, client-centric service, and a commitment to long-term financial well-being. The absence of immediate reviews does not detract from the firm’s established track record and the professionalism of its advisors.

About Tammy Washalski, AAMS™:

Tammy Washalski holds the Accredited Asset Manager Specialist (AAMS™) designation, demonstrating her advanced knowledge and expertise in investment management. This credential signifies her commitment to ongoing professional development and her ability to provide sophisticated financial advice. She is dedicated to providing objective, unbiased advice, always prioritizing the client’s best interests. Her approach is rooted in building strong relationships and understanding the client's life stage, values, and financial aspirations. Ms. Washalski believes in a collaborative approach to financial planning, working closely with clients to develop strategies that align with their individual circumstances. She is known for her patient, approachable demeanor and her ability to explain complex financial concepts in a clear and understandable manner. Her focus is on empowering clients to make informed decisions about their financial future.

Why Choose Edward Jones and Tammy Washalski:

Edward Jones distinguishes itself through its unique client-advisor relationship model. Advisors are local professionals who are committed to their clients for life. Unlike many larger brokerage firms, Edward Jones advisors do not actively solicit clients, allowing them to focus exclusively on serving their existing relationships. This model fosters a strong sense of trust and allows for a deeper understanding of the client’s financial goals. Tammy Washalski embodies these core values, providing personalized service and dedicated support. She is committed to helping clients navigate the complexities of the investment landscape and achieve their financial objectives. Her expertise, combined with the stability and resources of the Edward Jones firm, makes her an ideal partner for anyone seeking sound financial guidance. Her dedication to her clients and her commitment to ethical practices are hallmarks of the Edward Jones brand. She consistently strives to provide unbiased, transparent advice, ensuring that clients are always well-informed and confident in their investment decisions.

Overall Opinion:

Based on current data, the average opinion for this Edward Jones branch is 0/5. This highlights the need for more client feedback and reviews. However, the firm's strong reputation and Ms. Washalski’s credentials suggest a positive experience for those who choose to work with her. It is recommended that prospective clients contact Ms. Washalski to schedule a consultation and discuss their individual financial needs.

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"summary": "Tammy Washalski at Edward Jones provides personalized financial consulting, investment services, and brokerage support in Middletown, NY, fostering long-term client relationships built on trust and expertise.",
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