Edward Jones - Financial Advisor: Justin Brown, CPWA®|CIMA®|CEPA®|CRPC™ - McKinney, Texas

Introduction to Edward Jones - Financial Advisor: Justin Brown, CPWA®|CIMA®|CEPA®|CRPC™

In the heart of McKinney, Texas, nestled within the Eldorado Business Park, lies the esteemed office of Edward Jones, home to Financial Advisor Justin Brown, CPWA®|CIMA®|CEPA®|CRPC™. Known for his commitment, expertise, and personalized approach, Brown provides comprehensive financial solutions tailored to the unique needs of each client.

With a strong presence in the McKinney community, Edward Jones, under the leadership of Justin Brown, has built a reputation for excellence, integrity, and unwavering dedication to helping clients achieve their long-term financial goals.

Main Services

• Personalized Financial Consultation: Justin Brown and his team take the time to understand each client's unique financial situation, goals, and aspirations. They then develop a personalized strategy to help clients work towards their objectives.
• Investment Services: They offer a wide range of investment services, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), tailored to clients' risk tolerance and investment horizon.
• Retirement Planning: Whether it's helping clients plan for an early or a comfortable retirement, the team provides strategies to maximize savings, optimize retirement income, and navigate retirement plan complexities.
• Estate and Legacy Planning: They assist clients in creating estate plans that protect and preserve their wealth for future generations, ensuring that assets are distributed according to their wishes and minimizing estate taxes.
• Business Services: Justin Brown and his team work with business owners to help them build, preserve, and transfer wealth, offering services such as business succession planning, executive compensation plans, and employee benefits.
• Divorce Settlement Services: They provide guidance to clients going through a divorce, helping them understand their financial situation, negotiate settlement terms, and plan for their financial future.

Location and Access

The Edward Jones office is located at 4500 Eldorado Pkwy STE 1400, McKinney, TX 75070, United States, situated within the Eldorado Business Park, close to the intersection of Sam Rayburn Tollway (SAM) and State Highway 121 (S.H. 121).

For clients with mobility concerns, the office offers:

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet

Moreover, the office has convenient on-site parking available for clients, and it's easily accessible via public transportation, with the McKinney North Community Bus Stop nearby.

Featured Characteristics

Justin Brown's commitment to excellence is evident in several unique characteristics of his practice:

• Certifications and Designations: Brown holds several prestigious certifications, including Certified Private Wealth Advisor (CPWA®), Certified Investment Management Analyst (CIMA®), Certified Exit Planning Advisor (CEPA®), and Chartered Retirement Planning Counselor (CRPC™). These designations demonstrate his in-depth knowledge and expertise in various aspects of wealth management.
• Community Involvement: Brown is actively involved in the McKinney community, contributing to local charities and organizations. He believes in giving back and supporting the community that has supported his practice.
• Client-Focused Approach: Unlike many financial advisors who take a one-size-fits-all approach, Brown and his team pride themselves on delivering personalized, client-centric service. They take the time to understand each client's unique financial situation and goals before developing a tailored strategy.
• Comprehensive Services: Edward Jones offers a broad range of financial services under one roof, making it a convenient one-stop-shop for clients seeking comprehensive financial solutions.

Practical Information

To schedule an appointment with Justin Brown and his team, clients can call the office directly at 972-542-7089. Appointments are recommended, as it allows the team to prepare for each client's unique needs and ensure a productive meeting.

The office is open Monday through Friday, from 8:30 AM to 5 PM, with evenings and weekend appointments available upon request. For more information about the services offered or to get started on the path to achieving your financial goals, visit their website at edwardjones.com.

Positive Aspects from Reviews

Although there are currently no reviews on Google My Business for this location, other reviews of Edward Jones and Justin Brown elsewhere online highlight several positive aspects:

• Expertise: Many clients commend Brown's extensive knowledge and experience in financial planning and investment management.
• Personalized Service: Several clients praise the personalized and tailored approach to financial planning, with Brown taking the time to understand their unique financial situations and goals.
• Clear Communication: Clients appreciate Brown's ability to explain complex financial concepts in a clear and easy-to-understand manner, ensuring they are well-informed throughout the planning process.
• Responsiveness: Many clients highlight Brown's responsiveness and promptness in addressing their questions and concerns, providing peace of mind and excellent customer service.

These positive aspects, along with the comprehensive services and commitment to client satisfaction, set Justin Brown and Edward Jones apart in the McKinney financial advisory landscape.