Edward Jones - Financial Advisor: Michael C Marge, CFP®|CEPA®|CRPS™ - Foxborough, Massachusetts
Address: 30 Mechanic St Suite 1, Foxborough, MA 02035.
Phone: 5085438885.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Edward Jones - Financial Advisor: Michael C Marge, CFP®|CEPA®|CRPS™
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Edward Jones â Financial Advisor: Michael C Marge, CFP®|CEPA®|CRPSâ¢
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For individuals and families seeking comprehensive financial planning and investment management, Edward Jones offers a trusted and experienced resource in Michael C. Marge, CFP®|CEPA®|CRPSâ¢. Located at 30 Mechanic St Suite 1, Foxborough, MA 02035, Mr. Marge is a dedicated financial advisor committed to building long-term relationships with his clients. He operates within the established framework of Edward Jones, a firm renowned for its personalized approach and commitment to educating clients about their investment options.
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About Michael C. Marge
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Michael C. Marge brings a wealth of knowledge and experience to his role as a financial consultant. He holds the prestigious certifications of CFP® (Certified Financial Planner), CEPA® (Certified Estate Planning Advisor), and CRPS⢠(Chartered Retirement Planning Specialist). These credentials demonstrate a deep understanding of various facets of financial planning, including retirement planning, estate planning, and investment management. Mr. Margeâs philosophy centers around a holistic approach, considering all aspects of a clientâs financial life to develop tailored strategies for achieving their goals.
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Specialties and Services
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Mr. Margeâs specialties encompass a broad range of financial services, including:
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- Investment Management: He assists clients in selecting and managing a diversified portfolio of investments, aligning them with their risk tolerance and financial objectives.
- Retirement Planning: Mr. Marge helps clients plan for a secure and comfortable retirement, considering factors such as savings, Social Security, and Medicare.
- Estate Planning: Understanding the importance of protecting assets and ensuring a smooth transfer of wealth, he guides clients through estate planning strategies, including wills, trusts, and power of attorney.
- Financial Planning: Mr. Marge provides comprehensive financial planning services, including budgeting, debt management, and tax planning.
- Stock Brokerage Services: He offers access to a wide array of stock brokerage services to suit diverse investment needs.
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Edward Jones distinguishes itself by providing a fee-based service. This means that Mr. Marge is compensated for his advice, not on the performance of specific investments. This structure ensures that his recommendations are always in the clientâs best interest.
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Location and Accessibility
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The office of Michael C. Marge is conveniently located at 30 Mechanic St Suite 1, Foxborough, MA 02035. To schedule an appointment, clients can contact him directly at 5085438885. The office is committed to providing a comfortable and accessible environment for all clients. Key accessibility features include:
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- Wheelchair Accessible Entrance: The entrance is designed to accommodate individuals using wheelchairs.
- Wheelchair Accessible Parking Lot: Designated parking spaces are available for clients with mobility challenges.
- Wheelchair Accessible Restroom: A fully accessible restroom is available on-site.
- Restroom: Standard restroom facilities are available.
- Appointments Recommended: While walk-ins are sometimes accommodated, scheduling an appointment is highly recommended to ensure dedicated time for personalized service.
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Client Feedback and Reputation
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Currently, the company has 0 reviews on Google My Business, indicating a limited amount of publicly available feedback. The average opinion is 0/5, reflecting the lack of recent reviews. However, Edward Jones as an organization consistently receives positive feedback regarding its stability, trustworthiness, and commitment to client service. Mr. Margeâs reputation is built upon his professional qualifications and dedication to his clientsâ financial well-being.
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Website and Further Information
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For more detailed information about Michael C. Marge, his services, and Edward Jones, please visit edwardjones.com. This website provides comprehensive information about the firmâs services, investment strategies, and educational resources. You can also find contact information and directions to the office.
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Key Contact Information:
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- Name: Michael C. Marge, CFP®|CEPA®|CRPSâ¢
- Address: 30 Mechanic St Suite 1, Foxborough, MA 02035
- Phone: 5085438885
- Website: edwardjones.com
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