Edward Jones - Financial Advisor: David P Eller, CFP®|CPWA®|AAMS® - Wasilla, Alaska

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Edward Jones – David P. Eller, CFP®|CPWA®|AAMS®: A Comprehensive Overview

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For individuals and families seeking comprehensive and personalized financial guidance, Edward Jones – David P. Eller, CFP®|CPWA®|AAMS® stands as a trusted resource. Located in Wasilla, Alaska, this dedicated financial advisor offers a wealth of expertise and a client-centric approach. Mr. Eller’s firm, situated at 701 E Parks Hwy STE 204, Wasilla, AK 99654, is committed to helping clients achieve their financial goals through tailored strategies and ongoing support.

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About David P. Eller

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David P. Eller is a seasoned financial consultant with a strong reputation for integrity and a profound understanding of financial planning. He holds the designations of Certified Financial Planner™ (CFP®), Certified Public Wealth Advisor® (CPWA®), and American Academy of Managment Specialists® (AAMS®), reflecting his commitment to professional development and adherence to rigorous ethical standards. These credentials demonstrate his expertise in areas such as financial consultant, finance broker, and investment service. Mr. Eller’s focus extends to providing comprehensive stock broker services, assisting clients with investment decisions and portfolio management.

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Key Services and Specialties

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Edward Jones, under Mr. Eller’s guidance, provides a broad spectrum of financial services designed to meet diverse client needs. These services include:

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• Retirement Planning: Developing strategies to ensure a secure and comfortable retirement.

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• Investment Management: Constructing and managing investment portfolios aligned with individual risk tolerance and financial goals.

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• Education Savings: Assisting families in planning and funding their children’s education.

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• Estate Planning: Providing guidance on estate planning matters to help clients protect their assets and ensure their wishes are carried out.

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• Insurance Planning: Evaluating insurance needs and recommending appropriate coverage to mitigate financial risks.

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The firm’s philosophy centers around building long-term relationships based on trust and mutual understanding. Mr. Eller takes the time to get to know his clients’ unique circumstances, goals, and values, enabling him to develop customized solutions that are truly relevant to their needs.

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Location and Accessibility

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The office in Wasilla is conveniently located at 701 E Parks Hwy STE 204. It’s easily accessible, and the firm prioritizes client convenience. Phone: 9073764379. For potential clients, it is highly recommended to schedule an appointment to discuss their financial situation. The office is equipped with wheelchair-accessible car park and wheelchair-accessible toilet, demonstrating a commitment to inclusivity. Additionally, a toilet is readily available for client use. Appointments are generally recommended to ensure adequate time for a thorough consultation.

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Client Feedback and Reputation

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Based on available feedback, Edward Jones – David P. Eller, CFP®|CPWA®|AAMS® enjoys a strong reputation within the community. Google My Business reviews consistently highlight the firm’s professionalism, expertise, and dedication to client service. The average opinion is 4.5/5, reflecting a high level of client satisfaction. Clients frequently commend Mr. Eller’s knowledge, responsiveness, and willingness to go above and beyond to assist them. The positive feedback suggests a genuine commitment to building lasting relationships and providing exceptional financial guidance. The comments consistently praise his approachability and his obvious desire to understand and address each client’s specific needs, fostering a sense of confidence and trust.

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Website and Further Information

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For more detailed information about Edward Jones and Mr. Eller’s services, please visit the official website: edwardjones.com. This website provides access to resources, tools, and educational materials to help clients make informed decisions about their finances. You can also find contact information and directions to the Wasilla office.

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👍 Reviews of Edward Jones - Financial Advisor: David P Eller, CFP®|CPWA®|AAMS®