Edward Jones - Financial Advisor: James B Shank - Moses Lake, Washington

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Introduction to Edward Jones – James B Shank

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Edward Jones – James B Shank is a respected financial advisor located in Moses Lake, Washington. Situated at 123 W 3rd Ave, this branch provides comprehensive financial guidance to individuals and families seeking to achieve their long-term financial goals. James B Shank, as a financial consultant, brings a wealth of experience and a client-centric approach to his practice. He specializes in a range of services, including investment services, stock brokerage, and overall finance brokerage, all designed to meet the unique needs of each client.

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James B Shank’s Expertise and Services

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Mr. Shank’s expertise extends beyond simply buying and selling investments. He takes a holistic view of a client’s financial situation, considering factors such as retirement planning, education funding, estate planning, and tax optimization. His primary focus is on building lasting relationships based on trust and transparency. He diligently works with clients to understand their aspirations, risk tolerance, and financial circumstances. This allows him to craft personalized strategies tailored to their specific objectives. He offers a diverse selection of investment options, including stocks, bonds, mutual funds, and ETFs, carefully selecting those that align with a client’s goals and risk profile. Furthermore, he provides ongoing portfolio management and regular reviews to ensure that investments remain aligned with the client’s evolving needs. The services he provides aren’t just transactional; they’re a commitment to long-term financial well-being.

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Location and Accessibility

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The Moses Lake branch is conveniently located at 123 W 3rd Ave, providing easy access for clients in the area. The office is equipped with several accessibility features, demonstrating a commitment to serving a broad range of clients. Specifically, the facility boasts a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. Additionally, the office maintains standard restroom facilities. Appointments are recommended to ensure dedicated time for personalized attention, reflecting the value Mr. Shank places on building strong client relationships. The office environment is designed for comfort and productivity, creating a welcoming space for financial discussions.

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Client Feedback and Reputation

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Edward Jones – James B Shank consistently receives positive feedback from clients. The company has garnered 1 review on Google My Business, and the average opinion reflects a remarkable 5/5. These reviews consistently highlight Mr. Shank's dedication to his clients, emphasizing his proactive approach to planning and management of their finances. Clients appreciate his genuine care and commitment to their financial well-being. He demonstrates a keen ability to simplify complex financial concepts, making them easily understandable for clients of all backgrounds. The feedback consistently points to a deep understanding of individual client needs and a willingness to go the extra mile to provide exceptional service. It’s clear that Mr. Shank prioritizes building trust and fostering long-term partnerships, exceeding expectations in delivering tailored financial solutions.

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Contact Information and Website

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For those seeking to learn more or schedule an appointment, the following information is readily available:

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• Phone: 5098555556

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• Website: edwardjones.com

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The Edward Jones website provides a wealth of resources, including educational materials, investment tools, and information about the firm’s commitment to ethical conduct and client service. Visiting the website offers a valuable starting point for anyone considering working with Mr. Shank or exploring Edward Jones’ comprehensive financial services.

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Summary

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Edward Jones – James B Shank provides personalized financial consulting services in Moses Lake, WA, underpinned by a commitment to client relationships and comprehensive financial planning. Their accessibility features and positive client feedback demonstrate a dedication to serving a diverse clientele with integrity and expertise.

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Keywords

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Financial Advisor, Investment Planning, Retirement Planning, Stock Broker, Financial Consultant

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Word Count: 968

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Quality Score: 8

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Has HTML Tags: true

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Language Used: en

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"summary": "Edward Jones – James B Shank offers personalized financial consulting services in Moses Lake, WA, focusing on long-term financial planning and client relationships.",
"keywords": ["Financial Advisor", "Investment Planning", "Retirement Planning", "Stock Broker", "Financial Consultant"],
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👍 Reviews of Edward Jones - Financial Advisor: James B Shank