Edward Jones - Financial Advisor: Jim Boltz, AAMS™ - Manassas, Virginia

Edward Jones Financial Advisor Profile: Jim Boltz, AAMS™

Jim Boltz stands as a prominent figure within the expansive network of Edward Jones, a well-established financial services firm known for its community roots and client-focused approach. With his credentials as an Associate Accredited Asset Manager Specialist (AAMS™), Boltz offers specialized guidance tailored to meet the diverse financial needs of his clientele. His role embodies the core mission of Edward Jones, which emphasizes personalized financial planning and investment management to help clients achieve their long-term goals.

Location and Accessibility

Jim Boltz's financial advisory services are conveniently located at 9408 Grant Ave STE 303, in Manassas, Virginia (VA 20110). This strategic location places him within a key community hub, making his expertise accessible to residents and professionals in the Northern Virginia area seeking reliable financial counsel. For those who prefer direct communication, his contact information, including a direct telephone line (032576077), is readily available. Furthermore, Edward Jones maintains a comprehensive online presence through its corporate website, accessible at edwardjones.com. Visitors to the physical office can expect a professional and welcoming environment, complete with essential amenities designed for all clients. Notably, the facility features wheelchair accessible parking and wheelchair accessible restrooms, ensuring that physical access barriers are minimized for clients with mobility needs. It is also strongly recommended to schedule appointments to guarantee personalized attention and maximize the effectiveness of the consultation time, as this allows Boltz to dedicate sufficient focus to each client's unique financial situation.

Areas of Expertise

Mr. Boltz's professional expertise is centered around several key financial domains. He functions primarily as a financial consultant, offering comprehensive advice on personal finance management, goal setting, and the development of tailored financial strategies. His services encompass the role of a finance broker, facilitating transactions related to the purchase and sale of financial instruments, including stocks and bonds, navigating the complexities of the financial markets on behalf of his clients. Furthermore, he provides essential investment services, focusing on building and managing investment portfolios aligned with individual risk tolerance, time horizons, and financial objectives. His duties also include acting as a stock broker, executing trades in the stock market and providing analysis relevant to equity investments. Clients engaging with Jim Boltz can anticipate a full spectrum of financial guidance, from retirement planning and estate strategies to tax-efficient investing and wealth preservation techniques, all grounded in a thorough understanding of market dynamics and regulatory frameworks.

Reputation and Client Feedback

Assessing the standing of a financial advisor is crucial for potential clients seeking trustworthy guidance. Edward Jones, as a whole, maintains a strong reputation built upon decades of service, emphasizing fiduciary duties and ethical practices. While Mr. Boltz's individual standing might be part of this broader reputation, specific client testimonials may be limited. According to the publicly available data, Edward Jones' Manassas office has garnered attention, with the company itself holding a noteworthy average rating of 5 out of 5 stars on Google My Business, based on 1 review. This perfect score signifies exceptionally high client satisfaction, reflecting the quality of service and expertise offered at this branch. Although direct reviews for Jim Boltz might not be abundant, the positive rating associated with the office location suggests a consistently high standard of client care provided by its advisors, including Mr. Boltz.

Why Choose Edward Jones Financial Advisors Like Jim Boltz

Choosing a financial advisor like Jim Boltz from Edward Jones involves leveraging several key advantages. Edward Jones is a member of the Financial Planning Association (FPA) and adheres to rigorous professional standards, ensuring a commitment to ethical conduct and fiduciary responsibility. The firm's longevity in the financial services industry speaks to its reliability and expertise across generations. Financial advisors at Edward Jones typically offer personalized service, taking the time to understand the unique circumstances and goals of each client. They provide access to a wide array of investment options and financial planning tools. Advisors like Jim Boltz, with designations such as the AAMS™, demonstrate a higher level of commitment to specific areas of financial management and client education. The combination of professional expertise, ethical practices, personalized service, and comprehensive financial solutions makes Edward Jones advisors, including Jim Boltz, a viable option for individuals seeking professional financial guidance. For those in the Manassas area or nearby regions, contacting the office at 032576077 or visiting the website is the first step towards initiating a valuable financial planning journey.

👍 Reviews of Edward Jones - Financial Advisor: Jim Boltz, AAMS™

Gay N. C.

5/5