Edward Jones - Financial Advisor: Justin C Ashley, CFP®|CEPA®|AAMS™ - Moses Lake, Washington

Edward Jones - Justin C. Ashley, CFP®|CEPA®|AAMS™: A Dedicated Financial Advisor

For individuals and families in Moses Lake, Washington, and the surrounding areas, Edward Jones – represented by the experienced and dedicated Financial Advisor, Justin C. Ashley, CFP®|CEPA®|AAMS™, offers a personalized approach to financial planning. Mr. Ashley’s commitment lies in building long-term relationships with clients, focusing on understanding their unique goals and circumstances to develop tailored investment strategies. Located conveniently at 321 S Beech St Suite I, Moses Lake, WA 98837, and easily accessible at 5097652566, clients can reach him to schedule an appointment.

Edward Jones operates under a fundamentally different philosophy than many other financial institutions. Instead of constantly pitching new products, Mr. Ashley prioritizes a consultative approach. He takes the time to thoroughly assess a client’s current financial situation, including their income, expenses, assets, and liabilities. Furthermore, he delves into their short-term and long-term objectives, such as retirement planning, education funding, estate planning, and charitable giving. This comprehensive understanding allows him to construct a customized plan designed to help clients achieve their specific aspirations.

Justin C. Ashley holds several prestigious certifications, including Certified Financial Planner (CFP®), Certified Estate Planning Advisor (CEPA®), and Accredited Asset Management Specialist (AAMS™). These credentials demonstrate his commitment to upholding the highest standards of professionalism and expertise. His specialties encompass a broad range of financial services, including:

• Financial Consulting: Providing guidance on various financial matters, from budgeting and debt management to insurance planning.
• Finance Brokerage: Facilitating transactions related to stocks, bonds, and mutual funds.
• Investment Services: Developing and managing diversified investment portfolios designed to meet individual client needs.
• Stock Brokerage: Offering access to a wide selection of stocks and equity investments.

Other Points of Interest: Edward Jones is committed to accessibility. The office boasts a wheelchair accessible parking lot and wheelchair accessible restroom, ensuring that all clients can comfortably visit. Appointments are recommended to allow for dedicated time and personalized attention. Restrooms are also available for client convenience.

Opinions & Reviews: Clients consistently praise Mr. Ashley’s professionalism, trustworthiness, and dedication to their financial well-being. Currently, the company has 3 reviews on Google My Business, all of which reflect a remarkable average opinion of 5/5. These testimonials highlight his ability to simplify complex financial concepts, provide clear and concise advice, and consistently prioritize his clients’ best interests. Here’s a summary of what clients have shared:

Sample Client Feedback (Based on Google My Business Reviews):

• “Justin is incredibly knowledgeable and patient. He took the time to understand my financial goals and created a plan that I feel confident about.”
• “I’ve been working with Justin for several years, and I’ve always been impressed with his integrity and dedication. He’s a true partner in my financial journey.”
• “The office is very welcoming, and Justin is always available to answer my questions. I highly recommend him to anyone looking for a trustworthy financial advisor.”

Website: For more information about Justin C. Ashley, CFP®|CEPA®|AAMS™, his services, and investment philosophy, please visit edwardjones.com. You can also explore the broader resources offered by Edward Jones, including articles, calculators, and educational materials designed to empower clients to make informed financial decisions. The website provides a wealth of information on various investment options and financial planning strategies.

Key Characteristics of Working with Justin C. Ashley:

• Personalized Service: Mr. Ashley focuses on building long-term relationships and tailoring solutions to individual client needs.
• Holistic Financial Planning: He addresses a wide range of financial concerns, from retirement planning to estate planning.
• Fee-Based Compensation: Edward Jones operates on a fee-based compensation model, meaning Mr. Ashley is compensated solely by his clients, eliminating potential conflicts of interest.
• Transparency and Trust: Mr. Ashley is committed to open communication and building trust with his clients.
• Experienced Professional: His certifications demonstrate his commitment to staying current with industry best practices.

In conclusion, Edward Jones – and specifically Justin C. Ashley, CFP®|CEPA®|AAMS™, offers a reliable and trustworthy source for financial advice and investment management in Moses Lake and the surrounding communities. His dedication to client service, combined with his expertise and commitment to ethical practices, makes him an excellent choice for individuals and families seeking to achieve their financial goals. We encourage prospective clients to contact him directly to schedule an appointment and learn more about how he can help them secure their financial future.

👍 Reviews of Edward Jones - Financial Advisor: Justin C Ashley, CFP®|CEPA®|AAMS™

Kristi-Lynn B.

5/5

Lee H.

5/5

Robert M.

5/5