Edward Jones - Financial Advisor: Michelle Ferguson, AAMS™ - Hyannis, Massachusetts

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Introduction to Michelle Ferguson, Edward Jones Financial Advisor

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For individuals and families seeking comprehensive financial guidance, Edward Jones presents Michelle Ferguson, AAMS™, as a dedicated and experienced financial advisor. Located at 1436 Iyannough Rd, Hyannis, MA 02601, Ms. Ferguson offers personalized financial solutions tailored to meet the unique needs of her clients. Her commitment to building long-term relationships, coupled with a deep understanding of the financial landscape, makes her a valuable resource for those navigating investments, retirement planning, and overall financial well-being.

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Michelle Ferguson’s Expertise and Services

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Michelle Ferguson’s role at Edward Jones extends beyond simply managing investments. She operates as a financial consultant, providing a holistic approach to financial planning. Her services encompass a broad spectrum, including:

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• Investment Services: Ms. Ferguson assists clients in developing and implementing investment strategies aligned with their risk tolerance, financial goals, and time horizon. She provides guidance on a variety of investment options, including stocks, bonds, mutual funds, and ETFs.

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• Finance Brokerage: She acts as a finance broker, connecting clients with the appropriate financial products and services to achieve their objectives.

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• Retirement Planning: A significant focus of her practice is assisting clients in planning for a secure and comfortable retirement. This includes projecting income needs, developing savings strategies, and exploring various retirement account options.

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• Estate Planning: Ms. Ferguson works alongside estate planning attorneys to help clients ensure their assets are distributed according to their wishes.

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• Education and Support: Beyond specific investment recommendations, she prioritizes educating clients about financial concepts and empowering them to make informed decisions.

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Ms. Ferguson’s credentials, including her designation as an AAMS™ (Accredited Asset Management Specialist), signify her expertise and commitment to professional standards. This accreditation demonstrates her knowledge of investment management principles and her ability to deliver sound financial advice.

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Location and Accessibility

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The Edward Jones office in Hyannis, Massachusetts, provides a convenient and familiar location for clients. Address: 1436 Iyannough Rd, Hyannis, MA 02601. Clients can easily schedule appointments and discuss their financial matters in a comfortable and professional environment. The office is equipped with amenities designed to enhance the client experience, including wheelchair accessible parking lot and a wheelchair accessible restroom. Appointments are recommended to ensure adequate time for personalized attention.

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Contact Information

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For those seeking to connect with Michelle Ferguson, the following contact information is readily available:

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• Phone: 5083627636

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• Website: edwardjones.com

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The website offers valuable resources, including information about Edward Jones’s services, investment tools, and client testimonials. It also provides a direct link to Michelle Ferguson’s profile, where clients can learn more about her background and expertise.

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Client Feedback and Reputation

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Edward Jones consistently demonstrates a strong commitment to client satisfaction. The company has garnered positive feedback, reflected in a average opinion of 5/5 on Google My Business. This high rating underscores the trust and confidence clients place in the firm’s advisors. Clients frequently praise Ms. Ferguson's patient and caring approach, highlighting her ability to listen attentively and understand their individual financial circumstances. Many clients appreciate the ease and simplicity of the process, noting that she takes the time to explain complex financial concepts in a clear and accessible manner. The emphasis on building long-term relationships and providing ongoing support is a recurring theme in client feedback. It’s evident that her dedication goes beyond simply managing investments; she focuses on truly understanding her clients’ needs and goals.

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Other Points of Interest

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Edward Jones prioritizes client convenience and comfort. The office is equipped with a restroom, and parking is readily available. Furthermore, the firm is committed to accessibility, offering a wheelchair accessible parking lot and a wheelchair accessible restroom, ensuring that clients with mobility challenges can easily access the office.

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👍 Reviews of Edward Jones - Financial Advisor: Michelle Ferguson, AAMS™