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  1. US
  2. AZ
  3. Phoenix
Edward Jones - Financial Advisor: Jamie Fort, CFP®
Edward Jones - Financial Advisor: Jamie Fort, CFP®
Edward Jones - Financial Advisor: Jamie Fort, CFP®
5.0
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Services Excellence Summary

1. Positive reviews for Edward Jones - Financial Advisor: Jamie Fort, CFP®, highlight the exceptional service provided by Jamie and the personalized approach she takes with her clients. Customers appreciate her knowledge and expertise in investing and retirement planning. They commend her for taking the time to understand their individual goals and developing tailored financial strategies to help them achieve success. Jamie has been praised for her attention to detail and her ability to educate clients about their options. Clients feel confident in Jamie's ability to guide them through important financial decisions and trust her to prioritize their best interests. Overall, Jamie Fort receives excellent feedback from satisfied clients who appreciate her professionalism and dedication to helping them secure their financial future. Unique facts about Edward Jones - Financial Advisor: Jamie Fort, CFP®: 1. Jamie has received excellent feedback and referrals from clients, indicating her strong reputation and the trust she has built. 2. Jamie is described as knowledgeable, efficient, and detail-oriented. 3. Clients appreciate both Jamie's expertise and her warm and welcoming personality. Edward Jones - Financial Advisor: Jamie Fort, CFP® specializes in developing personalized financial strategies for individuals, families, and business owners. Jamie's focus is on helping clients accomplish their long-term financial objectives, whether it's saving for retirement, budgeting for college fees, or building legacy strategies. She collaborates with her clients to develop tailored approaches that align with their specific circumstances and goals. Jamie takes the time to fully listen and understand her clients' priorities before implementing a proven approach to financial planning. Clients can count on Jamie to provide outstanding service and support throughout their financial journey.

 

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Pros & Cons

PROS
very knowledgeab ... (2)
professional and ... (1)
recommend (1)
great customer s ... (1)
great customer e ... (1)
Edward Jones - Financial Advisor: Jamie Fort, CFP® Reviews: 8. Average Rating: 5.0
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