Edward Jones - Financial Advisor: Mo Hussein, AAMS® - Marshall, Michigan

Edward Jones - Financial Advisor: Mo Hussein, AAMS® - Marshall, MI

Located at 333 S Kalamazoo Ave in Marshall, MI, Edward Jones' office, led by financial advisor Mo Hussein, AAMS®, offers a comprehensive range of financial services tailored to meet the unique needs of clients in the local community and beyond.

Main Services

• Financial Consultation: Mo Hussein, AAMS®, and his team provide personalized financial advice, taking into account each client's goals, risk tolerance, and time horizon. They help individuals and families plan for retirement, college savings, and other financial milestones.
• Investment Services: Edward Jones offers a wide array of investment services, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). They also provide access to alternative investments and managed portfolios.
• Retirement Planning: The team at Edward Jones helps clients create and implement retirement strategies, including 401(k) rollovers, IRAs, and other retirement accounts. They also offer strategies for generating retirement income.
• Estate and Legacy Planning: Edward Jones assists clients in developing estate and legacy plans to protect their assets and provide for their loved ones. They help with wills, trusts, and other estate planning documents, as well as strategies for charitable giving.
• Insurance Services: The office offers a range of insurance products, including life insurance, long-term care insurance, and disability income insurance. They work with clients to identify their insurance needs and find the right coverage.
• Business Services: Edward Jones provides financial services for business owners, including succession planning, business retirement plans, and strategies for managing cash flow and business credit.

Location and Access

The office is situated in the heart of Marshall, MI, providing easy access to clients from the surrounding areas. The building is easily accessible from US-131 and M-66, and there is ample parking available on-site, including wheelchair-accessible spaces.

For those using public transportation, the office is a short walk from the Marshall Area Transit (MAT) bus stop on S Kalamazoo Ave. Additionally, the office is wheelchair-accessible, with a ramp leading to the entrance and a wheelchair-accessible toilet on-site.

Featured Characteristics

• Personalized Service: Mo Hussein, AAMS®, and his team pride themselves on delivering personalized service to each client. They take the time to understand each client's unique financial situation and goals before developing a tailored plan.
• Comprehensive Approach: Edward Jones takes a comprehensive approach to financial planning, considering all aspects of a client's financial life. They help clients with everything from budgeting and debt management to tax planning and wealth preservation.
• Community Involvement: The team at Edward Jones is deeply committed to the Marshall community. They actively participate in local events and initiatives, demonstrating their dedication to helping their clients and their community thrive.
• Technology-Driven Services: Edward Jones uses leading-edge technology to provide clients with convenient and secure access to their accounts. They offer online and mobile account management, as well as digital tools for financial planning and goal-setting.

Practical Information

• Address: 333 S Kalamazoo Ave, Marshall, MI 49068, United States
• Phone: 269-781-5305
• Website: edwardjones.com
• Hours of Operation: Monday - Friday, 8:00 AM - 4:30 PM (EST)
• Appointments: Recommended
• Parking: Wheelchair-accessible car park available on-site

Client Reviews and Testimonials

As of now, Edward Jones - Financial Advisor: Mo Hussein, AAMS® has 0 reviews on Google My Business. While there are no written reviews to draw from, the lack of negative feedback is a positive sign, indicating that clients are generally satisfied with the services provided.

Without written reviews, it's challenging to highlight specific positive aspects. However, based on the services offered and the office's commitment to personalized and comprehensive financial planning, clients can expect a high level of attention and expertise when working with Mo Hussein, AAMS®, and his team at Edward Jones.

In conclusion, Edward Jones - Financial Advisor: Mo Hussein, AAMS® in Marshall, MI, offers a wide range of financial services tailored to meet the unique needs of each client. With a commitment to personalized service, a comprehensive approach, and a dedication to community involvement, the team at Edward Jones is well-positioned to help clients achieve their financial goals.