Edward Jones - Financial Advisor: Doug Elliott - Sarasota, Florida

Edward Jones – Financial Advisor: Doug Elliott – Your Trusted Partner in Sarasota

For individuals and families seeking comprehensive and personalized financial guidance, Edward Jones – Financial Advisor: Doug Elliott, located at 3040 University Pkwy, Sarasota, FL 34243, United States, offers a dedicated approach to wealth management. Doug Elliott, a seasoned financial consultant, specializes in helping clients build and maintain secure financial futures. This office prioritizes building long-term relationships based on trust and understanding, moving beyond simple transactions to provide ongoing support and strategic advice.

About Doug Elliott and Edward Jones

Doug Elliott’s role at Edward Jones is centered around understanding each client's unique circumstances, goals, and risk tolerance. He operates under a client-centric philosophy, meaning the focus is always on the client's needs, not on pushing specific products. He’s a finance broker who expertly navigates the complexities of the investment landscape, offering a range of investment services including retirement planning, education funding, estate planning, and income tax planning. Doug’s services extend beyond just investments; he’s dedicated to providing a holistic view of a client’s financial life, helping them make informed decisions across all aspects of their finances.

Specialties and Services Offered

• Investment Management: Doug Elliott provides tailored investment portfolios designed to align with individual financial goals and risk profiles.
• Retirement Planning: He assists clients in developing strategies to ensure a comfortable and secure retirement.
• Education Funding: For families planning for their children’s education, Doug offers guidance on 529 plans and other educational savings vehicles.
• Estate Planning: Understanding the importance of legacy planning, he collaborates with estate planning attorneys to help clients establish wills, trusts, and other estate planning documents.
• Tax Planning: Doug Elliott works with tax professionals to identify opportunities for tax-efficient investment strategies.
• Stock Brokerage Services: As a registered stock broker, Doug facilitates the buying and selling of stocks and other securities.

Location and Accessibility

The Edward Jones office in Sarasota is conveniently located at 3040 University Pkwy, Sarasota, FL 34243. Accessibility is a key priority, and the office boasts several features to ensure a comfortable experience for all clients:

• Wheelchair-Accessible Car Park: Dedicated parking spaces are available for individuals using wheelchairs.
• Wheelchair-Accessible Entrance: The main entrance is designed to accommodate wheelchair users.
• Wheelchair-Accessible Toilet: A fully accessible restroom is provided on-site.
• Toilet Facilities: Standard restroom facilities are available.

Appointments are highly recommended to ensure Doug Elliott has dedicated time to fully understand your needs and discuss your financial objectives. You can schedule an appointment by calling 9418702862.

Client Feedback and Reputation

Currently, the Edward Jones office in Sarasota has 0 reviews on Google My Business. This indicates a relatively new or evolving presence in the local market. However, Edward Jones as a whole is renowned for its commitment to client relationships and its conservative, trustworthy approach to financial advice.

Average Opinion: 0/5 – While there’s no recent feedback, the firm’s established reputation speaks to its dedication to client satisfaction. Doug Elliott’s focus on personalized service is expected to build a strong positive reputation over time.

Contact Information

Phone: 9418702862

Website: edwardjones.com

Address: 3040 University Pkwy, Sarasota, FL 34243, United States

Specialties: Financial consultant, Finance broker, Investment service, Stock broker

Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.