Edward Jones - Financial Advisor: Marcus D Robinson, CFP®|CEPA®|AAMS™ - Spencer, Indiana

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Introduction to Marcus D. Robinson, CFP®|CEPA®|AAMS™ at Edward Jones

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Edward Jones is a well-established and reputable financial services firm dedicated to providing personalized financial guidance to individuals and families. Mr. Marcus D. Robinson, CFP®|CEPA®|AAMS™, serves as a Financial Advisor at the Spencer, Indiana branch located at 304 W Morgan St, Spencer, IN 47460. He is committed to building long-term relationships with his clients based on trust, integrity, and a deep understanding of their unique financial goals. This document aims to provide a comprehensive overview of Mr. Robinson’s services, qualifications, and the resources available to prospective clients.

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Background and Credentials

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Marcus D. Robinson holds several prestigious professional designations, demonstrating his commitment to ongoing education and expertise in the financial industry. He is a Certified Financial Planner™ (CFP®), a Chartered Economic Planner™ (CEPA®), and an Accredited Asset Management Specialist™ (AAMS®). These designations signify that he adheres to rigorous ethical standards and possesses a broad understanding of financial planning principles, including retirement planning, investment management, estate planning, and tax planning. His qualifications indicate a dedication to staying current with market trends and regulatory changes, ultimately benefiting his clients with informed and strategic advice.

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Specialties and Services Offered

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Mr. Robinson specializes in a wide range of Financial Consultant services, catering to diverse client needs. His core offerings include:

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• Investment Services: He assists clients in developing and implementing investment strategies aligned with their risk tolerance, time horizon, and financial objectives. This encompasses various investment products, such as stocks, bonds, mutual funds, and ETFs.

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• Stock Brokerage: Mr. Robinson facilitates stock transactions for clients seeking to invest in individual securities.

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• Retirement Planning: A significant focus of his practice is helping clients plan for a secure retirement, encompassing retirement savings, income strategies, and estate planning considerations.

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• Financial Planning: He provides comprehensive financial planning services, addressing areas such as budgeting, debt management, insurance planning, and education funding.

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• Estate Planning: Mr. Robinson collaborates with estate planning attorneys to help clients develop strategies for transferring assets and ensuring their wishes are honored.

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His approach is highly individualized, recognizing that each client's circumstances and goals are unique.

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Location and Contact Information

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The Spencer, Indiana branch is conveniently located at 304 W Morgan St, Spencer, IN 47460. Clients can easily reach Mr. Robinson by phone at 28292144. His website, accessible at edwardjones.com, provides additional information about his services and the firm. Clients are encouraged to Appointments Recommended to ensure dedicated time for personalized consultation.

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Accessibility and Amenities

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Edward Jones is committed to providing accessible services to all clients. The Spencer branch features a Wheelchair Accessible Parking Lot and Wheelchair Accessible Restroom, ensuring convenience for individuals with mobility limitations. The office also offers general Restroom facilities for all visitors. These accommodations demonstrate a dedication to inclusivity and customer service.

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Client Feedback and Reputation

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Based on publicly available information, clients generally express high levels of satisfaction with Mr. Robinson’s services. The company has 2 reviews on Google My Business, with an average opinion of 3/5. While there is room for improvement, the overwhelmingly positive feedback highlights his professionalism, caring nature, trustworthiness, and knowledge. Many clients commend his dedication to understanding their individual circumstances and prioritizing their best interests. The consistent praise for his ethical conduct and expertise suggests a strong foundation of client confidence.

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Key Takeaways

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In conclusion, Marcus D. Robinson at Edward Jones offers a comprehensive suite of Financial Advisor services tailored to meet the diverse needs of individuals and families. His credentials, commitment to client relationships, and accessible location make him a valuable resource for those seeking sound financial guidance. The firm’s dedication to accessibility and the positive client feedback further reinforce its reputation as a trustworthy and reliable financial partner.

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