Financial consultant Edward Jones – Financial Advisor: Kevin W Wood, AAMS® 4433 E Superior St, Duluth, MN 55804

At Edward Jones, Financial Advisor Kevin W Wood, AAMS®, specializes in providing personalized financial consulting services to help you achieve your financial goals. Located at 4433 E Superior St, Duluth, MN, Kevin is dedicated to understanding your unique financial situation and developing a tailored strategy that aligns with your objectives. Whether you need assistance with investment planning, retirement savings, or wealth management, Kevin is here to guide you every step of the way. To learn more or to schedule a consultation, please call (218) 525-2730 or visit the official Edward Jones website.

Services Offered

Investment Planning
Retirement Savings Strategies
Wealth Management
Education Savings Plans
Estate Planning Assistance

How Engagements Work

When you engage with Kevin W Wood, you can expect a thorough assessment of your financial situation. Bring relevant documents such as income statements, bank statements, and any existing investment accounts to facilitate a comprehensive discussion. Together, you will outline your financial goals and develop a personalized roadmap to help you reach them.

What to Expect at Your Consultation

During your first consultation, you will discuss your current financial status, future aspirations, and any concerns you may have. This initial meeting is designed to establish a clear understanding of your needs, and to determine how Kevin can best assist you moving forward.

Office Location

Edward Jones - Kevin W Wood, AAMS®
4433 E Superior St,
Duluth, MN 55804
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FAQ

What is AAMS®? AAMS® stands for Accredited Asset Management Specialist, indicating a high level of expertise in managing investments.
How do I schedule a consultation? You can schedule a consultation by calling (218) 525-2730 or visiting the official website.
What should I bring to my first meeting? Bring any financial documents that outline your current income, expenses, and existing investments.
What types of clients do you work with? Kevin works with individuals, families, and businesses looking for guidance on financial planning and investment strategies.
Is there a fee for the consultation? Typically, the initial consultation is complimentary, but it’s best to confirm when scheduling.
Can you help with retirement planning? Yes, retirement planning is one of Kevin's specialties, and he can assist you in creating a strategy that suits your needs.
What investment products do you offer? Edward Jones offers a wide range of investment products, including stocks, bonds, mutual funds, and more.
How often will we meet? Meeting frequency can vary based on your needs, but regular check-ins are recommended to keep your plan on track.

Informational only — not legal, financial, or insurance advice.

Financial consultant Edward Jones – Financial Advisor: Kevin W Wood, AAMS®
4433 E Superior St, Duluth, MN 55804
(218) 525-2730
https://www.edwardjones.com/us-en/financial-advisor/kevin-wood

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