Edward Jones - Financial Advisor: Trent Kasten - Cortez, Colorado

Okay, here’s a comprehensive overview of Edward Jones – Financial Advisor: Trent Kasten, presented in a formal and approachable style, suitable for someone seeking professional financial guidance:

Edward Jones – Financial Advisor: Trent Kasten – A Reliable Financial Partner

For individuals and families seeking a trustworthy and knowledgeable financial consultant, Edward Jones – Financial Advisor: Trent Kasten represents a solid choice. Located in Cortez, Colorado, Mr. Kasten provides personalized investment services and comprehensive financial planning strategies tailored to meet specific client needs. He operates from a dedicated office at Address: 2423 E Main St Suite 2, Cortez, CO 81321, and can be reached by phone at Phone: 9705168130. You can also learn more about his services and experience on his dedicated page: Website: edwardjones.com.

Trent Kasten’s areas of expertise encompass a wide range of financial needs. As a finance broker and stock broker, he specializes in helping clients with:

• Retirement Planning
• Investment Management
• Estate Planning
• Education Savings
• Insurance Planning

Edward Jones distinguishes itself through a client-centric approach. Instead of pushing specific products, Mr. Kasten focuses on understanding a client's current financial situation, goals, and risk tolerance. He then develops a customized financial plan to help them achieve those objectives. A key characteristic of Edward Jones is the long-term relationship they cultivate with their clients – it’s about consistent guidance, not a quick sale.

Other points of interest regarding Mr. Kasten’s office include accessibility features: a wheelchair accessible entrance and wheelchair accessible parking lot. Convenient amenities like a restroom are also available. For an efficient visit, appointments are recommended; you can schedule one directly through his website or by calling his office.

Currently, Edward Jones – Financial Advisor: Trent Kasten has 0 reviews on Google My Business, reflecting a new and developing presence in the community. Consequently, the average opinion is 0/5. While this signifies a lack of immediate feedback, it also highlights the opportunity for Mr. Kasten to build a strong reputation based on his expertise and client satisfaction.