Raymond James - Kelly Daniels, Financial Advisor - Atmore, Alabama

Raymond James – Kelly Daniels, Financial Advisor

For individuals and families in Atmore, Alabama, and the surrounding areas seeking comprehensive financial planning services, Raymond James – Kelly Daniels offers a dedicated and personalized approach to wealth management. Located at 1009 E Church St, Atmore, AL 36502, United States, Kelly Daniels is a seasoned financial advisor committed to helping clients achieve their long-term financial goals. Her firm’s dedication to client success is evident in their accessible facilities and a consistently high level of service, as reflected in positive client feedback.

About Kelly Daniels

Kelly Daniels is a registered representative with Raymond James, a full-service financial services firm. She specializes in providing tailored financial strategies to address a wide range of needs, including retirement planning, investment management, estate planning, and tax optimization. Kelly prides herself on building strong, trusting relationships with her clients, taking the time to understand their unique circumstances, risk tolerance, and aspirations. She operates with a client-centric philosophy, prioritizing their best interests above all else. Her expertise extends beyond simply managing investments; she’s a holistic financial advisor, guiding clients through every stage of their financial journey.

Key Services Offered

• Investment Management: Kelly develops and implements investment strategies aligned with client goals and risk profiles, utilizing a diversified portfolio approach.
• Retirement Planning: She assists clients in planning for a comfortable retirement, considering factors such as income needs, healthcare costs, and legacy planning.
• Financial Planning: A comprehensive approach to financial wellness encompassing budgeting, debt management, and long-term financial goals.
• Estate Planning: Kelly works with clients to develop estate plans that ensure their assets are distributed according to their wishes and minimize potential tax liabilities.
• Tax Planning: Strategies to optimize tax efficiency within a client’s overall financial plan.

Location and Accessibility

Raymond James – Kelly Daniels is conveniently situated at 1009 E Church St, Atmore, AL 36502. Recognizing the importance of accessibility, the office features:

• Wheelchair-Accessible Car Park: Ensuring ease of access for clients utilizing mobility devices.
• Wheelchair-Accessible Entrance: Providing a barrier-free entry to the office.
• Wheelchair-Accessible Toilet: Facilitating comfort and convenience for all visitors.
• Toilet Facilities: Standard restroom facilities are available.

Appointments are highly recommended to ensure Kelly can dedicate her full attention to each client’s needs. Contacting the office in advance allows for efficient scheduling and a more personalized experience.

Client Feedback and Reputation

The firm’s commitment to client satisfaction is consistently reflected in positive reviews. Client feedback strongly suggests that Kelly Daniels goes above and beyond to provide exceptional service. Many clients describe her as a ‘genius’ in her field, highlighting her insightful advice and genuine care for their financial well-being. The company maintains 2 reviews on Google My Business, all of which reflect a remarkable average opinion of 5/5. This impressive rating underscores the trust and confidence clients place in Kelly Daniels’ expertise and dedication.

Contact Information

To schedule an appointment or learn more about Kelly Daniels’ services, please contact the office at:

• Phone: 2513387771
• Website: raymondjames.com

Raymond James – Kelly Daniels strives to be a trusted partner in helping clients navigate the complexities of the financial world and achieve their financial aspirations. Her focus on personalized service and a proactive approach to financial planning makes her an invaluable resource for individuals and families seeking expert guidance.

Kelly Daniels’ approach is characterized by a deep understanding of financial markets, coupled with a genuine empathy for her clients. She believes in fostering long-term relationships built on trust and open communication. Her commitment to ongoing education ensures she remains at the forefront of industry trends and best practices, allowing her to provide her clients with the most informed and effective advice possible.

👍 Reviews of Raymond James - Kelly Daniels, Financial Advisor

Taylor B. W.

5/5

The absolute best person to go to whether for financial matters or just to have someone that genuinely cares. She is a genius at her craft and Atmore is so lucky to have her!

Teresa J.

5/5