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Customer service a priority at A.G. Edwards

One of the pleasures of doing business with the A.G. Edwards office in Fallbrook is being able to work with professionals who treat you as a valued friend.

“Our clients come first,” said Bob Kuech, Branch Manager. “That’s why the culture of A.G. Edwards is such a good fit for Fallbrook. Most of our clients become our friends and like to stop in just to talk. We enjoy learning about their families and creating a personal relationship.” The A.G. Edwards office has been in Fallbrook for 11 years.

Whether you are just starting to think about building a nest egg for the future, planning for your child’s college education or are a seasoned investor looking for more personalized service, A.G. Edwards offers sound advice and access to a wide array of investment products and services that can help you meet your goals and objectives.

“It is important that you do not spend all your current cash flow,” Kuech said. “It is wise to discipline yourself and to set aside funds.”

By using A.G. Edwards, you work with a company that does not have any proprietary products for sale. In other words, they do not try to push in-house products onto their clients and that is very important.

“I believe that is paramount in this business – the fact that we are not influenced by things like that,” Kuech said. That allows the financial consultants to take an objective look at what is in the client’s best interest and not what the company is promoting.

Kuech said he and his associates are pleased with the number of word-of-mouth referrals they receive from clients and says he usually sees clients for the first time when they want to start saving money and building a fund for their child’s college education.

“The key is to start a college fund early,” Kuech said. “The cost can really blindside some couples, because the cost of education has gone up dramatically.”

“Even a modest start is good,” he said. “We also help grandparents who wish to help fund education for the younger generations. Grandparents want to see their grandchildren succeed. That is a fun part of our business – getting to know the whole family.”

Planning for one’s retirement can never be started too soon. Whether you seek someone to help you with full financial planning, retirement accounts (including IRAs, 401K) or to help transition estates, A.G. Edwards can assist with all aspects of investing and they do not have minimum account qualifications, so investors of all magnitudes are welcome.

“The customer service attitude works from the top down,” Kuech said. “It’s a marvelous firm with a small town feel and we strive to make our clients happy with very, very good service.”

A.G. Edwards is located at 1588 South Mission Road, Suite 200, Fallbrook. Phone (760) 731-7720. Hours are 6:15 a.m. to 4 p.m.

 

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