Edward Jones – Financial Advisor: Robert C Diaz, CFP®, AAMS™ is a dedicated financial services practice located in Plainview, NY, providing personalized investment guidance and financial planning to individuals, families, and businesses. As part of the nationally recognized firm Edward Jones, Robert Diaz brings the strength of a large, reputable organization combined with a commitment to one-on-one client relationships. With certifications as both a Certified Financial Planner™ and Accredited Asset Management Specialist™, Robert focuses on helping clients establish and pursue long-term financial goals based on a deep understanding of their life circumstances and aspirations.

Specializing in retirement planning, wealth strategies, and education savings, Robert and his team offer client-centric solutions structured around trust, clarity, and consistent communication. He works closely with clients to tailor investment strategies that are aligned with unique financial goals and risk tolerance. Edward Jones also emphasizes community connection, prioritizing local involvement and personalized service.

With a collaborative approach and access to a broad suite of investment products, Robert Diaz helps clients navigate an increasingly complex financial environment. His affiliation with Edward Jones enables clients to benefit from extensive research, reliable market insights, and long-term investment philosophy.

Website: https://www.edwardjones.com/us-en/financial-advisor/robert-diaz

Key Services:

– Retirement Planning & IRA Strategies
– Individual and Business Investment Strategies
– Wealth Management and Asset Allocation
– College and Education Savings Plans
– Life Insurance and Long-Term Care Solutions
– Estate and Legacy Planning Guidance
– Tax-Efficient Investment Strategies
– Personalized Financial Roadmaps