As an Edward Jones financial advisor, I believe it's important to find out what's important to my clients and what their vision is for their future, for their families, and for the legacy they would like to leave behind.
As your advisor, I work with you to develop strategies to achieve your financial goals, whether it be saving for retirement, living in retirement, saving for college for children or grandchildren, or planning for the unexpected. We will work together to monitor your progress, adjust accordingly if necessary to keep you on track in order to accomplish your goals.
Edward Jones uses advanced technologies and teams of portfolio managers who support our offices and staff to ensure the best client service experience is provided. In addition, we can work together with your CPA or tax accountant as well as estate planning attorneys, leveraging their knowledge to help you protect your assets as you continue to move towards your goals.
We're proud at Edward Jones to work together with long term investors helping them achieve their financial goals. The company currently serves over 7 million investors across America. Come visit us and see what sets us apart. I look forward to hearing from you.