How We Work Together
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.
Your dedicated financial advisor
It's your financial future, so an 800-number or Internet search for financial advice doesn't cut it. You have a relationship with an Edward Jones financial advisor who spends time to learn why you're investing and then develops a personalized strategy. No cookie-cutter plans here.
In your neighborhood
With more than 16,000 financial advisors, you shouldn't have to go far to find an Edward Jones office in your community. That means you can actually meet with a financial advisor to discuss what's important to you.