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EDWARD JONES

About us

Working together to help achieve your financial goals. It is more than just making money - we understand why you're investing. You have specific financial goals and the desire to provide for yourself and your loved ones. That's why all of our energy and resources are dedicated to helping you reach your long-term goals. We focus on one client - YOU! We serve only individual investors and business owners. This is why we believe it's also important to live and work in your community. We are committed to a long-term investing philosophy. We believe that to achieve your financial goals, you need to buy a variety of quality investments and own them for the long term. Do we make sense for you? How we help you reach your oals. We believe that following a systematic approach can help you answer the following questions: 1) Where am I today? 2) Where would I like to be? 3) Can I get there? 4) How do I get there? 5) How can I stay on track? We prefer to meet face to face to build a strong relationship. It might not sound like a big deal, but we believe that by meeting face to face, we can better understand your needs. It also helps us feel more connected so that we are better able to serve you than someone you know only over the telephone. You talk, we listen, and we get to know you. Call and make an appointment today. We are here to help you make sense of investing for your long-term financial goals.

Business highlights

21 years of experience

Services we offer

Personal Financial Planning Long-term Investment Planning Wealth Transfer Strategies College Savings Plans Life Insurance Long-term Care Insurance Mortgage Services

Amenities

Free Estimates

Yes

Reviews
5.03 Reviews
Number of StarsImage of DistributionNumber of Ratings
5
100%
4
0%
3
0%
2
0%
1
0%
Showing 1-3 of 3 reviews
Virginia V.
Nov 2015
5.0
Yes, I recommend this pro
$325
unknown

Craig S.
Jan 2013
5.0
Yes, I recommend this pro
I retired in September of 2012 and needed to find a financial planner to help select the best vehicle for my 401K funds. I found Marianne Shepard's listing on Angie's list and decided to make an appointment.  My wife and I were able to get an appointment very quickly. We were comfortable with Marianne form the beginning. She is a delightful person! She is professional, responsive, knowledgeable, efficient, patient, and maintained focus on our needs for the future throughout the process. She went to great lengths to explain our options and we never felt that we were being pushed to products that would not meet our needs. 
We are currently working with her on some other financial/insurance needs. We highly recommend her.

Cynthia P.
Nov 2010
5.0
Yes, I recommend this pro
I met Marianne about 3 years ago, and we set up an annuity program for my mother which gave her some monthly income while preserving her initial investment. She was very knowledgable, professional, very personable and friendly, and I felt we could really trust her. She did a wonderful job with mom's annuity, and we had no problems with the account after my mom passed away earlier this year. I also have her managing my 401K during these most frightening times, and I am very pleased with the steady growth I am seeing in my account. Recently, she did an analysis of my insurance policies, and found some holes in the programs that need to be remedied. She is a no-pressure, extremely knowledgable, highly intelligent professional and I will continue to call on her for all my financial planning needs. She is a real gem!!!!

Licensing

State Contractor License Requirements

All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves. To find more licensing information for your state, visit our Find Licensing Requirements page.

*Contact business to see additional licenses.

FAQ

EDWARD JONES is currently rated 5.0 overall out of 5.

Yes, EDWARD JONES offers free project estimates.

No, EDWARD JONES does not offer eco-friendly accreditations.

No, EDWARD JONES does not offer a senior discount.

No, EDWARD JONES does not offer emergency services.

No, EDWARD JONES does not offer warranties.