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
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
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We are currently working with her on some other financial/insurance needs. We highly recommend her.
Licensing
State Contractor License Requirements
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