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.
We offer investments and services that align with our investment philosophy of diversifying quality investments and holding them for the long term. These investments include stocks, bonds, mutual funds, CDs, annuities, insurance, retirement plans, education savings plans, advisory services, estate considerations, trust services, mortgages and borrowing solutions. While this list may sound similar to what other financial service firms offer, we believe our process of assessing your needs, developing goals, implementing solutions and regularly reviewing your portfolio makes us very different.