Edward Jones

Edward Jones is a trusted financial services firm dedicated to helping individuals and families build, grow, and protect their wealth. With over 19,000 financial advisors across the nation, we offer personalized guidance and tailored strategies to meet your unique financial goals.

What Sets Us Apart?

We believe in the power of building lasting relationships. Our financial advisors take the time to understand your personal aspirations, anxieties, and financial situation to create a customized plan that aligns with your individual needs.

1. Investment Planning

• Comprehensive evaluation of your financial goals and risk tolerance
• Development of a personalized investment strategy
• Regular portfolio reviews and adjustments
• Access to a wide range of mutual funds, ETFs, and other investments

2. Retirement Planning

• Guidance on maximizing retirement accounts like 401(k)s and IRAs
• Development of an individualized retirement withdrawal strategy
• Planning for a comfortable post-retirement life

3. Estate & Insurance Planning

• Review of your estate documents and insurance coverage
• Guidance on creating a comprehensive estate plan
• Collaboration with legal professionals to ensure your financial wishes are met

4. Financial Advisory Services

• Personalized financial planning for affluent individuals and families
• Guidance on wealth preservation and tax optimization
• Investment and portfolio management services

5. Comprehensive Support

• Access to online tools and resources
• Dedicated Client Relationship Managers for personalized assistance
• Personalized financial education and webinars

Our Commitment

We are committed to:

• Integrity: Upholding the highest ethical standards of conduct.
• Transparency: Providing clear and concise information about our fees and services.
• Client Focus: Putting your needs first and building lasting relationships.
• Innovation: Continuously improving our tools and services to better serve you.

Partnering with Edward Jones means

• Receiving personalized guidance from a knowledgeable financial advisor.
• Working with a firm with a proven track record of success.
• Having access to a comprehensive range of financial services.
• Receiving ongoing support and guidance to achieve your financial goals.