Edward Jones Investments
Financial Services Insurance
My goal as an Edward Jones Financial Advisor is to help serious, long-term individual investors achieve their financial goals. I do this by understanding your needs and implementing tailored solutions. I believe in the importance of truly recognizing what you hope to achieve in the future, before investing your money. Only then will my branch team and I focus on finding the most appropriate financial strategy for you and your family.
I chose to become a Financial Advisor because it is a pleasure and privilege to help others get on the road to success. Here at Edward Jones we partner with our clients throughout their lives to help keep them on track to meet their goals. Our firm has 19,000 financial advisors nationwide and over $1 trillion in assets under care. We work with your CPA, attorney and other professionals to find a strategy that works best for you.
If you are interested in our services, you can reach me at 781-431-9500 and firstname.lastname@example.org
- Retirement Planning
- Saving on taxes
- Saving for Education
- Life Insurance
- Investing in the 21st century