In the interest of the health and well-being of the communities we serve, our branch offices are not meeting in person with new and existing clients at this time. We will continue to serve you through several virtual options. Learn More
Putting our clients’ interests first is — and always has been — at the core of Edward Jones' business. We believe regular reviews are one of the most important ways we can demonstrate this commitment to you.
This process allows us to help you stay on track to meet your goals. We will discuss any changes in your life and in the market and make appropriate adjustments to your financial strategy, if needed.
Meeting at least annually, we'll follow this established process:
We know spare time is scarce. That's why we offer options that fit your schedule and can meet either in person, by phone or web conference.
Once you have a scheduled appointment, we may ask for a few things that can give us both a head start to our discussion.
These may include:
We'll be in touch ahead of time to discuss exactly what we need and how you can get the information to us in a manner that is most convenient for you.
While we will always continue to refine our processes to serve you better, our branch team remains committed to providing exceptional service. We will partner with you to build and refine your personalized financial strategy for the long term.
If you haven't already scheduled your review for 2020, please contact your financial advisor.