Continuing to serve you in a thoughtful way.

Throughout the challenges of recent months, we’ve continued to safely serve investors’ needs. As we gradually reopen our offices to in-person appointments, our approach will be thoughtful and individualized to each location. Learn More

Relationships Are Everything

At Edward Jones, we demonstrate our commitment to you, the individual investor, by being accessible and transparent in the way we do business – and, most important, we put our clients’ best interests first. It's dedication to personal relationships that allows us to meet the unique financial needs of the LGBTQ community.

Before talking about investments or money, we believe it's important to meet you face to face to learn about your goals, understand your dreams and listen to your worries. Working together is an effective approach for your success – but the first step is getting to know you.

Once we have an understanding of where you are today, where you want to be and how to get there, we will work together to help ensure you stay on track. To keep your goals in focus, we'll help you:

  • Develop a strategy – determined by your long-term goals, investing time frame and risk tolerance
  • Stick with quality – buy and hold quality investments in a well-diversified portfolio and maintain a long-term perspective
  • Diversify – having several types of investments as part of your portfolio can help you weather an uncertain economy

To learn more about how we can work together, call today to schedule an appointment.

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