Over the course of the years ahead, you will find that your finances go through many different phases. Each of those phases comes with its own set of goals and important decisions. When it comes to making good choices, being able to seek information and help from a reliable source is critical.
I was introduced to Edward Jones by becoming a client. My financial advisor took the time to get to know me, understand my goals and what was most important. This developed into a working relationship based on trust and respect. It was clear that Edward Jones cared about their clients.
Today, my branch team and I focus on the same thing. We strive to get to know you and understand what’s most important to you. We use an established process to build personalized strategies to help you reach your goals and we will partner together throughout your life to help keep you on track.
You may be talking to, or doing business with, other financial services firms, but very few can provide you the personalized attention the same way that our Edward Jones branch team can.
My branch office administrator, Chris Goff, left the non-profit sector to join my branch team in 2015. She will provide consistent communication to ensure we stay in touch and adjust to your changing needs. We want to make sure we can help meet your needs based on your individual preferences.
We want to partner together with you, the serious minded, long-term investor, using an established process to help you determine and realize your financial hopes and dreams. You can call us, ask a question via this website, or come by to meet us in person. We look forward to working with you.
- New Investors
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Wealth Strategies
My Personal Interests
- Community Outreach
- Spending Time with Family
Phone NumberBobby E DuBois at (360) 457-6076
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