Over the past 35 years at Edward Jones, I have solidified my belief that the most valuable use of my time is to partner with my clients and prospective clients to fully understand their needs and goals, both short- and long-term. Work closely with you, your CPA/tax professional, attorney and other professionals, I will customize the most appropriate financial strategy for you and your family.
As your financial advisor, I will walk you through a step-by-step process to evaluate your current situation and future financial goals. Together, we will develop a blueprint that includes the ability to save, invest and evaluate your insurance needs wisely. Most importantly, we will develop a retirement strategy that will help you retire with confidence. Together, we will work through a lifetime of market cycles, home and college savings, births, weddings and losses of loved ones. My clients know I am one phone call away.
My career began in Alpena, MI as a branch office administrator and grew through positions at the Edward Jones headquarters. Since I opened my Chelsea Edward Jones office 20 years ago, I have committed myself to developing the skills to serve my clients with the highest standard of care and earning the CFP® and AAMS® professional designations.
By living in Pinckney, I get to indulge in my passion for golf by playing in a league with some of my favorite people. I am also an active participant in the community working or chairing on the finance committees for Ele's Place and the Chelsea Senior Center.
Susan Clausen, my branch office administrator, enjoys gardening and spending time with her three grandchildren.
If you are looking for a financial advisor who will clearly assess what is important to you and create personalized strategies for your financial health, I look forward to hearing from you.
- Charitable Giving
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
My Personal Interests
- Community Outreach
- Health & Nutrition
- Spending Time with Family
Office Address134 W Middle St Suite B
Chelsea, MI 48118
Phone NumberDiane L Kieliszewski at (734) 475-3295
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