Serving as the Edward Jones financial advisor in Homer, NY is a great opportunity to help neighbors stay on the right path toward achieving their financial goals.
But you don't run a business on the corner of Wall Street and Main Street without being offered other opportunities, too.
At various times since taking a seat behind the desk here, I have led the board of directors of the Homer Center for the Arts, been president of the Cortland Breakfast Rotary Club, vice president of the DeRuyter Ruritan, an officer in the local Toastmasters Club and president of the Homer Business Association.
If there is one thing I have taken away from those experiences, it is that there is no single approach or universal philosophy that ensures success for any organization.
You have to take into account the mission, temperament and capacity of each group to help it the best way possible.
So it is with our clients here at Edward Jones as well. What works for John Doe might not be right for Jane Smith. Edward Jones offers a personalized approach to investing that focuses on what is important to the client.
We listen to find out your goals. We determine your comfort with the ups and downs of the market. We find out where you are along life's path. We use the experience of Edward Jones' investment policy committee to help us select investments.
Then we check back with you from time to time to help make sure you're on track.
It's an established process that has helped households nationwide. Edward Jones has brought financial advice to countless local families in rural and urban areas.
A big part of our local office is Senior Branch Office Administrator, Barbara Craig, who keeps the office organized and operating smoothly.
So, if you're ready to take a serious approach to your financial life and want to experience what our clients are experiencing, Barb and I would look forward to hearing from you.
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More
Tax resources and client statements
Make informed investment and tax decisions with helpful and clear information.Learn More