I joined Edward Jones as a financial advisor in 2002 to make an impact on people's lives. With my many years of experience, I find that the most important aspect of helping people is to understand what motivates them.
The key to successful investing is to develop a precise strategy that can help you reach your long-term goals. However, with the understanding that your needs and goals will change throughout your life, it is important to partner with someone who considers every aspect. In order to help determine the most developed strategy, I collaborate with your CPAs, estate planning attorneys and other trusted professionals.
My primary focus is on professionals/entrepreneurs, business owners and hard-working individuals with an emphasis on education savings, retirement and estate strategies. Whether you need to save for your child’s future college expenses, prepare for retirement or develop an estate legacy, I can help.
My wife, Lona, and I have three, now grown, children. We have lived in Byron Center since 2001. I have been a member of the Byron Center Chamber of Commerce for 17 years, including the two years I served as the vice president/president of the Chamber. We have been members at Redeemer Bible Church for nine years and we also sponsor six children through Compassion International. We strive to do what we can for people in and outside of our community. Over the years, we have gained a number of clients all over the country, regardless of distance.
We actively seek to create new clients every year. Surround yourself with people who have your best interest at heart and help to build your financial dreams and goals into a reality. If you are interested in discussing how you may benefit from our services, please call my branch office administrator, Stevie, and she will gladly schedule you for either a phone, web conference or in-office appointment.
My Personal Interests
- Community Outreach
Phone NumberJay Zahran at (616) 583-0387
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
|Sat||By Appointment Only|
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