As an Edward Jones financial advisor with over 14 years of experience, there is nothing more important to me than understanding what is most important to you. My practice is based upon a relentless pursuit of professionalism. I believe that trust is not simply given, it must be earned through consistent delivery of personalized/customized service, demonstrated competence and transparency.
My ideal clients want a seasoned professional who will partner with them, as well as their CPAs and attorneys as needed, to thoughtfully craft strategies to help achieve their financial goals. Although each strategy is unique, goals typically range from preparing for retirement and living in retirement to preparing for the unexpected and addressing estate considerations.
Over time, I have implemented a process designed to help put you in a position to help achieve your dreams. As your partner, I will help you turn what's most important to you into measurable and achievable financial goals. Through ongoing investment monitoring and analysis, and consistent periodic check-ins with you, I help you stay on track toward achieving and maintaining your goals over the long term.
My branch office administrator, Dia Montgomery, and I are a cost-efficient, full-service team dedicated to providing you with the highest level of personalized service possible. Our tried-and-true processes, as well as our firm's extensive services and advanced technological resources, provide you with a level of confidence that we're being thorough and engaged in what is important to you.
Dia and I welcome the opportunity to earn your trust – let us show you how we can make a difference!
Phone NumberJean L Ahrendt at (219) 926-3913
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 03:00PM|
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