At Edward Jones, I focus on servicing the financial needs of individual investors of all ages and financial means. I have built my business by treating my clients as I would want to be treated, a simple idea that still makes sense in today's complex world.
After earning a bachelor's degree from Tufts University, I began a career in global manufacturing management in Charlotte, NC. It was there that I first learned the power and personal impact of helping people to achieve their dreams. My wife, Kim, and I moved back to the Paxton/ Worcester community so that we could each help people reach their potential - myself through informed, strategic financial strategies and Kim through her work as a pediatric oncology nurse.
There are many stressors in life, but personal finance should not be one of them. I enjoy working with my clients one-on-one to understand who they are personally and financially. Taking extra time in our meeting ultimately helps me understand every unique angle of a person or family's life. This helps me tailor a strategy to your unique financial goals. No person is the same; neither should be their financial strategy.
Planning your financial future should feel like a weight off your shoulders. Let me help you get there.
- Socially Conscious Investing
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
My Personal Interests
- Animal Rescue
Office Address1097 Pleasant St Suite E
Worcester, MA 01602
Phone NumberJeff Prunier at (508) 459-0140
|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|
- Web Conferencing
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