As a financial advisor at Edward Jones, we believe it is very important to invest our time to understand what your goals and ambitions are before you invest your money. Once we identify your goals, how much risk you are willing to take on and time horizon, we will work together to take the necessary steps to help you achieve those goals.
If what is important to you is retirement planning, education savings for children or grandchildren, or just trying to protect the financial future of the ones that mean the most to you, we will work together to develop a strategy to help you reach your goals. We will monitor your progress on a regular basis to make sure you stay on track or determine what necessary adjustments may need to be made along the way.
Not only will you work with an experienced financial advisor, but you also receive advanced technology support and thousands of support staff both locally and at our home office. We will also partner with your trusted professionals such as a CPA or attorney as needed.
I live in Wyoming with my wife and two kids who both go to the Wyoming City Schools. In my free time I enjoy spending time with my family and friends, golfing and working in the yard. It is important to be a part of the community, that is why myself and our family volunteer time to help with both local and surrounding communities and organizations.
My Senior Branch Office Administrator, Lindsey Wissel, handles our administrative tasks. Lindsey provides the highest level of service possible, which allows our branch to run efficiently - ensuring our clients' needs are met in a timely manner. She has been an important part of Edward Jones since joining me in 2017. We work collaboratively to make sure every client's goals are met. She oversees the daily operations of the branch and ensures transactions are processed accurately in a timely fashion. Lindsey currently lives in Monroe, Ohio with her husband and son.
- Business Retirement Plans
- College Savings
- Insurance & Annuities
- Estate & Legacy Strategies
- New Investors
- Retirement Income Strategies
Phone NumberJoe Wolke at (513) 821-2960
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 04:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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