As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money.
I help individuals and families navigate the increasingly complex issues that they face as they plan for retirement, save for college and protect the financial security of their loved ones.
My typical client is a high-income individual or family who works in the life sciences, technology or the energy field who values professional advice, a disciplined approach and experience.
We can work together to develop specific strategies to help you achieve your goals. It starts with understanding the level of risk you're comfortable accepting when planning and investing so we can balance it with the steps necessary to reach your long-term goals. We also monitor changes in the environment and your progress to help make sure you stay informed and on track or determine if any adjustments need to be made. Lastly, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.
Throughout it all, we're dedicated to providing you with a client experience that helps you stay organized and makes planning and investing feel effortless.
Our office is located in Collegeville, Pennsylvania, but we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance wherever you are on your terms.
Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
- Employee Stock Options
- Charitable Giving
- Socially Conscious Investing
- Wealth Strategies
- Retirement Savings Strategies
- College Savings
My Personal Interests
- Spending Time with Family
Phone NumberJustin H Bartolomucci at (610) 489-5554
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