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. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to help you reach your long-term goals.
I enjoy helping people and I've been able to accomplish this in many areas throughout my life. Whether it's coaching young people to learn a new sport, leading small groups in my community or playing the piano for various events, I get a true sense of joy when I know I've contributed in some way. As a financial advisor, I have the opportunity to help people throughout their careers to establish their first retirement account or pass along their estate to the next generation. It's a great feeling!
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.
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. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals, to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
- Business Retirement Plans
- Retirement Income Strategies
- Retirement Savings Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- New Investors
My Personal Interests
- Spending Time with Family
Phone NumberLisa E Bondarenko at (231) 287-5086
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