I have been a financial advisor with Edward Jones since July 2009 and a limited partner since January 2015. I have 23 years experience in the financial services industry.
As a financial advisor with Edward Jones, I enjoy the opportunity to partner with individual investors and their families. Our clients are serious, long-term individual investors who value a trusted relationship and tailored financial advice, guidance and service.
We serve investors and their families who are seeking solutions to primary financial needs such as sending the kids to college, saving for retirement or leaving a legacy. We want to work with families for whom we can help make a significant positive difference.
We believe our clients are best served by a consistent, repeatable investment process. Helping clients define and achieve their financial goals is a dynamic and highly personalized process of understanding, analysis, action and review. We believe tailored solutions are best delivered through a 5 - Step Process that helps our clients organize their resources and apply them to their most important goals.
My team and I coordinate with your CPA, estate attorney and other trusted professionals to execute needed actions.
Our services are convenient and personalized, and supported by the financial strength and resources of a national firm. We encourage face-to-face relationships in order to better understand our clients and make investing a personal process.
My Personal Interests
- Community Outreach
- Personal Fitness
Office Address46 West Sheridan
Fremont, MI 49412 opens in a new window
Phone NumberLou Deleguardia at (231) 924-9600
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