As an Edward Jones financial advisor, my goal is to help people live the best financial life possible throughout different stages of their lives. I spend the time to understand what it most important to each client and gain a deep understanding of their specific situation - short and long-term goals, tolerance for risk, family dynamics, estate considerations and more. I make data-driven recommendations tailored specifically to each client and their individual visions and goals. I partner together with clients throughout their life to keep them on track, so each day they have the confidence knowing they are prepared for what lies ahead.
Appointments with my clients include establishing and revisiting previously set goals, discussing market volatility, tolerance for risk and reviewing performance metrics and future expectations. My clients leave each meeting with a thorough understanding of their portfolio status and next steps, including how and when I will follow up with proactive touch points and recommendations.
Whether you're planning for retirement, saving for college for your children or grandchildren, or just trying to protect the financial futures of your loved ones, we can work together to develop specific strategies to help you achieve your goals. We will 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 world class client service.
At Edward Jones, we have thousands of people and advanced technology at our home office to support our office so we can ensure you receive the most current and comprehensive guidance. I welcome the opportunity to work with your accountant, attorney and other trusted professionals to deliver a comprehensive strategy that leverages your entire team's experience. Working together, we can help you develop a complete and tailored strategy to help you achieve your financial goals.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Business Retirement Plans
- Socially Conscious Investing
My Personal Interests
- Community Outreach
- Outdoor Enthusiast
- Spending Time with Family
Phone NumberMarc R Apfelbaum at (484) 732-8256
|Mon||08:30AM - 06:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 08:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
|Sat||By Appointment Only|
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