As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals that we set together. Whether it's planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones that we care the most for, we take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include CPAs, estate planning attorneys and life insurance specialists and agents to execute needed actions.
During our initial visit, I will ask several questions and it is important that I listen to the answers and clarify them so that I can truly understand my clients' needs and subsequent goals. I then get to know their risk tolerances and experience levels to truly understand the best strategies to meet their needs.
After being in the financial services industry for over 10 years, I have found that my clients really appreciate the time that I take to educate them on the strategies and investments we will be using, which in turn, helps them feel more comfortable when making decisions.
- Retirement Income Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Insurance & Annuities
- Wealth Strategies
My Personal Interests
- Sports Enthusiast
- Spending Time with Family
- News & Media
Phone NumberMatthew H Theis at (518) 891-5863
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