As an Edward Jones financial advisor, I believe my job is to be your advocate.
I want to understand what is most important to you and learn about your values and goals. Together, we will use a well-established process to build personalized strategies to help organize, grow, protect and, when the time comes, transfer your wealth to the people or organizations that are most important to you.
I will ensure you know what you own, why you own it and understand how it fits within your investment comfort zone. I'll coach you through any market condition and be proactive in addressing any of your questions.
We will partner together throughout your life to help keep you on track towards your goals. Regular reviews give us the opportunity to discuss what has changed in the last year. We will also check progress on goals, review performance and review costs.
I offer options to fit your schedule and style. Appointments are available on evenings, weekends, over the phone or by web conference because I understand personal service is a top priority.
I care about investing in our community and I am very proud to be a part of great community-centered organizations. I am a proud board member of the Cambridge Area YMCA, Cambridge Area Chamber of Commerce, Pritchard Laughlin Civic Center, Young Leaders of Guernsey County, and The Cambridge Citizens Police Academy Alumni Association. I am also a strong supporter and member of the Rotary Club of Cambridge, Salt Fork Arts & Craft Festival, Cambridge Main Street, United Way of Guernsey and Noble Counties, B.P.O.E Lodge #448 and the Guernsey Lodge #66 F&AM.
- Estate & Legacy Strategies
- Wealth Strategies
- Charitable Giving
- Employee Stock Options
- Retirement Savings Strategies
- Business Retirement Plans
Phone NumberMitch Howell at (740) 439-6641
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