Hello, my name is Ozzie Niazi and I am a financial advisor at Edward Jones. I enjoy spending time with each and every single client to help them bring clarity to their current financial situation, determine their long-term goals and tailor an individual strategy that drives progress toward those goals. One-size-fits-all may be fine for some investors, but we believe investments should be tailored to your needs and not based on generic guidelines for someone your age or at your stage of life.
Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or estate considerations, we can offer investment solutions tailored to all your financial goals. We practice attentive service in all my affairs, striving to exceed client responsiveness and accessibility expectations, while maintaining personal relationships based on listening and understanding.
We work closely with you, your CPA, attorney and other professionals to help determine the appropriate financial strategy for you and your family. We want our clients to feel confident that the advice we provide reflects their unique dreams and goals. Using regular reviews, we monitor your strategies and discuss appropriate adjustments when needed.
I would like to help provide the answers to your unique questions so that we can make informed, financially sound decisions. I can help you in the following areas:
- Planning for retirement
- Preparing for the unexpected
- Living in retirement
- Estate considerations
- Paying for education
- Business Retirement Plans
- Insurance & Annuities
- Estate & Legacy Strategies
- Portfolio Reviews
- Retirement Savings Strategies
- Socially Conscious Investing
My Personal Interests
- Spending Time with Family
- Community Outreach
- Coaching Sports
- Auto Racing
Phone NumberOzzie Niazi at (973) 694-3949
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