I've been a member of the Edward Jones family for 15 years, 10 of those as a client.
I chose Edward Jones as my investment firm because they take a personal view. It is all about the relationships and establishing specific strategies to help you reach your financial goals.
I came to a crossroads in my 23-plus years as a director of operations to stay or go. My financial advisor was a confidant that I could discuss the situation with. After speaking to him, I realized that a career with Edward Jones could offer me the opportunity to do what I love. I would be able to help others by making a difference in their lives, just like my financial advisor was making a difference in my life.
My ideal clients are those who want to work closely together to achieve their financial goals that range from planning for/living in retirement, to sending a child/children to college, insurance needs, saving on taxes and estate considerations. I have a passion for working with business owners to create 401(k) plans to attract and retain quality employees.
My wife, Cristy, and I have been married for 27 years. We have a Greyhound we adopted named Ava. I am an active member of several business-based organizations and the community. I volunteer for Victim Assist of Summit County and Habitat for Humanity, partner with the Alzheimer's Association and serve as a foster house for rescued Greyhounds. Outside of the office, I enjoy golfing and drumming with a local band.
My branch office administrator, Jessie, has over 22 years of client service and financial experience. She and her husband, Aaron, and have been married for 19 years and have two daughters named Piper and Gigi. Jessie and I partner together with our clients throughout their lives to help them reach their financial goals.
It all starts with a conversation. Call (330) 491-2356 and let us show you how we can make a difference.
Focus areas
- Retirement Savings Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Insurance & Annuities
- Divorce Finances
- Socially Conscious Investing
Focus Areas
- Retirement Savings Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Insurance & Annuities
- Divorce Finances
- Socially Conscious Investing
My Personal Interests
- Baseball
- Golfing
- Running
- Music
- Spending Time with Family
Personal Interests
- Baseball
- Golfing
- Running
- Music
- Spending Time with Family
Office Information
Phone Number
Paul Frey at (330) 491-2356Branch Team
- Jessie Boling
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
Branch Team
- Jessie Boling
- Sr. Branch Office Administrator
Branch Team
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