Sonja J Jensen-Schell

Thank you for stopping by my website today. I'm looking forward to the opportunity to talk with you!

Understanding what is most important to you is the first step in partnering with you toward meeting your long-term financial goals.

When I begin working with a client, I like to take the time to get to know you so that I can tailor my recommendations to your personal situation and help you navigate the often-overwhelming world of investing. I'll provide research and education, helping to invest your money toward achieving the life goals that inspire you. I work with individual investors and business owners, providing guidance for portfolios and retirement plans including stocks, bonds, mutual funds and insurance appropriate to your needs.

My ideal client will want the advice and support of a qualified financial advisor, has a long-term outlook on financial success and security and is ready to save toward their aspirations.

When you are ready to transition from work and saving to retirement, we will develop a distribution plan that helps support you in living the life you have ambitiously prepared for throughout your career.

The Covid-19 crisis has also underscored the importance of establishing emergency funds. I have several alternatives to the stock market that can help you to grow a nest egg for when life throws a wrench into your best laid plans.

A little about me: I grew up in the beautiful Finger Lakes region, having moved to Buffalo 10 years ago when I found a great job that I could bring my children to. I met the love of my life, Dan, while he was serving in the US Army. He is now a nurse for the VA. Our four children are all grown (or nearly so) and now I am now focused on building my practice with Edward Jones.

Whatever your goals, I will partner with you to help you stay on track and adapt to your needs as they evolve. I can't wait to meet you. Give me a call today!