As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what is important to you.
When it comes to investing, what do you value? A strategy designed for your situation? A financial advisor who truly understands you and what you’re trying to achieve, and will partner with you over the long term to help keep you on track? What about disciplined, objective guidance? When we work together, you get all of that and more. I will work with you to create a personalized financial strategy with the advice, tools and resources to help you reach your goals. I do this in three important ways:
1. Understanding What’s Important to You
Your investment strategy should be personalized to you. So before I recommend any strategy, we first work closely together to understand what is most important to you.
2. Using an Established Process
Our advice is based on a disciplined, established process that centers around you. You benefit from the resources of a Fortune 500 firm and the personal relationship you have with me and my branch team.
3. Partnering to Help Keep You on Track
Markets, interest rates and life’s priorities may change – but our relationship and my commitment to helping you achieve your goals won’t.
Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
- Wealth Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- College Savings
- Business Retirement Plans
Phone NumberTim Suchy at (763) 262-9988
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