As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire. Perhaps one of the most unique aspects of my office is that I take a labor-intensive approach and build very custom portfolios for my clients. This increases customer contact. This approach requires strict attention to process and procedures to maintain scalability. It’s also the reason new accounts are attracted to us.
I am currently registered in 44 states because a large number of my clients are referrals from clients who live outside of Iowa. I am extremely pleased to announce that my son, Sean, has joined our branch.
I have qualified for the last 32 Managing Partner’s Conferences, an honor reserved for the firm’s top 400 financial advisors. I have also been named to the Barron’s Top 1200 List seven times. This ranking recognizes the top 1,200 financial advisors in the nation and is unique because it is based on assets under management, revenue produced for the firm, regulatory record, quality of practice, philanthropic work and more.
Another noteworthy aspect of my practice is that I’ve been blessed with a team that is exceptional. Eileen Doolittle, Alicia Crothamel, Gayle Odland and Carrie Olson care about each and every one of our clients. I’m amazed by their personal interactions with clients and the depth of their knowledge of everything going on in our customer’s lives.
My wife, Kathy, and I have four children, Amanda, Caitlin, Sean and Alayna. We feel it is important to give back to community and are involved in several charities. A few closest to my heart are Alzheimer’s, Honor Flight and the Food Bank.
The goal for myself and my staff is to create a client experience they’ll want to share with friends and family.
Mailing AddressPo Box 249
Webster City, IA 50595
Phone NumberTimothy J Finucan at (515) 832-4155
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
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