As your Edward Jones branch team, we are dedicated to delivering the highest level of service and advice to our family of clients and friends. We believe that an effective financial strategy is accomplished by getting to know you, understanding your life goals and crafting a comprehensive strategy that fits you.
I am a husband of 25 years to Rachel, the love of my life. We have two beautiful children, Arabela and Beckett, who we are very proud of and constantly amazed by. Caring and providing for my family is what's most important to me. We genuinely invite you to become part of our family by telling us what is most important to you.
Our established processes, which we work through with all of our clients, aids us in building strategies that are personal to you. We do this by working together with your other professional partners, such as your CPA and attorney, as needed, to help you achieve success. As life changes, we continue our partnership by adjusting strategies to help keep you on track. By joining with us you become more than just a client, you become family.
If you are looking for a client experience that puts your best interests first, we would be honored to listen to your goals, questions and concerns. Whether you are starting your first job, actively seeking a new employer, planning for your children's college education, looking to start or review an employer sponsored retirement plan, save money on your taxes or just want some financial advice, we are here to listen and help.
My branch office administrator, David J. Mazzarella, who recently relocated from Boston, MA, with his family, has over 25 years of business administration experience. He also spent 22 years in the financial services industry and proudly served with honor and distinction in the United States Marine Corps for eight years.
Working together, we will help you develop a complete, tailored strategy that will assist you in achieving your financial goals and life dreams.
- Wealth Strategies
- Retirement Savings Strategies
- Military Professionals & Veterans
- Insurance & Annuities
- Entrepreneurs & Business Owners
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
Office Address7647 N C Hwy 211 Suite B
West End, NC 27376
Phone NumberTroy Puchalski at (910) 295-0307
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